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Dimensional US Core Equity 2 ETF

648 hedge funds and large institutions have $15.8B invested in Dimensional US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 290 increasing their positions, 161 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

80% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 161

39% more capital invested

Capital invested by funds: $11.4B → $15.8B (+$4.41B)

6.01% more ownership

Funds ownership: 69.97%75.98% (+6%)

5% more funds holding

Funds holding: 616648 (+32)

3% more funds holding in top 10

Funds holding in top 10: 156161 (+5)

Holders
648
Holders Change
+32
Holders Change %
+5.19%
% of All Funds
10.33%
Holding in Top 10
161
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.21%
% of All Funds
2.57%
New
66
Increased
290
Reduced
161
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
576
BBR Partners
New York
$240K +$557 +22 +0.2%
WAG
577
Wallace Advisory Group
California
$239K +$583 +23 +0.2%
SWM
578
Spire Wealth Management
Virginia
$237K +$205K +8,100 +667%
ERWM
579
Elk River Wealth Management
Colorado
$235K -$6.33K -250 -3%
MC
580
Matisse Capital
Oregon
$234K +$233K +9,182 New
LIM
581
Lathrop Investment Management
Arkansas
$231K
M1FG
582
Mach-1 Financial Group
Arkansas
$229K +$228K +8,992 New
CF
583
Centaurus Financial
California
$229K
LSA
584
Lion Street Advisors
Texas
$227K +$226K +8,911 New
SPC
585
Sigma Planning Corp
Michigan
$227K -$34.5K -1,361 -13%
PCIA
586
Prime Capital Investment Advisors
Kansas
$226K -$134K -5,286 -37%
HFP
587
Holistic Financial Partners
Indiana
$226K +$532 +21 +0.2%
FFWA
588
FRG Family Wealth Advisors
Washington
$226K +$557 +22 +0.2%
TWM
589
Trevian Wealth Management
Massachusetts
$222K +$221K +8,728 New
AIS
590
American Investment Services
Massachusetts
$221K
BWA
591
BDO Wealth Advisors
Florida
$219K
Commonwealth Equity Services
592
Commonwealth Equity Services
Massachusetts
$218K +$22M +869,513 +11%
HI
593
Harbour Investments
Wisconsin
$217K
CA
594
Clearstead Advisors
Ohio
$217K -$18.4K -726 -8%
EK
595
Evensky & Katz
Florida
$216K +$431 +17 +0.2%
CD
596
Chapin Davis
Maryland
$216K +$214K +8,467 New
HGERS
597
Householder Group Estate & Retirement Specialist
Arizona
$215K +$214K +8,433 New
ML
598
McAdam LLC
Pennsylvania
$215K +$214K +8,437 New
KFAA
599
Klaas Financial Asset Advisors
Illinois
$213K
IWA
600
Intercontinental Wealth Advisors
Texas
$213K +$212K +8,365 New

DFAC Hedge Fund Activity: Q1 2023 in Review

648 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2023, worth a combined $15.8B — up 39% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new DFAC positions and 17 closed out — a net gain of 49 holders — while 290 added to existing stakes and 161 trimmed.

The largest buyer was Summit Wealth Group, adding an estimated $781M. The largest seller was EP Wealth Advisors, cutting an estimated $27.4M.

  • 648 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2023, up from 616 in Q4 2022.
  • Funds reported $15.8B of Dimensional US Core Equity 2 ETF stock for Q1 2023, up 39% quarter-over-quarter.
  • 66 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2023 and 17 closed out, a net change of +49 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $781M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2023.