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Dimensional US Core Equity 2 ETF
DFAC

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: 800 → 826 (+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: 204 → 206 (+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
–

Top Buyers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
+$139M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.4M
3
ATI
ARK & TLK Investments
Oklahoma
+$61.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50.4M
5
AC
Apella Capital
Connecticut
+$41.2M

Top Sellers

Rank Fund Capital Flow
1
FFM
Forum Financial Management
Illinois
-$66.8M
2
LNC
Lincoln National Corp
Pennsylvania
-$49.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$22.3M
4
BSW
Buckingham Strategic Wealth
Missouri
-$14.2M
5
GWM
Grand Wealth Management
Michigan
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
751
Bridges Investment Management
Nebraska
$214K +$4.73K +150 +2%
JC
752
Jentner Corp
Ohio
$214K – – –
OAS
753
Optivise Advisory Services
Tennessee
$212K +$208K +6,585 New
WDL
754
Well Done LLC
Michigan
$212K – – –
TW
755
Transform Wealth
Colorado
$212K +$207K +6,567 New
RWP
756
Ridgecrest Wealth Partners
California
$211K – – –
ERWM
757
Elk River Wealth Management
Colorado
$211K -$13.9K -442 -6%
RBC
758
Roble Belko & Company
Pennsylvania
$209K – – –
IC
759
Innealta Capital
Texas
$208K +$203K +6,452 New
RIL
760
Rothschild Investment LLC
Illinois
$205K +$201K +6,374 New
Luther King Capital Management (LKCM)
761
Luther King Capital Management (LKCM)
Texas
$205K – – –
JWBC
762
John W. Brooker & Co
California
$203K – – –
NMG
763
New Millennium Group
Utah
$202K +$197K +6,252 New
BA
764
Bridge Advisory
California
$201K +$197K +6,238 New
WFA
765
WMG Financial Advisors
Tennessee
$201K +$197K +6,234 New
SFC
766
Sprinkle Financial Consultants
Colorado
$200K +$196K +6,213 New
CAS
767
Coppell Advisory Solutions
Texas
$186K +$182K +5,768 New
TIM
768
Thompson Investment Management
Wisconsin
$180K – – –
OA
769
Operose Advisors
Wisconsin
$179K – – –
SSB
770
Sandy Spring Bank
Maryland
$178K +$536 +17 +0.3%
CF
771
Centaurus Financial
California
$176K -$19.6K -620 -10%
RI
772
Ridgewood Investments
New Jersey
$168K +$164K +5,213 New
TCWA
773
Turtle Creek Wealth Advisors
Texas
$161K +$157K +4,990 New
DFA
774
DHJJ Financial Advisors
Illinois
$161K -$89.6K -2,840 -36%
CIBC Private Wealth Group
775
CIBC Private Wealth Group
Georgia
$160K -$414K -13,128 -73%
29 30
31
32 33

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.