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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
HBT
601
Hills Bank & Trust
Iowa
$213K
WPC
602
Wedmont Private Capital
Pennsylvania
$213K
SFS
603
Summit Financial Strategies
Ohio
$210K
SF
604
Synovus Financial
Georgia
$210K +$208K +8,223 New
LEFP
605
Leading Edge Financial Planning
Tennessee
$200K +$199K +7,854 New
SPIA
606
Steward Partners Investment Advisory
New York
$194K -$1.8K -71 -0.9%
MJRIC
607
Mogy Joel R Investment Counsel
California
$188K +$187K +7,380 New
PMFA
608
Plante Moran Financial Advisors
Michigan
$179K -$15K -593 -8%
MWC
609
MBM Wealth Consultants
Missouri
$177K
LC
610
Lindbrook Capital
California
$175K
RBC
611
Roble Belko & Company
Pennsylvania
$165K
NMG
612
New Millennium Group
Utah
$161K +$380 +15 +0.2%
BCWM
613
Bartlett & Co Wealth Management
Ohio
$159K
BC
614
Bartlett & Co
Ohio
$159K
TIM
615
Thompson Investment Management
Wisconsin
$142K +$141K +5,569 New
OA
616
Operose Advisors
Wisconsin
$142K
RI
617
Ridgewood Investments
New Jersey
$133K +$132K +5,213 New
ME
618
McIlrath & Eck
Washington
$122K
BTI
619
Blue Trust Inc
Georgia
$113K
EI
620
Ellevest Inc
New York
$112K
DI
621
Disciplined Investments
Oklahoma
$109K +$177 +7 +0.2%
PB
622
Pinnacle Bancorp
Nebraska
$107K
FHA
623
First Horizon Advisors
Tennessee
$103K
AWM
624
Avondale Wealth Management
Texas
$102K +$101K +4,000 New
MAWCM
625
Mine & Arao Wealth Creation & Management
California
$98.2K

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.