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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
PFBT
476
Parkside Financial Bank & Trust
Missouri
$510K +$26 +1 +0%
RCG
477
Resource Consulting Group
Florida
$506K
FWM
478
Fortress Wealth Management
California
$506K +$103K +3,981 +27%
PCIA
479
Prime Capital Investment Advisors
Kansas
$505K +$250K +9,707 +109%
RWM
480
Revisor Wealth Management
Ohio
$501K
TT
481
TI-Trust
Illinois
$499K
S
482
SignatureFD
Georgia
$498K
ECM
483
Exchange Capital Management
Michigan
$496K
CCIA
484
Cherry Creek Investment Advisors
Colorado
$493K
CT
485
Colonial Trust
South Carolina
$487K -$170K -6,581 -27%
TA
486
Tectonic Advisors
Texas
$477K
PFGIA
487
Patriot Financial Group Insurance Agency
Massachusetts
$471K +$447K +17,331 New
Fifth Third Bancorp
488
Fifth Third Bancorp
Ohio
$466K -$47.2K -1,831 -10%
AAG
489
Armstrong Advisory Group
Massachusetts
$466K +$335 +13 +0.1%
PFA
490
Pettinga Financial Advisors
Indiana
$460K -$2.58K -100 -0.6%
WP
491
WealthShield Partners
North Carolina
$458K -$102K -3,972 -19%
JFG
492
JMG Financial Group
Illinois
$457K
R
493
Rebalance
California
$457K
FVWA
494
Foster Victor Wealth Advisors
South Carolina
$453K +$1.5K +58 +0.3%
EA
495
Evolution Advisers
Virginia
$452K
PFPT
496
Pinnacle Financial Partners (Tennessee)
Tennessee
$448K
WA
497
WBH Advisory
Maryland
$447K
DWM
498
Destination Wealth Management
California
$440K
AWM
499
Accel Wealth Management
Iowa
$439K +$396K +15,374 +1,961%
CIBC Private Wealth Group
500
CIBC Private Wealth Group
Georgia
$437K

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.