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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
TF
601
Threadgill Financial
Texas
$506K
MFG
602
Magnus Financial Group
New York
$506K +$1.48K +47 +0.3%
HG
603
Harbor Group
New Hampshire
$500K -$42K -1,332 -8%
Qube Research & Technologies (QRT)
604
Qube Research & Technologies (QRT)
United Kingdom
$499K +$222K +7,024 +83%
C
605
Certuity
Florida
$496K +$378 +12 +0.1%
JFGLC
606
Johnson Financial Group LLC (Colorado)
Colorado
$493K -$19.5K -619 -4%
CAG
607
Crestwood Advisors Group
Massachusetts
$492K -$80.2K -2,543 -14%
PCA
608
Providence Capital Advisors
North Carolina
$490K
RWP
609
RWA Wealth Partners
Massachusetts
$489K
AAS
610
Ameritas Advisory Services
Nebraska
$488K -$49.9K -1,581 -9%
FA
611
Fiduciary Alliance
South Carolina
$477K
WTA
612
Washington Trust Advisors
Massachusetts
$469K
MFA
613
Morling Financial Advisors
California
$467K
Bessemer Group
614
Bessemer Group
New Jersey
$467K
RA
615
Rockingstone Advisors
Massachusetts
$467K
LFG
616
Lockerman Financial Group
California
$463K
BFM
617
Boston Financial Management
Massachusetts
$462K +$452K +14,342 New
HFA
618
Highland Financial Advisors
New Jersey
$460K
Kovitz Investment Group Partners
619
Kovitz Investment Group Partners
Illinois
$459K -$37.7K -1,197 -8%
AA
620
Advisory Alpha
Michigan
$455K -$14.8K -469 -3%
BIA
621
Barry Investment Advisors
Massachusetts
$454K +$14K +443 +3%
RA
622
Regis Acquisition
Colorado
$451K +$1.32K +42 +0.3%
SHGA
623
Sand Hill Global Advisors
California
$444K
SPC
624
Sigma Planning Corp
Michigan
$440K -$271K -8,594 -39%
NW
625
NewEdge Wealth
Pennsylvania
$434K

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.