Dimensional US Core Equity 2 ETF
DFAC
548 hedge funds and large institutions have $8.66B invested in Dimensional US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 185 increasing their positions, 131 reducing their positions, and 27 closing their positions.
344% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 27
41% more repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 131
19% more funds holding
Funds holding: 461 → 548 (+87)
18% more funds holding in top 10
Funds holding in top 10: 99 → 117 (+18)
4.92% more ownership
Funds ownership: 58.46% → 63.38% (+4.9%)
2% less capital invested
Capital invested by funds: $8.86B → $8.66B (-$199M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$378M |
| 2 |
GWA
Geometric Wealth Advisors
Washington,
District of Columbia
|
+$95.8M |
| 3 |
SSC
Syverson Strege & Co
West Des Moines,
Iowa
|
+$70.5M |
| 4 |
B
BetterWealth
San Jose,
California
|
+$64.9M |
| 5 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$62.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$69.5M |
| 2 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
-$13.7M |
| 3 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$11.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.79M |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$8.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAM
576
Meeder Asset Management
Dublin,
Ohio
| – | -$21K | -779 | Closed |
|
577
Citigroup
New York
| – | +$481 | +19 | New |
|
DFAC Hedge Fund Activity: Q2 2022 in Review
548 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2022, worth a combined $8.66B — down 2.2% from $8.86B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new DFAC positions and 27 closed out — a net gain of 93 holders — while 185 added to existing stakes and 131 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $378M. The largest seller was CFS Investment Advisory Services, cutting an estimated $69.5M.
- 548 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2022, up from 461 in Q1 2022.
- Funds reported $8.66B of Dimensional US Core Equity 2 ETF stock for Q2 2022, down 2.2% quarter-over-quarter.
- 120 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2022 and 27 closed out, a net change of +93 holders.
- The largest Dimensional US Core Equity 2 ETF buyer in Q2 2022 was LPL Financial, an estimated $378M added.
- The largest Dimensional US Core Equity 2 ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $69.5M sold.
Based on aggregated 13F filings for Q2 2022.