We are live on ! Find out more
DFAC icon

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
Natixis Advisors
576
Natixis Advisors
Massachusetts
$593K +$128K +4,049 +28%
PFPT
577
Pinnacle Financial Partners (Tennessee)
Tennessee
$590K
CWS
578
Confluence Wealth Services
Pennsylvania
$588K +$80.2K +2,542 +16%
FA
579
FSA Advisors
Michigan
$587K
CCIA
580
Cherry Creek Investment Advisors
Colorado
$585K
MHS
581
M Holdings Securities
Oregon
$579K
PFS
582
Prospera Financial Services
Texas
$577K +$159K +5,045 +39%
BP
583
BBR Partners
New York
$576K +$883 +28 +0.2%
FVWA
584
Foster Victor Wealth Advisors
South Carolina
$573K +$1.58K +50 +0.3%
ATC
585
Argent Trust Co
Tennessee
$562K +$176K +5,578 +47%
NWMG
586
National Wealth Management Group
Ohio
$550K -$41.2K -1,307 -7%
HWM
587
HB Wealth Management
Georgia
$546K -$55.2K -1,750 -9%
PFA
588
Pettinga Financial Advisors
Indiana
$546K
R
589
Rebalance
California
$542K
EF
590
Exeter Financial
Arizona
$539K +$473 +15 +0.1%
EA
591
Evolution Advisers
Virginia
$537K
PFGIA
592
Patriot Financial Group Insurance Agency
Massachusetts
$537K -$90.6K -2,872 -15%
WA
593
WBH Advisory
Maryland
$531K
SAI
594
Savvy Advisors Inc
New York
$530K +$122K +3,883 +31%
BWP
595
Balboa Wealth Partners
Arizona
$528K
S
596
SignatureFD
Georgia
$523K
DWM
597
Destination Wealth Management
California
$522K
FIA
598
Foundations Investment Advisors
Arizona
$519K +$68.9K +2,186 +16%
MC
599
Moors & Cabot
Massachusetts
$512K
BIA
600
Bell Investment Advisors
California
$509K

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.