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Dimensional US Core Equity 2 ETF

826 hedge funds and large institutions have $22.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 338 increasing their positions, 244 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 30

39% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 244

3% more funds holding

Funds holding: 800826 (+26)

5% more capital invested

Capital invested by funds: $21.4B → $22.4B (+$984M)

1% more funds holding in top 10

Funds holding in top 10: 204206 (+2)

0.19% more ownership

Funds ownership: 78.2%78.39% (+0.19%)

Holders
826
Holders Change
+26
Holders Change %
+3.25%
% of All Funds
11.93%
Holding in Top 10
206
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.98%
% of All Funds
2.98%
New
64
Increased
338
Reduced
244
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$146M +$183K +5,804 +0.1%
TWP
27
TFO Wealth Partners
Ohio
$138M -$1.18M -37,325 -0.9%
AAM
28
Austin Asset Management
Texas
$136M -$396K -12,547 -0.3%
CPA
29
Cardiff Park Advisors
California
$135M +$997K +31,622 +0.8%
MSWM
30
McGlone Suttner Wealth Management
Wisconsin
$134M +$35.1M +1,112,406 +32%
Cerity Partners
31
Cerity Partners
New York
$134M -$602K -19,096 -0.5%
EAM
32
Evanson Asset Management
California
$128M -$127K -4,025 -0.1%
ADL
33
Asset Dedication LLC
California
$120M +$9.12M +289,344 +8%
Bank of America
34
Bank of America
North Carolina
$120M +$20M +635,664 +21%
TFP
35
Triune Financial Partners
Kansas
$117M +$930K +29,504 +0.8%
SSC
36
Syverson Strege & Co
Iowa
$111M -$87.3K -2,768 -0.1%
OFA
37
Onyx Financial Advisors
Idaho
$108M +$1.4M +44,421 +1%
AF
38
Allworth Financial
California
$107M +$668K +21,167 +0.7%
UBS Group
39
UBS Group
Switzerland
$107M -$3.37M -106,715 -3%
Mariner
40
Mariner
Kansas
$106M +$1.48M +47,011 +1%
AssetMark Inc
41
AssetMark Inc
California
$104M -$1.39M -44,200 -1%
CCA
42
Catalyst Capital Advisors
New York
$103M +$4.86M +154,181 +5%
MRC
43
Millburn Ridgefield Corp
New York
$103M +$4.86M +154,181 +5%
VAS
44
Vestmark Advisory Solutions
Massachusetts
$102M +$6.09M +193,195 +6%
BEW
45
Burton Enright Welch
California
$102M +$2.5M +79,331 +3%
AFG
46
Altiora Financial Group
Ohio
$99.7M +$95.2K +3,020 +0.1%
NA
47
NewEdge Advisors
Louisiana
$98.9M -$1.4M -44,303 -1%
IWC
48
Integrated Wealth Concepts
Massachusetts
$98.6M +$20.8M +658,126 +27%
CWM
49
Core Wealth Management
Florida
$97.8M +$2.15M +68,233 +2%
JWA
50
JFS Wealth Advisors
Pennsylvania
$96.8M +$2.46M +77,902 +3%

DFAC Hedge Fund Activity: Q2 2024 in Review

826 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2024, worth a combined $22.4B — up 4.6% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAC positions and 30 closed out — a net gain of 34 holders — while 338 added to existing stakes and 244 trimmed.

The largest buyer was Savant Capital, adding an estimated $139M. The largest seller was Forum Financial Management, cutting an estimated $66.8M.

  • 826 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2024, up from 800 in Q1 2024.
  • Funds reported $22.4B of Dimensional US Core Equity 2 ETF stock for Q2 2024, up 4.6% quarter-over-quarter.
  • 64 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2024 and 30 closed out, a net change of +34 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2024 was Savant Capital, an estimated $139M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2024 was Forum Financial Management, an estimated $66.8M sold.

Based on aggregated 13F filings for Q2 2024.