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Dimensional US Core Equity 2 ETF

548 hedge funds and large institutions have $8.66B invested in Dimensional US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 185 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 27

41% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 131

19% more funds holding

Funds holding: 461548 (+87)

18% more funds holding in top 10

Funds holding in top 10: 99117 (+18)

4.92% more ownership

Funds ownership: 58.46%63.38% (+4.9%)

2% less capital invested

Capital invested by funds: $8.86B → $8.66B (-$199M)

Holders
548
Holders Change
+87
Holders Change %
+18.87%
% of All Funds
9.23%
Holding in Top 10
117
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.18%
% of All Funds
1.97%
New
120
Increased
185
Reduced
131
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
526
Arcadia Investment Advisors
Idaho
$45K
CIAS
527
Capital Investment Advisory Services
North Carolina
$40K
NIC
528
Northwest Investment Counselors
Oregon
$38K
FF
529
FourThought Financial
Florida
$35K
HNB
530
Huntington National Bank
Ohio
$34K
JP Morgan Chase
531
JP Morgan Chase
New York
$33K
WWMSC
532
Wagner Wealth Management (South Carolina)
South Carolina
$32K +$35.1K +1,387 New
IHWM
533
Iron Horse Wealth Management
Iowa
$31K +$34.2K +1,351 New
SBL
534
Sargent Bickham Lagudis
Colorado
$28K
MCA
535
Maryland Capital Advisors
Maryland
$23K
JFA
536
JNBA Financial Advisors
Minnesota
$20K
FBC
537
Fairfield, Bush & Co
Connecticut
$20K +$21.4K +846 New
AWM
538
Accel Wealth Management
Iowa
$19K
SSB
539
Sandy Spring Bank
Maryland
$12K +$13.5K +535 New
FCG
540
Financial Connections Group
California
$7K
CFN
541
Cordasco Financial Network
Florida
$7K +$7.6K +300 New
TCWM
542
Total Clarity Wealth Management
Illinois
$6K +$6.46K +255 New
GWA
543
Gibson Wealth Advisors
Texas
$5K
ACA
544
Atlas Capital Advisors
Wyoming
$4.26K -$20.3K -800 -81%
SC
545
Siena Capital
Ohio
$3K +$25 +1 +0.8%
JWM
546
Janiczek Wealth Management
Colorado
$2K
TFGT
547
TS Financial Group (TSFG)
Illinois
$1K +$760 +30 New
WFA
548
West Financial Advisors
Iowa
$1K +$1.32K +52 New
Bank of Montreal
549
Bank of Montreal
Ontario, Canada
$14 +$14.2K +561 New
TI
550
Truepoint Inc
Ohio
-$11.2M -448,872 Closed

DFAC Hedge Fund Activity: Q2 2022 in Review

548 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2022, worth a combined $8.66B — down 2.2% from $8.86B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new DFAC positions and 27 closed out — a net gain of 93 holders — while 185 added to existing stakes and 131 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $378M. The largest seller was CFS Investment Advisory Services, cutting an estimated $69.5M.

  • 548 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2022, up from 461 in Q1 2022.
  • Funds reported $8.66B of Dimensional US Core Equity 2 ETF stock for Q2 2022, down 2.2% quarter-over-quarter.
  • 120 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2022 and 27 closed out, a net change of +93 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2022 was LPL Financial, an estimated $378M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $69.5M sold.

Based on aggregated 13F filings for Q2 2022.