Dimensional US Core Equity 2 ETF
DFAC
800 hedge funds and large institutions have $21.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 208 reducing their positions, and 22 closing their positions.
223% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 22
68% more repeat investments, than reductions
Existing positions increased: 350 | Existing positions reduced: 208
12% more capital invested
Capital invested by funds: $19B → $21.4B (+$2.36B)
5% more funds holding
Funds holding: 765 → 800 (+35)
1% more funds holding in top 10
Funds holding in top 10: 201 → 204 (+3)
0.49% less ownership
Funds ownership: 78.69% → 78.2% (-0.49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$188M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$127M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$86.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$68.8M |
| 5 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$44.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$67.9M |
| 2 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
-$47.1M |
| 3 |
MSWM
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
-$33.6M |
| 4 |
FFM
Forum Financial Management
Lombard,
Illinois
|
-$27.8M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
-$17.6M |
DFAC Hedge Fund Activity: Q1 2024 in Review
800 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2024, worth a combined $21.4B — up 12% from $19B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new DFAC positions and 22 closed out — a net gain of 49 holders — while 350 added to existing stakes and 208 trimmed.
The largest buyer was Focus Partners Advisor Solutions, adding an estimated $188M. The largest seller was M Holdings Securities, cutting an estimated $67.9M.
- 800 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2024, up from 765 in Q4 2023.
- Funds reported $21.4B of Dimensional US Core Equity 2 ETF stock for Q1 2024, up 12% quarter-over-quarter.
- 71 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2024 and 22 closed out, a net change of +49 holders.
- The largest Dimensional US Core Equity 2 ETF buyer in Q1 2024 was Focus Partners Advisor Solutions, an estimated $188M added.
- The largest Dimensional US Core Equity 2 ETF seller in Q1 2024 was M Holdings Securities, an estimated $67.9M sold.
Based on aggregated 13F filings for Q1 2024.