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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
BF
626
BOK Financial
Oklahoma
$95K -$956K -37,724 -91%
MCA
627
Maryland Capital Advisors
Maryland
$89.5K +$57.7K +2,279 +185%
WP
628
WealthPLAN Partners
Nebraska
$83.5K +$83K +3,278 New
CIAS
629
Capital Investment Advisory Services
North Carolina
$58.6K +$1.27K +50 +2%
HIA
630
Harbor Investment Advisory
Maryland
$57.8K
AIA
631
Arcadia Investment Advisors
Idaho
$49.2K
EWP
632
Elevation Wealth Partners
California
$46.2K +$46K +1,814 New
AWM
633
Angeles Wealth Management
California
$38.8K +$38.6K +1,523 New
IGWM
634
ICA Group Wealth Management
Colorado
$34.2K -$269K -10,608 -89%
PNC Financial Services Group
635
PNC Financial Services Group
Pennsylvania
$28.9K +$28.7K +1,134 New
Qube Research & Technologies (QRT)
636
Qube Research & Technologies (QRT)
United Kingdom
$26.4K -$146K -5,781 -85%
FCA
637
Fortis Capital Advisors
Kansas
$22.8K
JFA
638
JNBA Financial Advisors
Minnesota
$21.9K
AWM
639
Accel Wealth Management
Iowa
$20K
LF
640
Lee Financial
Texas
$16.9K +$16.8K +662 New
Bank of Montreal
641
Bank of Montreal
Ontario, Canada
$16.7K +$2.33K +92 +16%
GWSA
642
Global Wealth Strategies & Associates
Colorado
$15.1K
SSB
643
Sandy Spring Bank
Maryland
$13.8K +$25 +1 +0.2%
AWM
644
Avior Wealth Management
Nebraska
$11.9K
CWM
645
Cranbrook Wealth Management
Michigan
$5.28K +$5.24K +207 New
ACA
646
Atlas Capital Advisors
Wyoming
$4.66K
NSG
647
Nalls Sherbakoff Group
Tennessee
$3.31K +$3.34K +132 New
JWM
648
Janiczek Wealth Management
Colorado
$2.27K
TFGT
649
TS Financial Group (TSFG)
Illinois
$1K
Wolverine Trading
650
Wolverine Trading
Illinois
-$1.31M -54,122 Closed

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.