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Dimensional US Core Equity 2 ETF

668 hedge funds and large institutions have $15.2B invested in Dimensional US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 310 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

88% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 165

3% more funds holding

Funds holding: 648668 (+20)

4% less capital invested

Capital invested by funds: $15.8B → $15.2B (-$575M)

1% less funds holding in top 10

Funds holding in top 10: 161159 (-2)

2.27% less ownership

Funds ownership: 75.98%73.71% (-2.3%)

Holders
668
Holders Change
+20
Holders Change %
+3.09%
% of All Funds
10.49%
Holding in Top 10
159
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.24%
% of All Funds
2.5%
New
45
Increased
310
Reduced
165
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
526
Highland Financial Advisors
New Jersey
$391K -$3.87K -150 -1%
FA
527
Fiduciary Alliance
South Carolina
$391K
CWA
528
Clarus Wealth Advisors
Arizona
$390K -$54K -2,095 -13%
LFG
529
Lockerman Financial Group
California
$390K
SHGA
530
Sand Hill Global Advisors
California
$387K -$26.6K -1,031 -7%
KTC
531
Kistler-Tiffany Companies
Pennsylvania
$378K
RA
532
Regis Acquisition
Colorado
$375K +$1.24K +48 +0.3%
CAMV
533
Concord Asset Management (Virginia)
Virginia
$372K +$41.3K +1,604 +13%
DWP
534
Destiny Wealth Partners
Florida
$371K
CTC
535
Central Trust Company
Missouri
$370K
PWM
536
PRW Wealth Management
Massachusetts
$366K +$21.8K +846 +7%
WTC
537
WhitTier Trust Company
Nevada
$362K
KWS
538
Keystone Wealth Services
California
$345K
SBH
539
Segall Bryant & Hamill
Illinois
$342K -$12.2K -475 -4%
Kovitz Investment Group Partners
540
Kovitz Investment Group Partners
Illinois
$341K -$11.8K -457 -4%
CFGS
541
Concourse Financial Group Securities
Alabama
$338K +$41K +1,591 +15%
BRWA
542
B. Riley Wealth Advisors
Florida
$337K -$11.8K -457 -4%
GWANC
543
Guardian Wealth Advisors (North Carolina)
North Carolina
$337K -$16.7K -649 -5%
BWP
544
Balboa Wealth Partners
Arizona
$336K
SSB
545
Sandy Spring Bank
Maryland
$335K +$304K +11,786 +2,179%
CIC
546
Cutler Investment Counsel
Oregon
$333K
ERIM
547
Eagle Ridge Investment Management
Connecticut
$332K
GCM
548
G2 Capital Management
Ohio
$328K -$24.4K -945 -7%
VF
549
Vista Finance
Missouri
$326K
IF
550
Intrua Financial
Texas
$324K

DFAC Hedge Fund Activity: Q2 2023 in Review

668 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2023, worth a combined $15.2B — down 3.6% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new DFAC positions and 18 closed out — a net gain of 27 holders — while 310 added to existing stakes and 165 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $345M. The largest seller was Summit Wealth Group, cutting an estimated $775M.

  • 668 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2023, up from 648 in Q1 2023.
  • Funds reported $15.2B of Dimensional US Core Equity 2 ETF stock for Q2 2023, down 3.6% quarter-over-quarter.
  • 45 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2023 and 18 closed out, a net change of +27 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $345M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $775M sold.

Based on aggregated 13F filings for Q2 2023.