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Dimensional US Core Equity 2 ETF
DFAC

686 hedge funds and large institutions have $16B invested in Dimensional US Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 295 increasing their positions, 189 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 26

56% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 189

5% more capital invested

Capital invested by funds: $15.2B → $16B (+$797M)

4% more funds holding in top 10

Funds holding in top 10: 159 → 166 (+7)

2.96% more ownership

Funds ownership: 73.71% → 76.67% (+3%)

3% more funds holding

Funds holding: 668 → 686 (+18)

Holders
686
Holders Change
+18
Holders Change %
+2.69%
% of All Funds
10.89%
Holding in Top 10
166
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.4%
% of All Funds
2.63%
New
50
Increased
295
Reduced
189
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
+$186M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$159M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$122M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$112M
5
CCA
Catalyst Capital Advisors
New York
+$80.4M

Top Sellers

Rank Fund Capital Flow
1
LWM
LJI Wealth Management
Indiana
-$44.1M
2
LPL Financial
LPL Financial
California
-$23.2M
3
PAG
Private Advisor Group
New Jersey
-$12.8M
4
HWM
Hemington Wealth Management
Virginia
-$4.85M
5
BCI
Brinker Capital Investments
Pennsylvania
-$4.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
601
Ullmann Wealth Partners Group
Florida
$252K +$262K +9,617 New
AIS
602
American Investment Services
Massachusetts
$250K +$12K +440 +5%
I
603
INVST
Indiana
$250K +$260K +9,528 New
BP
604
BBR Partners
New York
$248K +$955 +35 +0.4%
MAG
605
Mokosak Advisory Group
Iowa
$247K -$2.51K -92 -1%
MA
606
McBroom & Associates
Nevada
$246K +$257K +9,403 New
SPC
607
Sigma Planning Corp
Michigan
$245K +$12K +440 +5%
ASN
608
Advisory Services Network
Georgia
$244K +$20.8K +763 +9%
SWM
609
Spire Wealth Management
Virginia
$244K – – –
HFS
610
Horizon Financial Services
North Carolina
$243K -$20.1K -736 -7%
MC
611
Matisse Capital
Oregon
$242K +$928 +34 +0.4%
OGF
612
Orin Green Financial
California
$240K +$250K +9,161 New
GD
613
Grandfield & Dodd
New York
$237K – – –
M1FG
614
Mach-1 Financial Group
Arkansas
$236K – – –
FFWA
615
FRG Family Wealth Advisors
Washington
$234K +$873 +32 +0.4%
HFP
616
Holistic Financial Partners
Indiana
$231K -$2.92K -107 -1%
CD
617
Chapin Davis
Maryland
$229K – – –
TWM
618
Trevian Wealth Management
Massachusetts
$229K – – –
ERWM
619
Elk River Wealth Management
Colorado
$226K -$16.4K -600 -6%
EA
620
Ellsworth Advisors
Ohio
$225K -$48.6K -1,781 -17%
EP
621
Eudaimonia Partners
Tennessee
$224K +$233K +8,531 New
EK
622
Evensky & Katz
Florida
$223K +$737 +27 +0.3%
HI
623
Harbour Investments
Wisconsin
$223K – – –
BAM
624
Belpointe Asset Management
Nevada
$222K – – –
ML
625
McAdam LLC
Pennsylvania
$221K – – –
23 24
25
26 27

DFAC Hedge Fund Activity: Q3 2023 in Review

686 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q3 2023, worth a combined $16B — up 5.2% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DFAC positions and 26 closed out — a net gain of 24 holders — while 295 added to existing stakes and 189 trimmed.

The largest buyer was Strategic Investment Solutions, adding an estimated $186M. The largest seller was LJI Wealth Management, cutting an estimated $44.1M.

  • 686 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q3 2023, up from 668 in Q2 2023.
  • Funds reported $16B of Dimensional US Core Equity 2 ETF stock for Q3 2023, up 5.2% quarter-over-quarter.
  • 50 funds opened new Dimensional US Core Equity 2 ETF positions in Q3 2023 and 26 closed out, a net change of +24 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $186M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q3 2023 was LJI Wealth Management, an estimated $44.1M sold.

Based on aggregated 13F filings for Q3 2023.