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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
SAM
726
Stansberry Asset Management
Texas
$243K
Ameriprise
727
Ameriprise
Minnesota
$240K +$28.1K +890 +14%
BWA
728
BlueChip Wealth Advisors
Georgia
$238K
MJRIC
729
Mogy Joel R Investment Counsel
California
$238K
SLA
730
Silver Lake Advisory
Utah
$235K +$694 +22 +0.3%
HGWM
731
Horst & Graben Wealth Management
Oregon
$235K +$378 +12 +0.2%
CFA
732
Camarda Financial Advisors
Florida
$234K
AWM
733
Accel Wealth Management
Iowa
$234K -$263K -8,327 -53%
HTC
734
Haverford Trust Company
Pennsylvania
$233K
CC
735
Chicago Capital
Illinois
$231K
WN
736
Williams & Novak
California
$231K +$226K +7,160 New
EFS
737
Essex Financial Services
Connecticut
$230K +$228K +7,220 New
RCS
738
Retirement Capital Strategies
California
$229K
MWC
739
MBM Wealth Consultants
Missouri
$226K
CPSAC
740
Chas P. Smith & Associates (CPS)
Florida
$224K
GCIM
741
Gunn & Company Investment Management
Florida
$224K
AFG
742
Atomi Financial Group
New York
$224K +$219K +6,940 New
AAG
743
Armstrong Advisory Group
Massachusetts
$222K
SI
744
Stephens Inc
Arkansas
$222K
LC
745
Lindbrook Capital
California
$221K
CRC
746
Curi RMB Capital
Illinois
$221K +$631 +20 +0.3%
EFG
747
Embree Financial Group
Illinois
$220K
SF
748
Synovus Financial
Georgia
$220K +$694 +22 +0.3%
GLLW
749
Graves Light Lenhart Wealth
Virginia
$218K +$568 +18 +0.3%
NGA
750
Naples Global Advisors
Florida
$215K

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.