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Dimensional US Core Equity 2 ETF

668 hedge funds and large institutions have $15.2B invested in Dimensional US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 310 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

88% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 165

3% more funds holding

Funds holding: 648668 (+20)

4% less capital invested

Capital invested by funds: $15.8B → $15.2B (-$575M)

1% less funds holding in top 10

Funds holding in top 10: 161159 (-2)

2.27% less ownership

Funds ownership: 75.98%73.71% (-2.3%)

Holders
668
Holders Change
+20
Holders Change %
+3.09%
% of All Funds
10.49%
Holding in Top 10
159
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.24%
% of All Funds
2.5%
New
45
Increased
310
Reduced
165
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
26
Cardiff Park Advisors
California
$117M -$3.45M -134,012 -3%
AAM
27
Austin Asset Management
Texas
$117M +$529K +20,510 +0.5%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$114M +$218K +8,446 +0.2%
Cerity Partners
29
Cerity Partners
New York
$109M +$5.15M +199,649 +5%
EAM
30
Evanson Asset Management
California
$103M +$5.3M +205,650 +6%
B
31
Bridgeworth
Alabama
$102M +$21.2M +823,922 +28%
PCA
32
Prosperity Capital Advisors
Ohio
$98.3M +$2.18M +84,474 +2%
TFP
33
Triune Financial Partners
Kansas
$97.3M +$2.98M +115,469 +3%
SSC
34
Syverson Strege & Co
Iowa
$94M +$2.96M +114,822 +3%
UBS Group
35
UBS Group
Switzerland
$91M +$41.4M +1,605,162 +92%
AF
36
Allworth Financial
California
$87.2M +$6.28M +243,742 +8%
MWP
37
Meridian Wealth Partners
Pennsylvania
$85.7M -$1.71M -66,179 -2%
AC
38
Apella Capital
Connecticut
$85.2M +$80.9M +3,138,512 New
AssetMark Inc
39
AssetMark Inc
California
$85.1M +$3.44M +133,595 +4%
Mariner
40
Mariner
Kansas
$83.3M +$1.46M +56,538 +2%
ADL
41
Asset Dedication LLC
California
$83.2M +$11.4M +440,587 +17%
Osaic Holdings
42
Osaic Holdings
Arizona
$83.1M -$16.9M -654,102 -18%
OFA
43
Onyx Financial Advisors
Idaho
$81M +$1.62M +62,898 +2%
FMWA
44
Forvis Mazars Wealth Advisors
Missouri
$79.3M +$3.27M +127,005 +5%
CWM
45
Core Wealth Management
Florida
$78.5M +$828K +32,144 +1%
SFG
46
Steward Financial Group
Texas
$77.7M +$2.31M +89,454 +3%
WIM
47
Warwick Investment Management
Texas
$75.1M -$269K -10,440 -0.4%
JWA
48
JFS Wealth Advisors
Pennsylvania
$75M +$2.8M +108,582 +4%
BEW
49
Burton Enright Welch
California
$74.4M +$1.02M +39,582 +1%
B
50
BetterWealth
California
$73.8M -$54.7K -2,121 -0.1%

DFAC Hedge Fund Activity: Q2 2023 in Review

668 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2023, worth a combined $15.2B — down 3.6% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new DFAC positions and 18 closed out — a net gain of 27 holders — while 310 added to existing stakes and 165 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $345M. The largest seller was Summit Wealth Group, cutting an estimated $775M.

  • 668 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2023, up from 648 in Q1 2023.
  • Funds reported $15.2B of Dimensional US Core Equity 2 ETF stock for Q2 2023, down 3.6% quarter-over-quarter.
  • 45 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2023 and 18 closed out, a net change of +27 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $345M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $775M sold.

Based on aggregated 13F filings for Q2 2023.