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Dimensional US Core Equity 2 ETF

826 hedge funds and large institutions have $22.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 338 increasing their positions, 244 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 30

39% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 244

3% more funds holding

Funds holding: 800826 (+26)

5% more capital invested

Capital invested by funds: $21.4B → $22.4B (+$984M)

1% more funds holding in top 10

Funds holding in top 10: 204206 (+2)

0.19% more ownership

Funds ownership: 78.2%78.39% (+0.19%)

Holders
826
Holders Change
+26
Holders Change %
+3.25%
% of All Funds
11.93%
Holding in Top 10
206
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.98%
% of All Funds
2.98%
New
64
Increased
338
Reduced
244
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
501
Advisory Services Network
Georgia
$967K +$394K +12,496 +71%
MFWP
502
Mosaic Family Wealth Partners
Missouri
$960K -$851 -27 -0.1%
LA
503
Lane & Associates
New Jersey
$956K -$6.84K -217 -0.7%
MCA
504
Magnolia Capital Advisors
Mississippi
$941K +$920K +29,177 New
AWM
505
Aspire Wealth Management
Massachusetts
$933K +$6.69K +212 +0.7%
RB
506
Renasant Bank
Mississippi
$929K
WT
507
Washington Trust
Rhode Island
$917K +$537K +17,021 +149%
OWP
508
Obermeyer Wealth Partners
Colorado
$916K +$896K +28,415 New
IA
509
IFP Advisors
Florida
$915K -$29.9K -947 -3%
PIA
510
Perennial Investment Advisors
California
$907K -$7.73K -245 -0.9%
ECG
511
Edge Capital Group
Georgia
$906K
NP
512
NorthRock Partners
Minnesota
$898K
QFA
513
Quantum Financial Advisors
California
$896K
AIS
514
American Investment Services
Massachusetts
$873K +$189K +6,009 +29%
EWA
515
Elevate Wealth Advisory
Georgia
$869K +$7.54K +239 +0.9%
MPW
516
Monterey Private Wealth
California
$869K +$1.2K +38 +0.1%
OC
517
Oakworth Capital
Alabama
$865K
IFWM
518
Institute for Wealth Management
Colorado
$863K
SMA
519
Sage Mountain Advisors
Georgia
$861K
DCM
520
DGS Capital Management
New Jersey
$853K
Janney Montgomery Scott
521
Janney Montgomery Scott
Pennsylvania
$842K +$449K +14,250 +120%
ACA
522
Affinity Capital Advisors
California
$827K
FCG
523
Fielder Capital Group
Tennessee
$822K -$119K -3,761 -13%
CWM
524
CarsonAllaria Wealth Management
Illinois
$814K +$1.17K +37 +0.1%
CFS
525
CRA Financial Services
New Jersey
$812K

DFAC Hedge Fund Activity: Q2 2024 in Review

826 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2024, worth a combined $22.4B — up 4.6% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAC positions and 30 closed out — a net gain of 34 holders — while 338 added to existing stakes and 244 trimmed.

The largest buyer was Savant Capital, adding an estimated $139M. The largest seller was Forum Financial Management, cutting an estimated $66.8M.

  • 826 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2024, up from 800 in Q1 2024.
  • Funds reported $22.4B of Dimensional US Core Equity 2 ETF stock for Q2 2024, up 4.6% quarter-over-quarter.
  • 64 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2024 and 30 closed out, a net change of +34 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2024 was Savant Capital, an estimated $139M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2024 was Forum Financial Management, an estimated $66.8M sold.

Based on aggregated 13F filings for Q2 2024.