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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
AFG
51
Altiora Financial Group
Ohio
$71.2M +$474K +18,373 +0.7%
FAAM
52
First Ascent Asset Management
Colorado
$71M +$620K +24,067 +0.9%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$66.8M -$990K -38,391 -2%
GWM
54
Grand Wealth Management
Michigan
$65.3M -$2.43M -94,093 -4%
WWP
55
Waypoint Wealth Partners
California
$64.9M -$948K -36,793 -2%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$64.9M +$2.62M +101,655 +4%
MWM
57
Merriman Wealth Management
Washington
$62.3M -$1.92M -74,649 -3%
HIG
58
Heritage Investment Group
Florida
$61.8M +$2.13M +82,749 +4%
SWA
59
ShankerValleau Wealth Advisors
Illinois
$60.7M -$1.72M -66,655 -3%
IWC
60
Integrated Wealth Concepts
Massachusetts
$60.3M +$5.45M +211,483 +11%
PWIA
61
Porter White Investment Advisors
Alabama
$58.4M +$151K +5,876 +0.3%
PCI
62
Planning Center Inc
Illinois
$58.2M +$677K +26,284 +1%
W
63
WorthPointe
California
$58M +$1.12M +43,445 +2%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$56.5M -$13.8K -535 -0%
AC
65
AWM Capital
Arizona
$56M +$3.68M +142,692 +7%
RWM
66
Ruedi Wealth Management
Illinois
$55.6M +$2.27M +87,940 +4%
RIP
67
RAM Investment Partners
Washington
$55.2M +$2.69M +104,433 +5%
SWA
68
Sax Wealth Advisors
New Jersey
$52.2M +$821K +31,851 +2%
THL
69
Tillman Hartley LLC
Colorado
$52.2M -$1.98M -76,654 -4%
AP
70
Adero Partners
California
$51.8M -$2.26M -87,586 -4%
ALWM
71
Andrews Lucia Wealth Management
California
$51.7M +$911K +35,326 +2%
BBNB
72
Baker Boyer National Bank
Washington
$51.5M +$2.66M +103,292 +6%
KAM
73
KEB Asset Management
Illinois
$49.4M +$154K +5,984 +0.3%
SIAG
74
Safeguard Investment Advisory Group
California
$49.1M +$8.31M +322,530 +22%
MHS
75
M Holdings Securities
Oregon
$48.5M -$5.65M -219,376 -11%

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.