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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
HBT
501
Hills Bank & Trust
Iowa
$194K
PMFA
502
Plante Moran Financial Advisors
Michigan
$186K +$760 +30 +0.4%
TRCT
503
Tower Research Capital (TRC)
New York
$185K +$200K +7,899 +19,748%
CTC
504
Central Trust Company
Missouri
$183K
LC
505
Lindbrook Capital
California
$160K
CWM
506
Curi Wealth Management
North Carolina
$155K +$169K +6,664 New
RBC
507
Roble Belko & Company
Pennsylvania
$151K
JWBC
508
John W. Brooker & Co
California
$147K
NMG
509
New Millennium Group
Utah
$146K +$158K +6,252 New
GLLW
510
Graves Light Lenhart Wealth
Virginia
$131K +$532 +21 +0.4%
BTI
511
Blue Trust Inc
Georgia
$128K +$117K +4,637 New
AW
512
ACG Wealth
Georgia
$119K +$129K +5,106 New
ME
513
McIlrath & Eck
Washington
$111K
DI
514
Disciplined Investments
Oklahoma
$99K +$2.4K +95 +2%
BCM
515
Blume Capital Management
California
$99K +$108K +4,250 New
PFGIA
516
Patriot Financial Group Insurance Agency
Massachusetts
$96K -$3.27K -129 -3%
FHA
517
First Horizon Advisors
Tennessee
$94K +$103K +4,058 New
BC
518
Burleson & Co
California
$93K
MAWCM
519
Mine & Arao Wealth Creation & Management
California
$90K +$354 +14 +0.4%
CI
520
CX Institutional
Indiana
$74K +$80.7K +3,189 New
PFA
521
Professional Financial Advisors
Nebraska
$70K
DEM
522
Disciplined Equity Management
Florida
$69K +$74.7K +2,950 New
SIAP
523
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$64K
HIA
524
Harbor Investment Advisory
Maryland
$53K
M&T Bank
525
M&T Bank
New York
$51K +$1.33M +52,715 New

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.