We are live on ! Find out more
DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

800 hedge funds and large institutions have $21.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 208 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 22

68% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 208

12% more capital invested

Capital invested by funds: $19B → $21.4B (+$2.36B)

5% more funds holding

Funds holding: 765 → 800 (+35)

1% more funds holding in top 10

Funds holding in top 10: 201 → 204 (+3)

0.49% less ownership

Funds ownership: 78.69% → 78.2% (-0.49%)

Holders
800
Holders Change
+35
Holders Change %
+4.58%
% of All Funds
11.52%
Holding in Top 10
204
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.49%
% of All Funds
2.94%
New
71
Increased
350
Reduced
208
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$188M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$127M
3
GM
GeoWealth Management
Illinois
+$86.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$68.8M
5
SIM
Stratos Investment Management
Ohio
+$44.6M

Top Sellers

Rank Fund Capital Flow
1
MHS
M Holdings Securities
Oregon
-$67.9M
2
PCA
Prosperity Capital Advisors
Ohio
-$47.1M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$33.6M
4
FFM
Forum Financial Management
Illinois
-$27.8M
5
SC
Savant Capital
Illinois
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
501
Perennial Investment Advisors
California
$907K – – –
ECG
502
Edge Capital Group
Georgia
$898K +$849K +28,110 New
NP
503
NorthRock Partners
Minnesota
$890K – – –
QFA
504
Quantum Financial Advisors
California
$888K – – –
DJSG
505
D.J. St. Germain
Massachusetts
$885K – – –
EW
506
Evoke Wealth
California
$868K +$820K +27,176 New
MPW
507
Monterey Private Wealth
California
$860K -$44K -1,459 -5%
OC
508
Oakworth Capital
Alabama
$858K – – –
IFWM
509
Institute for Wealth Management
Colorado
$855K +$808K +26,757 New
EWA
510
Elevate Wealth Advisory
Georgia
$854K -$100K -3,317 -11%
SMA
511
Sage Mountain Advisors
Georgia
$853K -$136K -4,511 -14%
DCM
512
DGS Capital Management
New Jersey
$845K – – –
ACA
513
Affinity Capital Advisors
California
$819K – – –
ACC
514
Acorn Creek Capital
Colorado
$813K +$25.3K +838 +3%
CWM
515
CarsonAllaria Wealth Management
Illinois
$806K +$1.57K +52 +0.2%
CFS
516
CRA Financial Services
New Jersey
$805K – – –
SFS
517
Security Financial Services
Indiana
$805K -$75.4K -2,498 -9%
RPSA
518
Richard P. Slaughter Associates
Texas
$805K – – –
CGFA
519
Colton Groome Financial Advisors
North Carolina
$794K – – –
RWM
520
Revisor Wealth Management
Ohio
$793K +$29.4K +975 +4%
SRSA
521
S.R. Schill & Associates
Washington
$751K +$1.45K +48 +0.2%
SWMG
522
Sard Wealth Management Group
Georgia
$750K -$141K -4,687 -17%
CG
523
Caprock Group
Idaho
$743K -$6.22K -206 -0.9%
TFM
524
TFC Financial Management
Massachusetts
$732K +$1.39K +46 +0.2%
LSA
525
Lion Street Advisors
Texas
$719K – – –
19 20
21
22 23

DFAC Hedge Fund Activity: Q1 2024 in Review

800 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2024, worth a combined $21.4B — up 12% from $19B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new DFAC positions and 22 closed out — a net gain of 49 holders — while 350 added to existing stakes and 208 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $188M. The largest seller was M Holdings Securities, cutting an estimated $67.9M.

  • 800 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2024, up from 765 in Q4 2023.
  • Funds reported $21.4B of Dimensional US Core Equity 2 ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 71 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2024 and 22 closed out, a net change of +49 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2024 was Focus Partners Advisor Solutions, an estimated $188M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2024 was M Holdings Securities, an estimated $67.9M sold.

Based on aggregated 13F filings for Q1 2024.