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Dimensional US Core Equity 2 ETF

616 hedge funds and large institutions have $11.4B invested in Dimensional US Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 243 increasing their positions, 142 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 24

71% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 142

27% more capital invested

Capital invested by funds: $9B → $11.4B (+$2.4B)

24% more funds holding in top 10

Funds holding in top 10: 126156 (+30)

13% more funds holding

Funds holding: 544616 (+72)

2.94% more ownership

Funds ownership: 67.03%69.97% (+2.9%)

Holders
616
Holders Change
+72
Holders Change %
+13.24%
% of All Funds
9.9%
Holding in Top 10
156
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+23.81%
% of All Funds
2.51%
New
110
Increased
243
Reduced
142
Closed
24
Calls
Puts
Net Calls
Net Calls Change

DFAC Hedge Fund Activity: Q4 2022 in Review

616 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q4 2022, worth a combined $11.4B — up 27% from $9B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new DFAC positions and 24 closed out — a net gain of 86 holders — while 243 added to existing stakes and 142 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $150M. The largest seller was CFS Investment Advisory Services, cutting an estimated $237M.

  • 616 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q4 2022, up from 544 in Q3 2022.
  • Funds reported $11.4B of Dimensional US Core Equity 2 ETF stock for Q4 2022, up 27% quarter-over-quarter.
  • 110 funds opened new Dimensional US Core Equity 2 ETF positions in Q4 2022 and 24 closed out, a net change of +86 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $150M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $237M sold.

Based on aggregated 13F filings for Q4 2022.