We are live on ! Find out more
DFAC icon

Dimensional US Core Equity 2 ETF

668 hedge funds and large institutions have $15.2B invested in Dimensional US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 310 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

88% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 165

3% more funds holding

Funds holding: 648668 (+20)

4% less capital invested

Capital invested by funds: $15.8B → $15.2B (-$575M)

1% less funds holding in top 10

Funds holding in top 10: 161159 (-2)

2.27% less ownership

Funds ownership: 75.98%73.71% (-2.3%)

Holders
668
Holders Change
+20
Holders Change %
+3.09%
% of All Funds
10.49%
Holding in Top 10
159
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.24%
% of All Funds
2.5%
New
45
Increased
310
Reduced
165
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JHCP
501
Jackson Hole Capital Partners
Oklahoma
$434K
PA
502
Parallel Advisors
California
$433K -$2.71K -105 -0.7%
Natixis Advisors
503
Natixis Advisors
Massachusetts
$431K +$67.2K +2,606 +20%
Lido Advisors
504
Lido Advisors
California
$429K -$126K -4,889 -24%
BIA
505
Bell Investment Advisors
California
$428K
PCA
506
Providence Capital Advisors
North Carolina
$428K -$70.5K -2,735 -15%
SS
507
Simplicity Solutions
Minnesota
$426K
EGWAG
508
Elwood & Goetz Wealth Advisory Group
Georgia
$424K -$1.99K -77 -0.5%
MC
509
Moors & Cabot
Massachusetts
$421K +$399K +15,493 New
MFG
510
Magnus Financial Group
New York
$421K +$1.39K +54 +0.3%
MFT
511
Moisand Fitzgerald Tamayo
Florida
$417K +$24.8K +961 +7%
C
512
Certuity
Florida
$415K +$2.58K +100 +0.7%
WWP
513
WR Wealth Planners
Missouri
$414K -$362K -14,031 -48%
FIA
514
Foundations Investment Advisors
Arizona
$412K +$37.3K +1,447 +11%
RWA
515
Ropes Wealth Advisors
Massachusetts
$412K
RIS
516
Retirement Income Solutions
Michigan
$412K
EP
517
Essential Planning
New Hampshire
$411K -$114K -4,435 -23%
BCM
518
Blume Capital Management
California
$409K +$64.4K +2,500 +20%
EF
519
Exeter Financial
Arizona
$408K +$33.7K +1,306 +10%
Bank of New York Mellon
520
Bank of New York Mellon
New York
$403K -$443K -17,200 -54%
CAM
521
CPA Asset Management
Florida
$401K
MFWP
522
Mosaic Family Wealth Partners
Missouri
$400K +$2.14K +83 +0.6%
CAI
523
Capital Advisors Inc
Oklahoma
$397K
WTA
524
Washington Trust Advisors
Massachusetts
$395K
FAT
525
First American Trust
California
$392K -$30.6K -1,189 -8%

DFAC Hedge Fund Activity: Q2 2023 in Review

668 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2023, worth a combined $15.2B — down 3.6% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new DFAC positions and 18 closed out — a net gain of 27 holders — while 310 added to existing stakes and 165 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $345M. The largest seller was Summit Wealth Group, cutting an estimated $775M.

  • 668 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2023, up from 648 in Q1 2023.
  • Funds reported $15.2B of Dimensional US Core Equity 2 ETF stock for Q2 2023, down 3.6% quarter-over-quarter.
  • 45 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2023 and 18 closed out, a net change of +27 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $345M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $775M sold.

Based on aggregated 13F filings for Q2 2023.