Dimensional US Core Equity 2 ETF
DFAC
686 hedge funds and large institutions have $16B invested in Dimensional US Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 295 increasing their positions, 189 reducing their positions, and 26 closing their positions.
92% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 26
56% more repeat investments, than reductions
Existing positions increased: 295 | Existing positions reduced: 189
5% more capital invested
Capital invested by funds: $15.2B → $16B (+$797M)
4% more funds holding in top 10
Funds holding in top 10: 159 → 166 (+7)
2.96% more ownership
Funds ownership: 73.71% → 76.67% (+3%)
3% more funds holding
Funds holding: 668 → 686 (+18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$186M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$159M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$122M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$112M |
| 5 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
+$80.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
-$44.1M |
| 2 |
LPL Financial
San Diego,
California
|
-$23.2M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$12.8M |
| 4 |
HWM
Hemington Wealth Management
Falls Church,
Virginia
|
-$4.85M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$4.31M |
DFAC Hedge Fund Activity: Q3 2023 in Review
686 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q3 2023, worth a combined $16B — up 5.2% from $15.2B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new DFAC positions and 26 closed out — a net gain of 24 holders — while 295 added to existing stakes and 189 trimmed.
The largest buyer was Strategic Investment Solutions, adding an estimated $186M. The largest seller was LJI Wealth Management, cutting an estimated $44.1M.
- 686 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q3 2023, up from 668 in Q2 2023.
- Funds reported $16B of Dimensional US Core Equity 2 ETF stock for Q3 2023, up 5.2% quarter-over-quarter.
- 50 funds opened new Dimensional US Core Equity 2 ETF positions in Q3 2023 and 26 closed out, a net change of +24 holders.
- The largest Dimensional US Core Equity 2 ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $186M added.
- The largest Dimensional US Core Equity 2 ETF seller in Q3 2023 was LJI Wealth Management, an estimated $44.1M sold.
Based on aggregated 13F filings for Q3 2023.