Dimensional US Core Equity 2 ETF
DFAC
648 hedge funds and large institutions have $15.8B invested in Dimensional US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 290 increasing their positions, 161 reducing their positions, and 17 closing their positions.
288% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 17
80% more repeat investments, than reductions
Existing positions increased: 290 | Existing positions reduced: 161
39% more capital invested
Capital invested by funds: $11.4B → $15.8B (+$4.41B)
6.01% more ownership
Funds ownership: 69.97% → 75.98% (+6%)
5% more funds holding
Funds holding: 616 → 648 (+32)
3% more funds holding in top 10
Funds holding in top 10: 156 → 161 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$781M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$159M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$127M |
| 4 |
TWP
TFO Wealth Partners
Maumee,
Ohio
|
+$104M |
| 5 |
Cerity Partners
New York
|
+$93.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$27.4M |
| 2 |
MAM
McLean Asset Management
Tysons,
Virginia
|
-$17.8M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$7.95M |
| 4 |
PO
Private Ocean
San Rafael,
California
|
-$7.87M |
| 5 |
CWR
Chico Wealth RIA
Chico,
California
|
-$7.69M |
DFAC Hedge Fund Activity: Q1 2023 in Review
648 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2023, worth a combined $15.8B — up 39% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new DFAC positions and 17 closed out — a net gain of 49 holders — while 290 added to existing stakes and 161 trimmed.
The largest buyer was Summit Wealth Group, adding an estimated $781M. The largest seller was EP Wealth Advisors, cutting an estimated $27.4M.
- 648 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2023, up from 616 in Q4 2022.
- Funds reported $15.8B of Dimensional US Core Equity 2 ETF stock for Q1 2023, up 39% quarter-over-quarter.
- 66 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2023 and 17 closed out, a net change of +49 holders.
- The largest Dimensional US Core Equity 2 ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $781M added.
- The largest Dimensional US Core Equity 2 ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $27.4M sold.
Based on aggregated 13F filings for Q1 2023.