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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
YWM
551
Yoder Wealth Management
California
$677K -$26.4K -838 -4%
SPP
552
Single Point Partners
Massachusetts
$676K
PIFP
553
Partners in Financial Planning
Virginia
$675K -$15.9K -504 -2%
QCM
554
Quantinno Capital Management
New York
$667K +$297K +9,407 +83%
GCA
555
Gradient Capital Advisors
California
$665K -$3.75K -119 -0.6%
KAS
556
KPP Advisory Services
Kentucky
$661K -$6.31K -200 -1%
BFA
557
Beacon Financial Advisory
Ohio
$658K +$120K +3,797 +23%
ATPW
558
Ashton Thomas Private Wealth
Arizona
$658K +$415K +13,155 +182%
SWMG
559
Sard Wealth Management Group
Georgia
$653K -$102K -3,232 -14%
AR
560
Apeiron RIA
Texas
$645K
MECA
561
Miller Equity Capital Advisors
Texas
$637K +$269K +8,515 +76%
FF
562
Francis Financial
$636K +$622K +19,727 New
CCMG
563
Clark Capital Management Group
Pennsylvania
$634K +$33.6K +1,064 +6%
Renaissance Technologies
564
Renaissance Technologies
New York
$632K +$618K +19,600 New
EFP
565
Elser Financial Planning
Indiana
$625K +$611K +19,372 New
JIC
566
Johnson Investment Counsel
Ohio
$617K -$3K -95 -0.5%
GWM
567
Gibbs Wealth Management
Georgia
$616K +$383K +12,157 +175%
KP
568
Keel Point
Alabama
$614K -$16.6K -526 -3%
TA
569
TFB Advisors
Kansas
$612K -$131K -4,141 -18%
SEIA
570
Signature Estate & Investment Advisors
California
$611K +$597K +18,945 New
LSA
571
Lion Street Advisors
Texas
$607K -$182K -5,772 -23%
WIA
572
World Investment Advisors
California
$607K -$565K -17,920 -49%
SRC
573
Sage Rhino Capital
California
$600K -$347 -11 -0.1%
CT
574
Colonial Trust
South Carolina
$599K
TT
575
TI-Trust
Illinois
$593K

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.