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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
MWP
51
Meridian Wealth Partners
Pennsylvania
$94.3M -$2.05M -65,117 -2%
CSIA
52
Conrad Siegel Investment Advisors
Pennsylvania
$94.3M +$8.21M +260,252 +10%
B
53
BetterWealth
California
$93.2M -$111K -3,530 -0.1%
PCA
54
Prosperity Capital Advisors
Ohio
$91.3M +$8.35M +264,689 +10%
DF
55
DecisionPoint Financial
Arizona
$91.1M +$12M +379,448 +16%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$91M +$3.31M +104,880 +4%
GM
57
GeoWealth Management
Illinois
$90.7M -$1.3M -41,329 -1%
FMWA
58
Forvis Mazars Wealth Advisors
Missouri
$90.4M -$1.54M -48,899 -2%
NCM
59
New Capital Management
Texas
$90.1M +$225K +7,136 +0.3%
OIA
60
OneDigital Investment Advisors
Kansas
$88.7M +$10.7M +339,207 +14%
WIM
61
Warwick Investment Management
Texas
$87M +$5.06M +160,605 +6%
Financial Engines Advisors
62
Financial Engines Advisors
California
$84.1M +$23.9M +757,337 +41%
Osaic Holdings
63
Osaic Holdings
Arizona
$83.5M +$33.6M +1,066,981 +70%
AC
64
AWM Capital
Arizona
$82.8M +$2.25M +71,496 +3%
PWIA
65
Porter White Investment Advisors
Alabama
$81M -$714K -22,653 -0.9%
SIM
66
Stratos Investment Management
Ohio
$80.7M +$32.4M +1,027,322 +70%
RIP
67
RAM Investment Partners
Washington
$78.7M +$4.92M +156,084 +7%
SIAG
68
Safeguard Investment Advisory Group
California
$78.4M +$5.3M +168,031 +7%
LI
69
LRI Investments
Florida
$77.9M +$1.74M +55,329 +2%
WWP
70
Waypoint Wealth Partners
California
$75.9M -$952K -30,177 -1%
EC
71
Eaton-Cambridge
Arizona
$74.2M +$1.12M +35,589 +2%
Creative Planning
72
Creative Planning
Kansas
$74M +$10.4M +331,197 +17%
HIG
73
Heritage Investment Group
Florida
$73.4M +$851K +26,997 +1%
GWM
74
Grand Wealth Management
Michigan
$71.8M -$12.2M -388,157 -15%
RWM
75
Ruedi Wealth Management
Illinois
$71.6M -$1.92M -60,986 -3%

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.