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Dimensional US Core Equity 2 ETF
DFAC

858 hedge funds and large institutions have $24.5B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 360 increasing their positions, 240 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 23

50% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 240

10% more capital invested

Capital invested by funds: $22.4B → $24.5B (+$2.13B)

4% more funds holding

Funds holding: 826 → 858 (+32)

2% more funds holding in top 10

Funds holding in top 10: 206 → 211 (+5)

0.17% more ownership

Funds ownership: 78.39% → 78.57% (+0.17%)

Holders
858
Holders Change
+32
Holders Change %
+3.87%
% of All Funds
12.32%
Holding in Top 10
211
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.43%
% of All Funds
3.03%
New
65
Increased
360
Reduced
240
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.26B
2
WANY
Wealthspire Advisors (New York)
New York
+$253M
3
WA
Wealthstream Advisors
New York
+$114M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$104M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$80.3M

Top Sellers

Rank Fund Capital Flow
1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$60.5M
2
LWM
Liberty Wealth Management
California
-$25.7M
3
SWG
Summit Wealth Group
Vermont
-$24.6M
4
DWM
Diversify Wealth Management
Utah
-$20.5M
5
SW
Simplicity Wealth
New Jersey
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
476
Parkwoods Wealth Partners
New York
$1.23M +$1.19M +35,979 New
DEM
477
Disciplined Equity Management
Florida
$1.23M +$2.31K +70 +0.2%
ECM
478
Evergreen Capital Management
Washington
$1.21M – – –
AIP
479
Almanack Investment Partners
Pennsylvania
$1.21M +$231 +7 +0%
WS
480
Wedbush Securities
California
$1.21M – – –
OPWM
481
Oakwell Private Wealth Management
Texas
$1.18M -$203K -6,141 -15%
US Bancorp
482
US Bancorp
Minnesota
$1.17M +$28.3K +856 +3%
LG
483
LAM Group
Oregon
$1.16M +$231 +7 +0%
KWM
484
Kingsview Wealth Management
Oregon
$1.13M +$3.04K +92 +0.3%
CB
485
Commerce Bank
Missouri
$1.13M -$5.78K -175 -0.5%
O3W
486
Omni 360 Wealth
New Jersey
$1.11M – – –
HWA
487
Heritage Wealth Advisors
Virginia
$1.11M – – –
RA
488
Rise Advisors
New York
$1.11M +$2.97K +90 +0.3%
CFO
489
Collective Family Office
Pennsylvania
$1.11M – – –
SF
490
Symphony Financial
Texas
$1.11M – – –
APC
491
Aspire Private Capital
North Carolina
$1.11M +$23.2K +703 +2%
LBC
492
Lowe Brockenbrough & Co
Virginia
$1.1M +$1.06M +31,964 New
FSWA
493
Financial Synergies Wealth Advisors
Texas
$1.08M +$2.87K +87 +0.3%
DAS
494
Diversify Advisory Services
Utah
$1.08M +$231 +7 +0%
NFG
495
Northeast Financial Group
Pennsylvania
$1.08M -$341K -10,331 -25%
HPA
496
High Probability Advisors
New York
$1.06M +$99 +3 +0%
LA
497
Lane & Associates
New Jersey
$1.05M +$36.5K +1,104 +4%
CAI
498
Capital Advisors Inc
Oklahoma
$1.05M – – –
TP
499
Tranquility Partners
Tennessee
$1.05M -$41.2K -1,247 -4%
FWA
500
FSM Wealth Advisors
Ohio
$1.04M +$429 +13 +0%
18 19
20
21 22

DFAC Hedge Fund Activity: Q3 2024 in Review

858 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q3 2024, worth a combined $24.5B — up 9.5% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new DFAC positions and 23 closed out — a net gain of 42 holders — while 360 added to existing stakes and 240 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $1.26B. The largest seller was McGlone Suttner Wealth Management, cutting an estimated $60.5M.

  • 858 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q3 2024, up from 826 in Q2 2024.
  • Funds reported $24.5B of Dimensional US Core Equity 2 ETF stock for Q3 2024, up 9.5% quarter-over-quarter.
  • 65 funds opened new Dimensional US Core Equity 2 ETF positions in Q3 2024 and 23 closed out, a net change of +42 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $1.26B added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q3 2024 was McGlone Suttner Wealth Management, an estimated $60.5M sold.

Based on aggregated 13F filings for Q3 2024.