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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
PMFA
626
Plante Moran Financial Advisors
Michigan
$190K
BWA
627
BDO Wealth Advisors
Florida
$188K -$43.1K -1,674 -19%
LC
628
Lindbrook Capital
California
$186K
RBC
629
Roble Belko & Company
Pennsylvania
$176K
Bank of Montreal
630
Bank of Montreal
Ontario, Canada
$175K +$149K +5,779 +885%
NMG
631
New Millennium Group
Utah
$172K +$567 +22 +0.3%
BC
632
Bartlett & Co
Ohio
$170K
BCWM
633
Bartlett & Co Wealth Management
Ohio
$170K
TIM
634
Thompson Investment Management
Wisconsin
$151K
OA
635
Operose Advisors
Wisconsin
$151K
RI
636
Ridgewood Investments
New Jersey
$142K
FHA
637
First Horizon Advisors
Tennessee
$137K +$25.8K +1,000 +25%
CAS
638
Coppell Advisory Solutions
Texas
$131K +$126K +4,872 New
ME
639
McIlrath & Eck
Washington
$130K
DI
640
Disciplined Investments
Oklahoma
$122K +$6.42K +249 +6%
PB
641
Pinnacle Bancorp
Nebraska
$113K
AWM
642
Avondale Wealth Management
Texas
$109K
RP
643
Rowlandmiller & Partners
Georgia
$105K +$100K +3,879 New
MAWCM
644
Mine & Arao Wealth Creation & Management
California
$105K
BF
645
BOK Financial
Oklahoma
$101K
MCA
646
Maryland Capital Advisors
Maryland
$94.7K -$619 -24 -0.7%
WP
647
WealthPLAN Partners
Nebraska
$89K
CIAS
648
Capital Investment Advisory Services
North Carolina
$62.4K
HIA
649
Harbor Investment Advisory
Maryland
$61.6K
EWP
650
Elevation Wealth Partners
California
$52.8K +$3.38K +131 +7%

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.