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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
EVM
551
Eaton Vance Management
Massachusetts
-$8.26M -299,586 Closed
CIA
552
Caerus Investment Advisors
Texas
-$3.97M -160,901 Closed
HWMA
553
Heritage Wealth Management (Arizona)
Arizona
-$3.72M -134,989 Closed
FCAG
554
First Capital Advisors Group
New Jersey
-$2.15M -78,116 Closed
AFA
555
American Financial Advisors
Georgia
-$1.83M -66,292 Closed
Citadel Advisors
556
Citadel Advisors
Florida
-$1.29M -46,943 Closed
IAIM
557
International Assets Investment Management
Florida
-$568K -20,968 Closed
CCP
558
Carmel Capital Partners
California
-$577K -20,939 Closed
MCC
559
Money Concepts Capital
Florida
-$453K -16,424 Closed
RTC
560
Riverview Trust Company
Washington
-$335K -12,132 Closed
LA
561
Latitude Advisors
Florida
-$294K -10,665 Closed
MAM
562
Marotta Asset Management
Virginia
-$281K -10,179 Closed
HTC
563
Haverford Trust Company
Pennsylvania
-$268K -9,708 Closed
MCM
564
Maple Capital Management
Vermont
-$258K -9,362 Closed
WA
565
Waddell & Associates
Tennessee
-$233K -8,453 Closed
SFS
566
Summit Financial Strategies
Ohio
-$228K -8,260 Closed
MJRIC
567
Mogy Joel R Investment Counsel
California
-$224K -8,130 Closed
TCM
568
Tradewinds Capital Management
Washington
-$220K -7,977 Closed
SW
569
SlateStone Wealth
Florida
-$209K -7,561 Closed
IFWM
570
Institute for Wealth Management
Colorado
-$203K -7,348 Closed
HGWM
571
Horst & Graben Wealth Management
Oregon
-$201K -7,299 Closed
PB
572
Pinnacle Bancorp
Nebraska
-$124K -4,500 Closed
RP
573
Rowlandmiller & Partners
Georgia
-$107K -3,879 Closed
GWM
574
Geneos Wealth Management
Colorado
-$84K -3,046 Closed
MAM
575
Marquette Asset Management
Minnesota
-$36K -1,306 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.