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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
AIA
651
Arcadia Investment Advisors
Idaho
$52.4K
GI
652
Gradient Investments
Minnesota
$47.2K -$479K -18,587 -91%
LF
653
Lee Financial
Texas
$42.9K +$23.7K +919 +139%
AWM
654
Angeles Wealth Management
California
$41.4K
JFGIW
655
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.7K +$37.7K +1,463 New
TRCT
656
Tower Research Capital (TRC)
New York
$34.1K -$1.26M -48,703 -97%
CFS
657
CGC Financial Services
Oregon
$29.1K +$27.6K +1,070 New
JFA
658
JNBA Financial Advisors
Minnesota
$23.3K
FBC
659
Fairfield, Bush & Co
Connecticut
$23K +$21.8K +846 New
BFO
660
Biltmore Family Office
North Carolina
$17.1K +$16.2K +629 New
GWSA
661
Global Wealth Strategies & Associates
Colorado
$16.1K
AWM
662
Avior Wealth Management
Nebraska
$9.82K -$2.73K -106 -23%
OLVIG
663
Oliver Lagore Vanvalin Investment Group
Michigan
$6.92K +$6.57K +255 New
CWM
664
Cranbrook Wealth Management
Michigan
$5.62K
ACA
665
Atlas Capital Advisors
Wyoming
$4.97K
NSG
666
Nalls Sherbakoff Group
Tennessee
$3.34K
TLA
667
Tanglewood Legacy Advisors
Texas
$1.36K +$1.29K +50 New
TFGT
668
TS Financial Group (TSFG)
Illinois
$1K
BCMLT
669
Beacon Capital Management LLC (Tennessee)
Tennessee
$272 +$258 +10 New
Jane Street
670
Jane Street
New York
-$9.59M -376,403 Closed
CIA
671
Caerus Investment Advisors
Texas
-$3.48M -136,707 Closed
BlackRock
672
BlackRock
New York
-$2.16M -84,914 Closed
AWA
673
Arete Wealth Advisors
Illinois
-$805K -31,577 Closed
CI
674
CX Institutional
Indiana
-$688K -26,901 Closed
BAM
675
Beaumont Asset Management
Texas
-$640K -25,116 Closed

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.