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Dimensional US Core Equity 2 ETF
DFAC

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: 800 → 826 (+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: 204 → 206 (+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
–

Top Buyers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
+$139M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.4M
3
ATI
ARK & TLK Investments
Oklahoma
+$61.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50.4M
5
AC
Apella Capital
Connecticut
+$41.2M

Top Sellers

Rank Fund Capital Flow
1
FFM
Forum Financial Management
Illinois
-$66.8M
2
LNC
Lincoln National Corp
Pennsylvania
-$49.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$22.3M
4
BSW
Buckingham Strategic Wealth
Missouri
-$14.2M
5
GWM
Grand Wealth Management
Michigan
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
626
First Foundation Advisors
California
$434K -$284K -9,000 -40%
CTC
627
Central Trust Company
Missouri
$434K -$5.08K -161 -1%
AG
628
Ascent Group
Virginia
$432K -$128K -4,073 -23%
DWP
629
Destiny Wealth Partners
Florida
$430K – – –
MFT
630
Moisand Fitzgerald Tamayo
Florida
$423K +$5.2K +165 +1%
KC
631
Kingfisher Capital
North Carolina
$423K +$414K +13,134 New
CAM
632
CPA Asset Management
Florida
$421K -$135K -4,277 -25%
MWM
633
Modern Wealth Management
Kansas
$413K +$404K +12,805 New
KWS
634
Keystone Wealth Services
California
$409K – – –
GWANC
635
Guardian Wealth Advisors (North Carolina)
North Carolina
$405K +$1.2K +38 +0.3%
EFP
636
EnRich Financial Partners
Wisconsin
$402K -$84.2K -2,670 -18%
Empower Advisory Group
637
Empower Advisory Group
Colorado
$400K – – –
BCM
638
Blume Capital Management
California
$400K -$3.15K -100 -0.8%
BRWA
639
B. Riley Wealth Advisors
Florida
$396K -$14.9K -472 -4%
RF
640
Robinswood Financial
Washington
$392K +$95 +3 +0%
VF
641
Vista Finance
Missouri
$387K – – –
SFC
642
SYM Financial Corp
Indiana
$385K – – –
IF
643
Intrua Financial
Texas
$384K – – –
CIC
644
Cutler Investment Counsel
Oregon
$384K – – –
RIS
645
Retirement Income Solutions
Michigan
$384K -$103K -3,259 -21%
ECM
646
Exchange Capital Management
Michigan
$383K -$110K -3,485 -23%
EGWAG
647
Elwood & Goetz Wealth Advisory Group
Georgia
$374K -$27.8K -882 -7%
BAM
648
BOS Asset Management
Illinois
$371K +$9.9K +314 +3%
WI
649
Wintrust Investments
Illinois
$371K +$363K +11,521 New
VH
650
Visionary Horizons
Tennessee
$371K – – –
24 25
26
27 28

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.