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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
VPIM
776
Vanguard Personalized Indexing Management
California
$148K – – –
TCA
777
Trifecta Capital Advisors
Illinois
$145K – – –
GT
778
Glenmede Trust
Pennsylvania
$141K – – –
CA
779
Continuum Advisory
Idaho
$139K – – –
ME
780
McIlrath & Eck
Washington
$130K – – –
AWM
781
Avondale Wealth Management
Texas
$129K – – –
RP
782
Rowlandmiller & Partners
Georgia
$125K – – –
LIA
783
Lynx Investment Advisory
District of Columbia
$124K +$121K +3,849 New
BF
784
BOK Financial
Oklahoma
$120K – – –
PB
785
Pinnacle Bancorp
Nebraska
$118K -$5.05K -160 -4%
FHA
786
First Horizon Advisors
Tennessee
$118K – – –
RFG
787
REAP Financial Group
Texas
$117K +$347 +11 +0.3%
VWWMG
788
Vermillion & White Wealth Management Group
Pennsylvania
$113K +$42.2K +1,339 +62%
KSWA
789
Kathleen S. Wright Associates
Pennsylvania
$111K – – –
GI
790
Gradient Investments
Minnesota
$107K +$104K +3,308 New
IRC
791
Investors Research Corp
Georgia
$101K +$98.9K +3,135 New
Jones Financial Companies
792
Jones Financial Companies
Missouri
$98.1K +$96K +3,044 New
FMII
793
Farmers & Merchants Investments Inc
Nebraska
$85.6K +$83.7K +2,654 New
HIA
794
Harbor Investment Advisory
Maryland
$85K – – –
MCA
795
Maryland Capital Advisors
Maryland
$81.9K -$8.58K -272 -10%
GWSA
796
Global Wealth Strategies & Associates
Colorado
$76.7K – – –
HR
797
Howe & Rusling
New York
$68.2K – – –
TAM
798
Tucker Asset Management
Colorado
$63.4K +$189 +6 +0.3%
CIAS
799
Capital Investment Advisory Services
North Carolina
$60.5K -$1.39K -44 -2%
National Bank of Canada
800
National Bank of Canada
Quebec, Canada
$56.3K +$54.4K +1,726 New
30 31
32
33 34

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.