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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
RPSA
526
Richard P. Slaughter Associates
Texas
$812K
PNC Financial Services Group
527
PNC Financial Services Group
Pennsylvania
$805K +$115K +3,642 +17%
DJSG
528
D.J. St. Germain
Massachusetts
$803K -$87.5K -2,776 -10%
KA
529
Kovack Advisors
Florida
$803K +$786K +24,912 New
ACC
530
Acorn Creek Capital
Colorado
$802K -$17.7K -560 -2%
CGFA
531
Colton Groome Financial Advisors
North Carolina
$801K
QCM
532
QRG Capital Management
Illinois
$787K +$265K +8,395 +52%
VI
533
VanderPol Investments
Michigan
$786K -$2.97M -94,191 -79%
Bank of New York Mellon
534
Bank of New York Mellon
New York
$784K +$767K +24,332 New
MAA
535
Mraz Amerine & Associates
California
$780K -$133K -4,231 -15%
SRSA
536
S.R. Schill & Associates
Washington
$760K +$2.24K +71 +0.3%
SFS
537
Security Financial Services
Indiana
$756K -$55K -1,745 -7%
SOS
538
Silver Oak Securities
Tennessee
$753K +$195K +6,168 +36%
TFM
539
TFC Financial Management
Massachusetts
$741K +$2.18K +69 +0.3%
MPAM
540
Murphy Pohlad Asset Management
Minnesota
$726K
QPWM
541
Quadrant Private Wealth Management
Pennsylvania
$721K
EB
542
Emprise Bank
Kansas
$719K
BAWC
543
Boyce & Associates Wealth Consulting
Texas
$714K +$18.9K +598 +3%
BB
544
Busey Bank
Illinois
$707K
RWM
545
Revisor Wealth Management
Ohio
$700K -$132K -4,190 -16%
BTW
546
Boston Trust Walden
Massachusetts
$694K
CSIC
547
Clifford Swan Investment Counsel
California
$687K
BMD
548
Better Money Decisions
New Mexico
$685K -$10.2K -325 -2%
SB
549
Strategic Blueprint
Georgia
$682K +$11K +350 +2%
FWM
550
Fortress Wealth Management
California
$679K +$694 +22 +0.1%

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.