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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
TCA
551
Transcend Capital Advisors
New Jersey
$291K -$66.9K -2,642 -19%
WT
552
Washington Trust
Rhode Island
$291K
AP
553
Arlington Partners
Alabama
$286K +$284K +11,229 New
Empower Advisory Group
554
Empower Advisory Group
Colorado
$285K +$282K +11,127 New
GD
555
Grandfield & Dodd
New York
$281K
MCM
556
Monument Capital Management
Virginia
$281K
FA
557
Flagstar Advisors
New York
$279K
CFGS
558
Concourse Financial Group Securities
Alabama
$276K +$275K +10,840 New
GEA
559
Glen Eagle Advisors
New Jersey
$275K
LFA
560
LifeGuide Financial Advisors
Pennsylvania
$271K +$269K +10,631 New
BFA
561
Beacon Financial Advisory
Ohio
$269K +$268K +10,572 New
AIA
562
Arbor Investment Advisors
North Carolina
$268K -$60.7K -2,397 -19%
Luther King Capital Management (LKCM)
563
Luther King Capital Management (LKCM)
Texas
$267K
TAM
564
Titleist Asset Management
Texas
$267K +$265K +10,470 New
WWA
565
WCG Wealth Advisors
Nevada
$265K
HWM
566
Horizon Wealth Management
Illinois
$264K +$304 +12 +0.1%
IF
567
Ironwood Financial
Arizona
$264K
EWM
568
Evercore Wealth Management
New York
$259K
HFS
569
Horizon Financial Services
North Carolina
$256K
GWSG
570
GPS Wealth Strategies Group
Colorado
$255K +$253K +9,992 New
EA
571
Ellsworth Advisors
Ohio
$253K -$57.8K -2,281 -19%
GWMIA
572
Global Wealth Management Investment Advisory
Florida
$246K
Kayne Anderson Rudnick Investment Management
573
Kayne Anderson Rudnick Investment Management
California
$246K
MAG
574
Mokosak Advisory Group
Iowa
$242K +$583 +23 +0.2%
GT
575
Glenmede Trust
Pennsylvania
$241K -$26.7K -1,055 -10%

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.