We are live on ! Find out more
DFAC icon

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
WCM
551
Wealthcare Capital Management
Virginia
$319K -$126K -4,871 -29%
JFGLC
552
Johnson Financial Group LLC (Colorado)
Colorado
$319K -$10.8K -418 -3%
DFA
553
DHJJ Financial Advisors
Illinois
$318K -$69.5K -2,695 -19%
DWM
554
Drive Wealth Management
Utah
$315K -$12.1K -469 -4%
US Bancorp
555
US Bancorp
Minnesota
$315K -$9.82K -381 -3%
PFG
556
Prosperity Financial Group
California
$311K +$295K +11,460 New
WT
557
Washington Trust
Rhode Island
$310K
HWM
558
HB Wealth Management
Georgia
$309K +$293K +11,375 New
ATC
559
Argent Trust Co
Tennessee
$309K +$293K +11,372 New
WP
560
Wealthspan Partners
Iowa
$308K +$293K +11,349 New
AP
561
Arlington Partners
Alabama
$305K
Empower Advisory Group
562
Empower Advisory Group
Colorado
$302K
MCM
563
Monument Capital Management
Virginia
$299K
RF
564
Robinswood Financial
Washington
$299K +$284K +11,001 New
GEA
565
Glen Eagle Advisors
New Jersey
$293K
RIA
566
Regal Investment Advisors
Michigan
$288K -$22.4K -869 -8%
BFA
567
Beacon Financial Advisory
Ohio
$287K +$77 +3 +0%
AIA
568
Arbor Investment Advisors
North Carolina
$286K
TAM
569
Titleist Asset Management
Texas
$284K
EA
570
Ellsworth Advisors
Ohio
$284K +$13.7K +530 +5%
TCA
571
Transcend Capital Advisors
New Jersey
$283K -$26K -1,007 -9%
HWM
572
Horizon Wealth Management
Illinois
$282K +$464 +18 +0.2%
IF
573
Ironwood Financial
Arizona
$281K
EWM
574
Evercore Wealth Management
New York
$276K
MAM
575
Marotta Asset Management
Virginia
$276K +$262K +10,179 New

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.