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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
TWM
601
Trevian Wealth Management
Massachusetts
$237K
Ameriprise
602
Ameriprise
Minnesota
$234K -$272K -10,549 -55%
ASN
603
Advisory Services Network
Georgia
$233K -$221K -8,561 -50%
EK
604
Evensky & Katz
Florida
$231K +$644 +25 +0.3%
HI
605
Harbour Investments
Wisconsin
$231K
WPC
606
Wedmont Private Capital
Pennsylvania
$231K
BAM
607
Belpointe Asset Management
Nevada
$230K -$2.85M -110,586 -93%
ML
608
McAdam LLC
Pennsylvania
$229K
KFAA
609
Klaas Financial Asset Advisors
Illinois
$227K
CCMG
610
Clark Capital Management Group
Pennsylvania
$227K +$216K +8,363 New
HBT
611
Hills Bank & Trust
Iowa
$227K
SFS
612
Summit Financial Strategies
Ohio
$224K
SF
613
Synovus Financial
Georgia
$224K +$747 +29 +0.4%
LEFP
614
Leading Edge Financial Planning
Tennessee
$221K +$7.17K +278 +4%
MSFS
615
Main Street Financial Solutions
Pennsylvania
$215K +$205K +7,935 New
CA
616
Clearstead Advisors
Ohio
$213K -$16.6K -643 -8%
WA
617
Waddell & Associates
Tennessee
$213K +$202K +7,840 New
NPP
618
New Potomac Partners
Maryland
$211K +$201K +7,780 New
LC
619
Lincoln Capital
Nebraska
$211K +$200K +7,766 New
LSA
620
Lion Street Advisors
Texas
$207K -$40.1K -1,555 -17%
HTC
621
Haverford Trust Company
Pennsylvania
$207K +$196K +7,609 New
HGWM
622
Horst & Graben Wealth Management
Oregon
$202K +$192K +7,436 New
BTI
623
Blue Trust Inc
Georgia
$201K +$83.4K +3,236 +70%
VBWMG
624
Von Berge Wealth Management Group
California
$201K +$191K +7,394 New
MJRIC
625
Mogy Joel R Investment Counsel
California
$200K

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.