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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
HR
776
Howe & Rusling
New York
$67.5K +$63.8K +2,114 New
TC
777
Truvestments Capital
Florida
$65.3K +$151 +5 +0.2%
TAM
778
Tucker Asset Management
Colorado
$62.6K +$59.2K +1,960 New
CIAS
779
Capital Investment Advisory Services
North Carolina
$61.4K – – –
AIA
780
Arcadia Investment Advisors
Idaho
$55.5K – – –
EWP
781
Elevation Wealth Partners
California
$35.9K +$121 +4 +0.4%
SIS
782
Sound Income Strategies
Florida
$35.8K +$33.8K +1,120 New
CFS
783
CGC Financial Services
Oregon
$34.2K – – –
BFS
784
Bare Financial Services
Pennsylvania
$30.7K +$30.4K +1,007 New
SAM
785
S.A. Mason
Michigan
$26.5K +$25.1K +830 New
GJIA
786
Glass Jacobson Investment Advisors
Maryland
$26.2K +$24.8K +820 New
JFA
787
JNBA Financial Advisors
Minnesota
$23.2K – – –
VAMG
788
Voisard Asset Management Group
Michigan
$21.8K – – –
BFO
789
Biltmore Family Office
North Carolina
$20.1K – – –
TRCT
790
Tower Research Capital (TRC)
New York
$18K -$7.97K -264 -32%
MAM
791
MMA Asset Management
Pennsylvania
$15.2K +$14.3K +474 New
AIC
792
Archer Investment Corporation
Indiana
$12.5K +$2.51K +83 +27%
PS
793
Principal Securities
Iowa
$11.5K – – –
SL
794
Salomon & Ludwin
Virginia
$7.89K -$66.9K -2,217 -90%
CWM
795
Cranbrook Wealth Management
Michigan
$6.62K – – –
AWM
796
Abound Wealth Management
Tennessee
$5.62K – – –
AWM
797
Avior Wealth Management
Nebraska
$4.99K -$478K -15,828 -99%
KIG
798
Kessler Investment Group
Indiana
$2.08K +$1.96K +65 New
TLA
799
Tanglewood Legacy Advisors
Texas
$1.6K – – –
QC
800
Quent Capital
New York
$1.31K +$785 +26 +173%
29 30 31
32
33

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.