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Dimensional US Core Equity 2 ETF

548 hedge funds and large institutions have $8.66B invested in Dimensional US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 185 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 27

41% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 131

19% more funds holding

Funds holding: 461548 (+87)

18% more funds holding in top 10

Funds holding in top 10: 99117 (+18)

4.92% more ownership

Funds ownership: 58.46%63.38% (+4.9%)

2% less capital invested

Capital invested by funds: $8.86B → $8.66B (-$199M)

Holders
548
Holders Change
+87
Holders Change %
+18.87%
% of All Funds
9.23%
Holding in Top 10
117
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.18%
% of All Funds
1.97%
New
120
Increased
185
Reduced
131
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
26
Heritage Financial Services
Massachusetts
$71.2M +$37.3M +1,472,352 +93%
WIM
27
Warwick Investment Management
Texas
$65.4M +$226K +8,940 +0.3%
SSC
28
Syverson Strege & Co
Iowa
$64.9M +$70.5M +2,786,453 New
Comerica Bank
29
Comerica Bank
Texas
$64.3M -$3.86M -152,529 -5%
JWA
30
JFS Wealth Advisors
Pennsylvania
$62.3M -$1.32M -52,072 -2%
SFG
31
Steward Financial Group
Texas
$61.5M -$1.4M -55,363 -2%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$61.2M -$4.1M -161,953 -6%
B
33
BetterWealth
California
$59.7M +$64.9M +2,561,690 New
GWM
34
Grand Wealth Management
Michigan
$59.2M -$3.22M -127,276 -5%
MWM
35
Merriman Wealth Management
Washington
$58.5M -$1.36M -53,677 -2%
WWP
36
Waypoint Wealth Partners
California
$58.2M +$7.43M +293,599 +13%
AC
37
Apella Capital
Connecticut
$57.9M +$62.9M +2,484,002 New
SWA
38
ShankerValleau Wealth Advisors
Illinois
$55.9M +$496K +19,579 +0.8%
AssetMark Inc
39
AssetMark Inc
California
$53M -$4.13M -163,184 -7%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$50.6M -$521K -20,586 -0.9%
DY
41
Dowling & Yahnke
California
$50.1M +$1.78M +70,255 +3%
FMWA
42
Forvis Mazars Wealth Advisors
Missouri
$49.8M +$44.4M +1,751,846 +454%
ALWM
43
Andrews Lucia Wealth Management
California
$49.5M +$363K +14,339 +0.8%
IWC
44
Integrated Wealth Concepts
Massachusetts
$48.7M +$50.8M +2,006,707 +2,424%
Osaic Holdings
45
Osaic Holdings
Arizona
$48.7M +$48M +1,895,240 +981%
W
46
WorthPointe
California
$48.4M -$1.57M -62,073 -3%
AP
47
Adero Partners
California
$47.8M -$1.33M -52,502 -3%
AF
48
Allworth Financial
California
$47.7M +$15M +591,719 +41%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$44.9M -$851K -33,613 -2%
BEW
50
Burton Enright Welch
California
$44.5M +$1.07M +42,329 +2%

DFAC Hedge Fund Activity: Q2 2022 in Review

548 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2022, worth a combined $8.66B — down 2.2% from $8.86B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new DFAC positions and 27 closed out — a net gain of 93 holders — while 185 added to existing stakes and 131 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $378M. The largest seller was CFS Investment Advisory Services, cutting an estimated $69.5M.

  • 548 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2022, up from 461 in Q1 2022.
  • Funds reported $8.66B of Dimensional US Core Equity 2 ETF stock for Q2 2022, down 2.2% quarter-over-quarter.
  • 120 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2022 and 27 closed out, a net change of +93 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2022 was LPL Financial, an estimated $378M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $69.5M sold.

Based on aggregated 13F filings for Q2 2022.