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Dimensional US Core Equity 2 ETF
DFAC

800 hedge funds and large institutions have $21.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 208 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 22

68% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 208

12% more capital invested

Capital invested by funds: $19B → $21.4B (+$2.36B)

5% more funds holding

Funds holding: 765 → 800 (+35)

1% more funds holding in top 10

Funds holding in top 10: 201 → 204 (+3)

0.49% less ownership

Funds ownership: 78.69% → 78.2% (-0.49%)

Holders
800
Holders Change
+35
Holders Change %
+4.58%
% of All Funds
11.52%
Holding in Top 10
204
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.49%
% of All Funds
2.94%
New
71
Increased
350
Reduced
208
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$188M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$127M
3
GM
GeoWealth Management
Illinois
+$86.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$68.8M
5
SIM
Stratos Investment Management
Ohio
+$44.6M

Top Sellers

Rank Fund Capital Flow
1
MHS
M Holdings Securities
Oregon
-$67.9M
2
PCA
Prosperity Capital Advisors
Ohio
-$47.1M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$33.6M
4
FFM
Forum Financial Management
Illinois
-$27.8M
5
SC
Savant Capital
Illinois
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
476
Symphony Financial
Texas
$1.03M -$15.1K -500 -2%
CFO
477
Collective Family Office
Pennsylvania
$1.03M – – –
RA
478
Rise Advisors
New York
$1.03M +$1.96K +65 +0.2%
TP
479
Tranquility Partners
Tennessee
$1.02M +$18.8K +624 +2%
SWM
480
Shakespeare Wealth Management
Wisconsin
$1.02M +$38K +1,259 +4%
FFS
481
Founders Financial Securities
Maryland
$1.01M +$132K +4,381 +16%
FSWA
482
Financial Synergies Wealth Advisors
Texas
$1M +$14.2K +472 +2%
HPA
483
High Probability Advisors
New York
$1,000K +$945K +31,293 New
Northern Trust
484
Northern Trust
Illinois
$998K -$408K -13,530 -30%
TCM
485
TruNorth Capital Management
Michigan
$989K +$934K +30,954 New
DAS
486
Diversify Advisory Services
Utah
$987K +$936K +31,012 New
JC
487
JB Capital
Connecticut
$979K +$84.6K +2,802 +10%
US Bancorp
488
US Bancorp
Minnesota
$969K +$543K +17,998 +146%
FWA
489
FSM Wealth Advisors
Ohio
$967K +$272 +9 +0%
PWLP
490
Prio Wealth Limited Partnership
Massachusetts
$967K – – –
EFL
491
ERn Financial LLC
Wisconsin
$964K – – –
LA
492
Lane & Associates
New Jersey
$954K +$67.5K +2,235 +8%
MFWP
493
Mosaic Family Wealth Partners
Missouri
$952K +$253K +8,395 +39%
ICG
494
InterOcean Capital Group
Tennessee
$947K +$75.7K +2,506 +9%
APC
495
Aspire Private Capital
North Carolina
$947K +$300K +9,932 +50%
IA
496
IFP Advisors
Florida
$937K +$60 +2 +0%
FCG
497
Fielder Capital Group
Tennessee
$934K -$364K -12,043 -29%
RB
498
Renasant Bank
Mississippi
$920K +$869K +28,800 New
AWM
499
Aspire Wealth Management
Massachusetts
$917K +$28.9K +956 +3%
MAA
500
Mraz Amerine & Associates
California
$908K -$225K -7,449 -21%
18 19
20
21 22

DFAC Hedge Fund Activity: Q1 2024 in Review

800 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2024, worth a combined $21.4B — up 12% from $19B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new DFAC positions and 22 closed out — a net gain of 49 holders — while 350 added to existing stakes and 208 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $188M. The largest seller was M Holdings Securities, cutting an estimated $67.9M.

  • 800 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2024, up from 765 in Q4 2023.
  • Funds reported $21.4B of Dimensional US Core Equity 2 ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 71 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2024 and 22 closed out, a net change of +49 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2024 was Focus Partners Advisor Solutions, an estimated $188M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2024 was M Holdings Securities, an estimated $67.9M sold.

Based on aggregated 13F filings for Q1 2024.