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Dimensional US Core Equity 2 ETF

998 hedge funds and large institutions have $26.7B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 336 increasing their positions, 285 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 18

25% more funds holding in top 10

Funds holding in top 10: 211264 (+53)

18% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 285

16% more funds holding

Funds holding: 858998 (+140)

9% more capital invested

Capital invested by funds: $24.5B → $26.7B (+$2.23B)

4.04% more ownership

Funds ownership: 78.57%82.6% (+4%)

Holders
998
Holders Change
+140
Holders Change %
+16.32%
% of All Funds
13.15%
Holding in Top 10
264
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.12%
% of All Funds
3.48%
New
174
Increased
336
Reduced
285
Closed
18
Calls
$1.38M
Puts
Net Calls
+$1.38M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
551
Wedbush Securities
California
$1.22M -$3.52K -100 -0.3%
MADFP
552
Michael A Dubis Financial Planning
Wisconsin
$1.21M +$1.23M +34,921 New
LSA
553
Lion Street Advisors
Texas
$1.2M -$46.2K -1,311 -4%
OPWM
554
Oakwell Private Wealth Management
Texas
$1.19M
LA
555
Lane & Associates
New Jersey
$1.19M +$93.2K +2,645 +9%
SA
556
Sanctuary Advisors
Indiana
$1.19M +$845K +24,006 +268%
WIA
557
World Investment Advisors
California
$1.18M +$352K +10,005 +42%
LG
558
LAM Group
Oregon
$1.17M +$106 +3 +0%
SF
559
Symphony Financial
Texas
$1.16M +$3.03K +86 +0.3%
BCM
560
Brookstone Capital Management
Illinois
$1.16M -$97.3K -2,762 -8%
KWM
561
Kingsview Wealth Management
Oregon
$1.15M +$3.27K +93 +0.3%
APC
562
Aspire Private Capital
North Carolina
$1.15M +$30.8K +874 +3%
CB
563
Commerce Bank
Missouri
$1.14M
AIM
564
Archer Investment Management
Texas
$1.13M +$1.15M +32,594 New
CFG
565
Cooper Financial Group
California
$1.13M -$135K -3,835 -11%
RA
566
Rise Advisors
New York
$1.12M +$3.21K +91 +0.3%
HWA
567
Heritage Wealth Advisors
Virginia
$1.12M
CFO
568
Collective Family Office
Pennsylvania
$1.12M
LBC
569
Lowe Brockenbrough & Co
Virginia
$1.11M
FSWA
570
Financial Synergies Wealth Advisors
Texas
$1.1M +$3.21K +91 +0.3%
QCM
571
QRG Capital Management
Illinois
$1.1M +$184K +5,233 +20%
FWM
572
Fortress Wealth Management
California
$1.08M +$359K +10,183 +48%
Goldman Sachs
573
Goldman Sachs
New York
$1.08M +$1.1M +31,161 New
O3W
574
Omni 360 Wealth
New Jersey
$1.08M -$48.2K -1,368 -4%
Bank of New York Mellon
575
Bank of New York Mellon
New York
$1.07M +$625K +17,735 +133%

DFAC Hedge Fund Activity: Q4 2024 in Review

998 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q4 2024, worth a combined $26.7B — up 9.1% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new DFAC positions and 18 closed out — a net gain of 156 holders — while 336 added to existing stakes and 285 trimmed.

The largest buyer was Essential Planning, adding an estimated $137M. The largest seller was Mercer Global Advisors, cutting an estimated $127M.

  • 998 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q4 2024, up from 858 in Q3 2024.
  • Funds reported $26.7B of Dimensional US Core Equity 2 ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 174 funds opened new Dimensional US Core Equity 2 ETF positions in Q4 2024 and 18 closed out, a net change of +156 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q4 2024 was Essential Planning, an estimated $137M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2024.