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Dimensional US Core Equity 2 ETF

648 hedge funds and large institutions have $15.8B invested in Dimensional US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 290 increasing their positions, 161 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

80% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 161

39% more capital invested

Capital invested by funds: $11.4B → $15.8B (+$4.41B)

6.01% more ownership

Funds ownership: 69.97%75.98% (+6%)

5% more funds holding

Funds holding: 616648 (+32)

3% more funds holding in top 10

Funds holding in top 10: 156161 (+5)

Holders
648
Holders Change
+32
Holders Change %
+5.19%
% of All Funds
10.33%
Holding in Top 10
161
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.21%
% of All Funds
2.57%
New
66
Increased
290
Reduced
161
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
501
Simplicity Solutions
Minnesota
$400K +$1.47K +58 +0.4%
FAT
502
First American Trust
California
$398K -$239K -9,429 -38%
MFG
503
Magnus Financial Group
New York
$393K +$391K +15,438 New
SHGA
504
Sand Hill Global Advisors
California
$390K
C
505
Certuity
Florida
$387K +$304 +12 +0.1%
RWA
506
Ropes Wealth Advisors
Massachusetts
$386K
RIS
507
Retirement Income Solutions
Michigan
$386K
CAM
508
CPA Asset Management
Florida
$376K
EP
509
Essential Planning
New Hampshire
$376K +$70K +2,763 +16%
MFWP
510
Mosaic Family Wealth Partners
Missouri
$374K +$371K +14,660 New
FWM
511
Fortress Wealth Management
California
$373K +$152 +6 +0%
CAI
512
Capital Advisors Inc
Oklahoma
$372K +$56.1K +2,215 +18%
HFA
513
Highland Financial Advisors
New Jersey
$371K
WTA
514
Washington Trust Advisors
Massachusetts
$371K
FA
515
Fiduciary Alliance
South Carolina
$367K
DFA
516
DHJJ Financial Advisors
Illinois
$367K -$11.9K -470 -3%
MFT
517
Moisand Fitzgerald Tamayo
Florida
$367K -$5.07K -200 -1%
LFG
518
Lockerman Financial Group
California
$366K
AA
519
Advisory Alpha
Michigan
$355K +$6.92K +273 +2%
KTC
520
Kistler-Tiffany Companies
Pennsylvania
$354K
RA
521
Regis Acquisition
Colorado
$351K +$348K +13,757 New
FIA
522
Foundations Investment Advisors
Arizona
$350K +$355 +14 +0.1%
CTC
523
Central Trust Company
Missouri
$347K +$8.36K +330 +2%
EF
524
Exeter Financial
Arizona
$347K +$91.3K +3,604 +36%
WTC
525
WhitTier Trust Company
Nevada
$340K

DFAC Hedge Fund Activity: Q1 2023 in Review

648 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2023, worth a combined $15.8B — up 39% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new DFAC positions and 17 closed out — a net gain of 49 holders — while 290 added to existing stakes and 161 trimmed.

The largest buyer was Summit Wealth Group, adding an estimated $781M. The largest seller was EP Wealth Advisors, cutting an estimated $27.4M.

  • 648 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2023, up from 616 in Q4 2022.
  • Funds reported $15.8B of Dimensional US Core Equity 2 ETF stock for Q1 2023, up 39% quarter-over-quarter.
  • 66 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2023 and 17 closed out, a net change of +49 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $781M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2023.