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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
FWM
476
Frontier Wealth Management
Missouri
$237K
HFS
477
Horizon Financial Services
North Carolina
$234K
Kovitz Investment Group Partners
478
Kovitz Investment Group Partners
Illinois
$233K -$66.6K -2,632 -21%
BOH
479
Bank of Hawaii
Hawaii
$231K +$251K +9,933 New
Lido Advisors
480
Lido Advisors
California
$226K +$246K +9,701 New
GWMIA
481
Global Wealth Management Investment Advisory
Florida
$225K
Kayne Anderson Rudnick Investment Management
482
Kayne Anderson Rudnick Investment Management
California
$225K
PFBT
483
Parkside Financial Bank & Trust
Missouri
$221K
MAG
484
Mokosak Advisory Group
Iowa
$218K +$886 +35 +0.4%
BP
485
BBR Partners
New York
$217K +$861 +34 +0.4%
CA
486
Clearstead Advisors
Ohio
$215K
PA
487
PFG Advisors
Arizona
$215K +$233K +9,218 New
GWSG
488
GPS Wealth Strategies Group
Colorado
$212K +$230K +9,078 New
BIP
489
Blueprint Investment Partners
North Carolina
$210K +$229K +9,031 New
GCA
490
Gradient Capital Advisors
California
$209K -$30.3K -1,195 -12%
CF
491
Centaurus Financial
California
$209K
EFS
492
Essex Financial Services
Connecticut
$208K +$329 +13 +0.1%
SPC
493
Sigma Planning Corp
Michigan
$207K +$25 +1 +0%
Renaissance Technologies
494
Renaissance Technologies
New York
$205K -$68.4K -2,700 -23%
BS
495
Boenning & Scattergood
Pennsylvania
$204K
EA
496
Ellsworth Advisors
Ohio
$203K -$18.1K -713 -8%
KP
497
Keel Point
Alabama
$203K
VCM
498
Vivaldi Capital Management
Illinois
$203K +$221K +8,710 New
HI
499
Harbour Investments
Wisconsin
$198K +$215K +8,507 New
EK
500
Evensky & Katz
Florida
$195K +$684 +27 +0.3%

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.