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Dimensional US Core Equity 2 ETF

668 hedge funds and large institutions have $15.2B invested in Dimensional US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 310 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

88% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 165

3% more funds holding

Funds holding: 648668 (+20)

4% less capital invested

Capital invested by funds: $15.8B → $15.2B (-$575M)

1% less funds holding in top 10

Funds holding in top 10: 161159 (-2)

2.27% less ownership

Funds ownership: 75.98%73.71% (-2.3%)

Holders
668
Holders Change
+20
Holders Change %
+3.09%
% of All Funds
10.49%
Holding in Top 10
159
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.24%
% of All Funds
2.5%
New
45
Increased
310
Reduced
165
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
576
GPS Wealth Strategies Group
Colorado
$274K +$3.02K +117 +1%
APC
577
Aspire Private Capital
North Carolina
$274K +$260K +10,078 New
HFS
578
Horizon Financial Services
North Carolina
$272K
BWA
579
Bordeaux Wealth Advisors
California
$265K +$251K +9,750 New
GWMIA
580
Global Wealth Management Investment Advisory
Florida
$262K
Kayne Anderson Rudnick Investment Management
581
Kayne Anderson Rudnick Investment Management
California
$262K
MAG
582
Mokosak Advisory Group
Iowa
$258K +$851 +33 +0.3%
BP
583
BBR Partners
New York
$256K +$851 +33 +0.4%
TW
584
Transform Wealth
Colorado
$253K +$240K +9,322 New
SWM
585
Spire Wealth Management
Virginia
$253K
CAG
586
Csenge Advisory Group
Florida
$251K +$238K +9,251 New
ERWM
587
Elk River Wealth Management
Colorado
$251K
MC
588
Matisse Capital
Oregon
$250K +$825 +32 +0.3%
AIS
589
American Investment Services
Massachusetts
$247K
GD
590
Grandfield & Dodd
New York
$246K -$51.5K -2,000 -18%
M1FG
591
Mach-1 Financial Group
Arkansas
$244K
IWA
592
Intercontinental Wealth Advisors
Texas
$243K +$15.1K +585 +7%
HFP
593
Holistic Financial Partners
Indiana
$242K +$696 +27 +0.3%
SPC
594
Sigma Planning Corp
Michigan
$242K +$26 +1 +0%
FFWA
595
FRG Family Wealth Advisors
Washington
$241K +$799 +31 +0.4%
GT
596
Glenmede Trust
Pennsylvania
$241K
WAG
597
Wallace Advisory Group
California
$239K
IGWM
598
ICA Group Wealth Management
Colorado
$239K +$192K +7,444 +554%
Luther King Capital Management (LKCM)
599
Luther King Capital Management (LKCM)
Texas
$238K
CD
600
Chapin Davis
Maryland
$238K +$7.45K +289 +3%

DFAC Hedge Fund Activity: Q2 2023 in Review

668 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2023, worth a combined $15.2B — down 3.6% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new DFAC positions and 18 closed out — a net gain of 27 holders — while 310 added to existing stakes and 165 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $345M. The largest seller was Summit Wealth Group, cutting an estimated $775M.

  • 668 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2023, up from 648 in Q1 2023.
  • Funds reported $15.2B of Dimensional US Core Equity 2 ETF stock for Q2 2023, down 3.6% quarter-over-quarter.
  • 45 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2023 and 18 closed out, a net change of +27 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $345M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $775M sold.

Based on aggregated 13F filings for Q2 2023.