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Dimensional US Core Equity 2 ETF
DFAC

765 hedge funds and large institutions have $19B invested in Dimensional US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 287 increasing their positions, 224 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 26

28% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 224

21% more funds holding in top 10

Funds holding in top 10: 166 → 201 (+35)

19% more capital invested

Capital invested by funds: $16B → $19B (+$2.98B)

12% more funds holding

Funds holding: 686 → 765 (+79)

2.02% more ownership

Funds ownership: 76.67% → 78.69% (+2%)

Holders
765
Holders Change
+79
Holders Change %
+11.52%
% of All Funds
11.15%
Holding in Top 10
201
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+21.08%
% of All Funds
2.93%
New
117
Increased
287
Reduced
224
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$171M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$92.3M
3
AC
Apella Capital
Connecticut
+$75.6M
4
OIA
OneDigital Investment Advisors
Kansas
+$53M
5
PWS
Paragon Wealth Strategies
Florida
+$39.2M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$177M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$58.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$41.8M
4
UCFA
United Capital Financial Advisors
Texas
-$16.2M
5
RA
RFG Advisory
Alabama
-$9.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
RPSA
501
Richard P. Slaughter Associates
Texas
$736K – – –
CWM
502
CarsonAllaria Wealth Management
Illinois
$736K -$2.19K -81 -0.3%
RWM
503
Revisor Wealth Management
Ohio
$729K +$149K +5,503 +28%
KA
504
Kovack Advisors
Florida
$728K +$27 +1 +0%
CGFA
505
Colton Groome Financial Advisors
North Carolina
$726K +$672K +24,838 New
AWM
506
Arista Wealth Management
Nevada
$726K +$3.38K +125 +0.5%
LSA
507
Lion Street Advisors
Texas
$719K -$7.96K -294 -1%
ACC
508
Acorn Creek Capital
Colorado
$719K +$665K +24,594 New
NAM
509
NorthCrest Asset Manangement
Minnesota
$710K – – –
CG
510
Caprock Group
Idaho
$686K +$204K +7,523 +47%
SRSA
511
S.R. Schill & Associates
Washington
$685K – – –
TFM
512
TFC Financial Management
Massachusetts
$669K +$2.22K +82 +0.4%
MPAM
513
Murphy Pohlad Asset Management
Minnesota
$658K – – –
BMD
514
Better Money Decisions
New Mexico
$657K +$1.87K +69 +0.3%
FFA
515
First Foundation Advisors
California
$656K – – –
QPWM
516
Quadrant Private Wealth Management
Pennsylvania
$654K – – –
FWM
517
Fortress Wealth Management
California
$653K +$99.7K +3,683 +20%
CPCM
518
Cardinal Point Capital Management
Ontario, Canada
$647K – – –
BB
519
Busey Bank
Illinois
$641K – – –
BTW
520
Boston Trust Walden
Massachusetts
$630K – – –
PIFP
521
Partners in Financial Planning
Virginia
$627K +$1.62K +60 +0.3%
MFWP
522
Mosaic Family Wealth Partners
Missouri
$626K +$81 +3 +0%
CSIC
523
Clifford Swan Investment Counsel
California
$623K -$3.79K -140 -0.7%
YWM
524
Yoder Wealth Management
California
$618K – – –
SPP
525
Single Point Partners
Massachusetts
$613K – – –
19 20
21
22 23

DFAC Hedge Fund Activity: Q4 2023 in Review

765 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q4 2023, worth a combined $19B — up 19% from $16B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new DFAC positions and 26 closed out — a net gain of 91 holders — while 287 added to existing stakes and 224 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $171M. The largest seller was Strategic Investment Solutions, cutting an estimated $177M.

  • 765 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q4 2023, up from 686 in Q3 2023.
  • Funds reported $19B of Dimensional US Core Equity 2 ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 117 funds opened new Dimensional US Core Equity 2 ETF positions in Q4 2023 and 26 closed out, a net change of +91 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q4 2023 was Mercer Global Advisors, an estimated $171M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2023.