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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
AIP
476
Almanack Investment Partners
Pennsylvania
$1.14M -$79.7K -2,527 -7%
WS
477
Wedbush Securities
California
$1.14M -$11.6K -369 -1%
CAM
478
Clark Asset Management
New Hampshire
$1.13M
LG
479
LAM Group
Oregon
$1.09M
US Bancorp
480
US Bancorp
Minnesota
$1.07M +$91.3K +2,894 +10%
CB
481
Commerce Bank
Missouri
$1.07M
KWM
482
Kingsview Wealth Management
Oregon
$1.06M +$2.93K +93 +0.3%
O3W
483
Omni 360 Wealth
New Jersey
$1.05M
HWA
484
Heritage Wealth Advisors
Virginia
$1.04M
SF
485
Symphony Financial
Texas
$1.04M
RA
486
Rise Advisors
New York
$1.04M +$3.06K +97 +0.3%
CFO
487
Collective Family Office
Pennsylvania
$1.04M
TP
488
Tranquility Partners
Tennessee
$1.03M -$1.54K -49 -0.2%
FSWA
489
Financial Synergies Wealth Advisors
Texas
$1.02M +$3K +95 +0.3%
APC
490
Aspire Private Capital
North Carolina
$1.02M +$59.9K +1,900 +6%
FFS
491
Founders Financial Securities
Maryland
$1.01M -$4.64K -147 -0.5%
DAS
492
Diversify Advisory Services
Utah
$1.01M +$221 +7 +0%
TCM
493
TruNorth Capital Management
Michigan
$998K
HPA
494
High Probability Advisors
New York
$993K -$15.2K -483 -2%
CAI
495
Capital Advisors Inc
Oklahoma
$990K +$508K +16,108 +110%
JC
496
JB Capital
Connecticut
$990K +$2.37K +75 +0.2%
FWI
497
Facet Wealth Inc
Maryland
$986K +$944K +29,950 New
FWA
498
FSM Wealth Advisors
Ohio
$977K +$410 +13 +0%
PWLP
499
Prio Wealth Limited Partnership
Massachusetts
$976K
EFL
500
ERn Financial LLC
Wisconsin
$971K -$1.96K -62 -0.2%

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.