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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
JIC
551
Johnson Investment Counsel
Ohio
$615K – – –
HWM
552
HB Wealth Management
Georgia
$597K +$221K +7,323 +64%
SRC
553
Sage Rhino Capital
California
$595K -$9.27K -307 -2%
CCMG
554
Clark Capital Management Group
Pennsylvania
$594K +$190K +6,284 +51%
CT
555
Colonial Trust
South Carolina
$594K – – –
TT
556
TI-Trust
Illinois
$588K – – –
NWMG
557
National Wealth Management Group
Ohio
$587K -$208K -6,882 -27%
FA
558
FSA Advisors
Michigan
$586K -$272 -9 -0%
PFPT
559
Pinnacle Financial Partners (Tennessee)
Tennessee
$585K +$54.6K +1,809 +11%
CCIA
560
Cherry Creek Investment Advisors
Colorado
$580K – – –
SW
561
Simplicity Wealth
New Jersey
$578K +$546K +18,092 New
CAG
562
Csenge Advisory Group
Florida
$576K +$152K +5,029 +39%
CIBC Private Wealth Group
563
CIBC Private Wealth Group
Georgia
$574K +$91.5K +3,030 +20%
MHS
564
M Holdings Securities
Oregon
$573K -$67.9M -2,248,924 -99%
BP
565
BBR Partners
New York
$570K +$251K +8,331 +88%
CAG
566
Crestwood Advisors Group
Massachusetts
$569K +$538K +17,816 New
ASN
567
Advisory Services Network
Georgia
$559K +$247K +8,173 +88%
AG
568
Ascent Group
Virginia
$558K -$31.7K -1,050 -6%
CAM
569
CPA Asset Management
Florida
$554K +$4.86K +161 +0.9%
SOS
570
Silver Oak Securities
Tennessee
$549K +$108K +3,585 +26%
PFA
571
Pettinga Financial Advisors
Indiana
$541K -$471K -15,600 -48%
HG
572
Harbor Group
New Hampshire
$538K – – –
R
573
Rebalance
California
$537K – – –
EA
574
Evolution Advisers
Virginia
$533K – – –
BFA
575
Beacon Financial Advisory
Ohio
$531K +$21.6K +717 +5%
21 22
23
24 25

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.