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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
800
Holders Change
+35
Holders Change %
+4.58%
% of All Funds
11.52%
Holding in Top 10
204
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.49%
% of All Funds
2.94%
New
71
Increased
350
Reduced
208
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$188M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$127M
3
GM
GeoWealth Management
Illinois
+$86.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$68.8M
5
SIM
Stratos Investment Management
Ohio
+$44.6M

Top Sellers

Rank Fund Capital Flow
1
MHS
M Holdings Securities
Oregon
-$67.9M
2
PCA
Prosperity Capital Advisors
Ohio
-$47.1M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$33.6M
4
FFM
Forum Financial Management
Illinois
-$27.8M
5
SC
Savant Capital
Illinois
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
ERWM
726
Elk River Wealth Management
Colorado
$223K -$32.1K -1,062 -13%
RVPG
727
Relative Value Partners Group
$222K +$229K +7,602 New
CPSAC
728
Chas P. Smith & Associates (CPS)
Florida
$222K – – –
GCIM
729
Gunn & Company Investment Management
Florida
$222K – – –
GWM
730
Gibbs Wealth Management
Georgia
$222K +$210K +6,947 New
MWC
731
MBM Wealth Consultants
Missouri
$222K – – –
AWM
732
Axxcess Wealth Management
California
$220K +$208K +6,896 New
SI
733
Stephens Inc
Arkansas
$220K – – –
LC
734
Lindbrook Capital
California
$219K – – –
EFG
735
Embree Financial Group
Illinois
$218K -$39.1K -1,295 -16%
CRC
736
Curi RMB Capital
Illinois
$218K +$206K +6,827 New
TFG
737
Tilson Financial Group
New Jersey
$218K +$206K +6,815 New
SF
738
Synovus Financial
Georgia
$217K +$205K +6,788 New
GLLW
739
Graves Light Lenhart Wealth
Virginia
$216K +$204K +6,750 New
NGA
740
Naples Global Advisors
Florida
$213K +$201K +6,666 New
JC
741
Jentner Corp
Ohio
$212K +$201K +6,642 New
SW
742
SlateStone Wealth
Florida
$210K +$198K +6,561 New
WDL
743
Well Done LLC
Michigan
$210K +$198K +6,570 New
Ameriprise
744
Ameriprise
Minnesota
$209K +$198K +6,557 New
RWP
745
Ridgecrest Wealth Partners
California
$209K +$198K +6,544 New
LIM
746
Lathrop Investment Management
Arkansas
$209K +$198K +6,552 New
BIM
747
Bridges Investment Management
Nebraska
$208K +$196K +6,500 New
RBC
748
Roble Belko & Company
Pennsylvania
$207K – – –
SCTC
749
Sanibel Captiva Trust Company
Florida
$206K +$194K +6,439 New
Luther King Capital Management (LKCM)
750
Luther King Capital Management (LKCM)
Texas
$203K – – –
28 29
30
31 32

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.