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Dimensional US Core Equity 2 ETF

648 hedge funds and large institutions have $15.8B invested in Dimensional US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 290 increasing their positions, 161 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

80% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 161

39% more capital invested

Capital invested by funds: $11.4B → $15.8B (+$4.41B)

6.01% more ownership

Funds ownership: 69.97%75.98% (+6%)

5% more funds holding

Funds holding: 616648 (+32)

3% more funds holding in top 10

Funds holding in top 10: 156161 (+5)

Holders
648
Holders Change
+32
Holders Change %
+5.19%
% of All Funds
10.33%
Holding in Top 10
161
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.21%
% of All Funds
2.57%
New
66
Increased
290
Reduced
161
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63.7M -$352K -13,890 -0.6%
WWP
52
Waypoint Wealth Partners
California
$61.9M -$539K -21,271 -0.9%
MWM
53
Merriman Wealth Management
Washington
$60.3M -$1.68M -66,451 -3%
NCM
54
New Capital Management
Texas
$59.7M +$2.74M +108,325 +5%
SWA
55
ShankerValleau Wealth Advisors
Illinois
$58.7M +$1.39M +54,943 +2%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$58.3M +$677K +26,709 +1%
HIG
57
Heritage Investment Group
Florida
$55.9M +$1.94M +76,469 +4%
PWIA
58
Porter White Investment Advisors
Alabama
$54.6M -$213K -8,412 -0.4%
PCI
59
Planning Center Inc
Illinois
$54.2M -$502K -19,822 -0.9%
W
60
WorthPointe
California
$53.3M +$1.67M +65,994 +3%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$53M +$1.53M +60,415 +3%
IWC
62
Integrated Wealth Concepts
Massachusetts
$51.2M -$4.91M -193,944 -9%
MHS
63
M Holdings Securities
Oregon
$51.1M +$11.3M +445,504 +29%
THL
64
Tillman Hartley LLC
Colorado
$50.9M -$545K -21,531 -1%
AP
65
Adero Partners
California
$50.9M -$367K -14,471 -0.7%
RWM
66
Ruedi Wealth Management
Illinois
$49.9M +$4.09M +161,453 +9%
RIP
67
RAM Investment Partners
Washington
$49.2M +$5.53M +218,353 +13%
AC
68
AWM Capital
Arizona
$48.9M +$12.3M +487,305 +34%
SWA
69
Sax Wealth Advisors
New Jersey
$48.2M -$2.2M -86,891 -4%
ALWM
70
Andrews Lucia Wealth Management
California
$47.6M +$784K +30,933 +2%
KAM
71
KEB Asset Management
Illinois
$46.2M +$718K +28,344 +2%
BBNB
72
Baker Boyer National Bank
Washington
$45.7M +$3.7M +145,986 +9%
UBS Group
73
UBS Group
Switzerland
$44.5M -$1.56M -61,571 -3%
CPA
74
Capital Performance Advisors
California
$41.3M +$770K +30,396 +2%
TFA
75
Triad Financial Advisors
North Carolina
$41.2M -$1.93M -76,125 -4%

DFAC Hedge Fund Activity: Q1 2023 in Review

648 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2023, worth a combined $15.8B — up 39% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new DFAC positions and 17 closed out — a net gain of 49 holders — while 290 added to existing stakes and 161 trimmed.

The largest buyer was Summit Wealth Group, adding an estimated $781M. The largest seller was EP Wealth Advisors, cutting an estimated $27.4M.

  • 648 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2023, up from 616 in Q4 2022.
  • Funds reported $15.8B of Dimensional US Core Equity 2 ETF stock for Q1 2023, up 39% quarter-over-quarter.
  • 66 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2023 and 17 closed out, a net change of +49 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $781M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2023.