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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
MPAM
526
Murphy Pohlad Asset Management
Minnesota
$719K – – –
FFA
527
First Foundation Advisors
California
$717K – – –
QPWM
528
Quadrant Private Wealth Management
Pennsylvania
$715K – – –
EB
529
Emprise Bank
Kansas
$713K +$674K +22,316 New
SPC
530
Sigma Planning Corp
Michigan
$710K +$377K +12,493 +128%
TA
531
TFB Advisors
Kansas
$702K +$83.6K +2,770 +14%
BB
532
Busey Bank
Illinois
$700K – – –
YWM
533
Yoder Wealth Management
California
$698K +$21.1K +700 +3%
BMD
534
Better Money Decisions
New Mexico
$689K -$27.2K -900 -4%
CBFP
535
Cedar Brook Financial Partners
Ohio
$689K +$55.5K +1,839 +9%
BAWC
536
Boyce & Associates Wealth Consulting
Texas
$688K +$49.5K +1,639 +8%
BTW
537
Boston Trust Walden
Massachusetts
$688K – – –
PIFP
538
Partners in Financial Planning
Virginia
$685K -$181 -6 -0%
PNC Financial Services Group
539
PNC Financial Services Group
Pennsylvania
$682K +$556K +18,407 +628%
CSIC
540
Clifford Swan Investment Counsel
California
$681K – – –
AIS
541
American Investment Services
Massachusetts
$673K +$332K +11,014 +110%
FWM
542
Fortress Wealth Management
California
$672K -$39.2K -1,298 -6%
SPP
543
Single Point Partners
Massachusetts
$670K – – –
SB
544
Strategic Blueprint
Georgia
$665K -$785 -26 -0.1%
GCA
545
Gradient Capital Advisors
California
$663K +$36.3K +1,202 +6%
KAS
546
KPP Advisory Services
Kentucky
$662K +$625K +20,709 New
JCM
547
Jacobi Capital Management
Pennsylvania
$647K -$748K -24,790 -55%
AR
548
Apeiron RIA
Texas
$639K – – –
PFGIA
549
Patriot Financial Group Insurance Agency
Massachusetts
$624K +$151 +5 +0%
KP
550
Keel Point
Alabama
$623K +$2.63K +87 +0.4%
20 21
22
23 24

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.