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Dimensional US Core Equity 2 ETF

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: 800826 (+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: 204206 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HFP
701
Holistic Financial Partners
Indiana
$279K +$631 +20 +0.2%
VBWMG
702
Von Berge Wealth Management Group
California
$279K +$19.6K +623 +8%
ML
703
McAdam LLC
Pennsylvania
$272K
DWM
704
Drive Wealth Management
Utah
$271K +$265K +8,410 New
CD
705
Chapin Davis
Maryland
$271K
CWA
706
Cascade Wealth Advisors
Washington
$270K +$261K +8,270 New
KFAA
707
Klaas Financial Asset Advisors
Illinois
$270K
SA
708
Sanctuary Advisors
Indiana
$268K +$274K +8,689 New
SAM
709
Synergy Asset Management
Washington
$265K
FNA
710
First National Advisers
Nebraska
$263K
UWPG
711
Ullmann Wealth Partners Group
Florida
$260K -$11.9K -376 -4%
JHCP
712
Jackson Hole Capital Partners
Oklahoma
$258K -$251K -7,965 -50%
DWM
713
Dechtman Wealth Management
Colorado
$258K +$253K +8,009 New
EK
714
Evensky & Katz
Florida
$255K -$20.8K -658 -8%
Tudor Investment Corp
715
Tudor Investment Corp
Connecticut
$253K +$248K +7,862 New
CA
716
Clearstead Advisors
Ohio
$253K
WA
717
Waddell & Associates
Tennessee
$253K
HBT
718
Hills Bank & Trust
Iowa
$253K -$9.74K -309 -4%
LRIA
719
Leonard Rickey Investment Advisors
Washington
$252K +$246K +7,803 New
NPP
720
New Potomac Partners
Maryland
$251K
LC
721
Lincoln Capital
Nebraska
$250K
FMN
722
Financial Management Network
California
$250K +$243K +7,700 New
CBT
723
CoreFirst Bank & Trust
Kansas
$249K -$8.48K -269 -3%
LEFP
724
Leading Edge Financial Planning
Tennessee
$246K +$32 +1 +0%
AWA
725
Acorn Wealth Advisors
Michigan
$246K +$15.1K +480 +7%

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.