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Dimensional US Core Equity 2 ETF

998 hedge funds and large institutions have $26.7B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 336 increasing their positions, 285 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 18

25% more funds holding in top 10

Funds holding in top 10: 211264 (+53)

18% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 285

16% more funds holding

Funds holding: 858998 (+140)

9% more capital invested

Capital invested by funds: $24.5B → $26.7B (+$2.23B)

4.04% more ownership

Funds ownership: 78.57%82.6% (+4%)

Holders
998
Holders Change
+140
Holders Change %
+16.32%
% of All Funds
13.15%
Holding in Top 10
264
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.12%
% of All Funds
3.48%
New
174
Increased
336
Reduced
285
Closed
18
Calls
$1.38M
Puts
Net Calls
+$1.38M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BEW
51
Burton Enright Welch
California
$112M +$1.81M +51,419 +2%
JWA
52
JFS Wealth Advisors
Pennsylvania
$110M +$3.98M +113,084 +4%
UWM
53
United Wealth Management
Virginia
$109M +$111M +3,141,750 New
CCA
54
Catalyst Capital Advisors
New York
$109M +$5.74M +162,917 +5%
MRC
55
Millburn Ridgefield Corp
New York
$109M +$5.74M +162,917 +5%
AssetMark Inc
56
AssetMark Inc
California
$106M -$2.81M -79,832 -3%
CSIA
57
Conrad Siegel Investment Advisors
Pennsylvania
$105M +$981K +27,858 +0.9%
AFG
58
Altiora Financial Group
Ohio
$105M -$2.92M -82,966 -3%
DF
59
DecisionPoint Financial
Arizona
$104M +$4.9M +139,038 +5%
IWC
60
Integrated Wealth Concepts
Massachusetts
$103M -$4.92M -139,703 -4%
NCM
61
New Capital Management
Texas
$102M -$19.3K -548 -0%
CWM
62
Core Wealth Management
Florida
$102M -$2.82M -80,088 -3%
MWP
63
Meridian Wealth Partners
Pennsylvania
$99.2M -$1.02M -28,952 -1%
B
64
BetterWealth
California
$98.5M -$2.71M -77,030 -3%
ZF
65
Zhang Financial
Michigan
$98M +$12.3M +349,509 +14%
AC
66
AWM Capital
Arizona
$93.6M -$1.06M -30,000 -1%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$93M +$47.5M +1,349,010 +101%
Osaic Holdings
68
Osaic Holdings
Arizona
$92.4M +$9.42M +267,353 +11%
RIP
69
RAM Investment Partners
Washington
$91.4M +$2.44M +69,269 +3%
SIAG
70
Safeguard Investment Advisory Group
California
$89.1M +$1.46M +41,370 +2%
WIM
71
Warwick Investment Management
Texas
$88.7M -$4.24M -120,285 -4%
PAS
72
Park Avenue Securities
New York
$88.2M +$9.73M +276,190 +12%
LI
73
LRI Investments
Florida
$85.9M +$405K +11,510 +0.5%
PWIA
74
Porter White Investment Advisors
Alabama
$85.9M -$1.1M -31,340 -1%
FMWA
75
Forvis Mazars Wealth Advisors
Missouri
$85M -$9.67M -274,635 -10%

DFAC Hedge Fund Activity: Q4 2024 in Review

998 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q4 2024, worth a combined $26.7B — up 9.1% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new DFAC positions and 18 closed out — a net gain of 156 holders — while 336 added to existing stakes and 285 trimmed.

The largest buyer was Essential Planning, adding an estimated $137M. The largest seller was Mercer Global Advisors, cutting an estimated $127M.

  • 998 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q4 2024, up from 858 in Q3 2024.
  • Funds reported $26.7B of Dimensional US Core Equity 2 ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 174 funds opened new Dimensional US Core Equity 2 ETF positions in Q4 2024 and 18 closed out, a net change of +156 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q4 2024 was Essential Planning, an estimated $137M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2024.