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Dimensional US Core Equity 2 ETF

648 hedge funds and large institutions have $15.8B invested in Dimensional US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 290 increasing their positions, 161 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

80% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 161

39% more capital invested

Capital invested by funds: $11.4B → $15.8B (+$4.41B)

6.01% more ownership

Funds ownership: 69.97%75.98% (+6%)

5% more funds holding

Funds holding: 616648 (+32)

3% more funds holding in top 10

Funds holding in top 10: 156161 (+5)

Holders
648
Holders Change
+32
Holders Change %
+5.19%
% of All Funds
10.33%
Holding in Top 10
161
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.21%
% of All Funds
2.57%
New
66
Increased
290
Reduced
161
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
526
Destiny Wealth Partners
Florida
$340K
Natixis Advisors
527
Natixis Advisors
Massachusetts
$338K +$336K +13,263 New
KP
528
Keel Point
Alabama
$338K +$336K +13,263 New
GWANC
529
Guardian Wealth Advisors (North Carolina)
North Carolina
$332K +$760 +30 +0.2%
Kovitz Investment Group Partners
530
Kovitz Investment Group Partners
Illinois
$332K -$40.3K -1,591 -11%
SBH
531
Segall Bryant & Hamill
Illinois
$332K
GCM
532
G2 Capital Management
Ohio
$331K -$12.2K -481 -4%
BRWA
533
B. Riley Wealth Advisors
Florida
$328K -$5.32K -210 -2%
KWS
534
Keystone Wealth Services
California
$324K
EWA
535
EP Wealth Advisors
California
$323K -$27.4M -1,082,006 -99%
BCM
536
Blume Capital Management
California
$321K +$25.4K +1,004 +9%
PWM
537
PRW Wealth Management
Massachusetts
$317K -$138K -5,431 -30%
BWP
538
Balboa Wealth Partners
Arizona
$316K
EWA
539
Exencial Wealth Advisors
Oklahoma
$315K +$507 +20 +0.2%
PF
540
Parker Financial
Washington
$313K +$311K +12,268 New
CIC
541
Cutler Investment Counsel
Oregon
$312K
ERIM
542
Eagle Ridge Investment Management
Connecticut
$311K
JFGLC
543
Johnson Financial Group LLC (Colorado)
Colorado
$310K
CAMV
544
Concord Asset Management (Virginia)
Virginia
$309K +$307K +12,110 New
DWM
545
Drive Wealth Management
Utah
$308K +$4.18K +165 +1%
VF
546
Vista Finance
Missouri
$306K
US Bancorp
547
US Bancorp
Minnesota
$305K -$832K -32,838 -73%
IF
548
Intrua Financial
Texas
$301K
TC
549
TownSquare Capital
Utah
$293K +$3.12K +123 +1%
RIA
550
Regal Investment Advisors
Michigan
$292K

DFAC Hedge Fund Activity: Q1 2023 in Review

648 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2023, worth a combined $15.8B — up 39% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new DFAC positions and 17 closed out — a net gain of 49 holders — while 290 added to existing stakes and 161 trimmed.

The largest buyer was Summit Wealth Group, adding an estimated $781M. The largest seller was EP Wealth Advisors, cutting an estimated $27.4M.

  • 648 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2023, up from 616 in Q4 2022.
  • Funds reported $15.8B of Dimensional US Core Equity 2 ETF stock for Q1 2023, up 39% quarter-over-quarter.
  • 66 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2023 and 17 closed out, a net change of +49 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $781M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2023.