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Dimensional US Core Equity 2 ETF
DFAC

800 hedge funds and large institutions have $21.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 208 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 22

68% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 208

12% more capital invested

Capital invested by funds: $19B → $21.4B (+$2.36B)

5% more funds holding

Funds holding: 765 → 800 (+35)

1% more funds holding in top 10

Funds holding in top 10: 201 → 204 (+3)

0.49% less ownership

Funds ownership: 78.69% → 78.2% (-0.49%)

Holders
800
Holders Change
+35
Holders Change %
+4.58%
% of All Funds
11.52%
Holding in Top 10
204
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.49%
% of All Funds
2.94%
New
71
Increased
350
Reduced
208
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$188M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$127M
3
GM
GeoWealth Management
Illinois
+$86.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$68.8M
5
SIM
Stratos Investment Management
Ohio
+$44.6M

Top Sellers

Rank Fund Capital Flow
1
MHS
M Holdings Securities
Oregon
-$67.9M
2
PCA
Prosperity Capital Advisors
Ohio
-$47.1M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$33.6M
4
FFM
Forum Financial Management
Illinois
-$27.8M
5
SC
Savant Capital
Illinois
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
626
Elwood & Goetz Wealth Advisory Group
Georgia
$398K – – –
Empower Advisory Group
627
Empower Advisory Group
Colorado
$397K – – –
RF
628
Robinswood Financial
Washington
$387K +$60 +2 +0%
VF
629
Vista Finance
Missouri
$383K – – –
SFC
630
SYM Financial Corp
Indiana
$381K -$7.55K -250 -2%
IF
631
Intrua Financial
Texas
$381K – – –
CIC
632
Cutler Investment Counsel
Oregon
$381K -$10.2K -337 -3%
Janney Montgomery Scott
633
Janney Montgomery Scott
Pennsylvania
$379K +$358K +11,852 New
ATC
634
Argent Trust Co
Tennessee
$379K -$30.2K -1,000 -8%
CTA
635
Camelot Technology Advisors
California
$366K +$725 +24 +0.2%
WT
636
Washington Trust
Rhode Island
$365K – – –
FAT
637
First American Trust
California
$363K -$71.8K -2,380 -17%
QCM
638
Quantinno Capital Management
New York
$361K +$341K +11,295 New
MECA
639
Miller Equity Capital Advisors
Texas
$360K +$340K +11,255 New
BAM
640
BOS Asset Management
Illinois
$358K +$13.9K +462 +4%
WWP
641
WR Wealth Planners
Missouri
$358K -$90.4K -2,994 -21%
CFGS
642
Concourse Financial Group Securities
Alabama
$355K -$4.53K -150 -1%
VH
643
Visionary Horizons
Tennessee
$355K -$12.4K -410 -3%
WP
644
WealthShield Partners
North Carolina
$353K -$124K -4,111 -27%
MCM
645
Monument Capital Management
Virginia
$352K – – –
GCM
646
G2 Capital Management
Ohio
$352K – – –
HI
647
Harbour Investments
Wisconsin
$351K +$79.8K +2,645 +32%
AF
648
Apollon Financial
South Carolina
$348K – – –
GEA
649
Glen Eagle Advisors
New Jersey
$344K – – –
SAF
650
Smith Anglin Financial
Texas
$343K +$325K +10,751 New
24 25
26
27 28

DFAC Hedge Fund Activity: Q1 2024 in Review

800 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2024, worth a combined $21.4B — up 12% from $19B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new DFAC positions and 22 closed out — a net gain of 49 holders — while 350 added to existing stakes and 208 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $188M. The largest seller was M Holdings Securities, cutting an estimated $67.9M.

  • 800 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2024, up from 765 in Q4 2023.
  • Funds reported $21.4B of Dimensional US Core Equity 2 ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 71 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2024 and 22 closed out, a net change of +49 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2024 was Focus Partners Advisor Solutions, an estimated $188M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2024 was M Holdings Securities, an estimated $67.9M sold.

Based on aggregated 13F filings for Q1 2024.