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Dimensional US Core Equity 2 ETF
DFAC

858 hedge funds and large institutions have $24.5B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 360 increasing their positions, 240 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 23

50% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 240

10% more capital invested

Capital invested by funds: $22.4B → $24.5B (+$2.13B)

4% more funds holding

Funds holding: 826 → 858 (+32)

2% more funds holding in top 10

Funds holding in top 10: 206 → 211 (+5)

0.17% more ownership

Funds ownership: 78.39% → 78.57% (+0.17%)

Holders
858
Holders Change
+32
Holders Change %
+3.87%
% of All Funds
12.32%
Holding in Top 10
211
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.43%
% of All Funds
3.03%
New
65
Increased
360
Reduced
240
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.26B
2
WANY
Wealthspire Advisors (New York)
New York
+$253M
3
WA
Wealthstream Advisors
New York
+$114M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$104M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$80.3M

Top Sellers

Rank Fund Capital Flow
1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$60.5M
2
LWM
Liberty Wealth Management
California
-$25.7M
3
SWG
Summit Wealth Group
Vermont
-$24.6M
4
DWM
Diversify Wealth Management
Utah
-$20.5M
5
SW
Simplicity Wealth
New Jersey
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
776
Optivise Advisory Services
Tennessee
$226K – – –
WDL
777
Well Done LLC
Michigan
$225K – – –
RWP
778
Ridgecrest Wealth Partners
California
$224K – – –
RBC
779
Roble Belko & Company
Pennsylvania
$222K – – –
IC
780
Innealta Capital
Texas
$221K – – –
Prudential Financial
781
Prudential Financial
New Jersey
$221K +$213K +6,445 New
FFA
782
First Foundation Advisors
California
$220K -$232K -7,026 -52%
RIL
783
Rothschild Investment LLC
Illinois
$219K – – –
Luther King Capital Management (LKCM)
784
Luther King Capital Management (LKCM)
Texas
$218K – – –
JWBC
785
John W. Brooker & Co
California
$216K – – –
NMG
786
New Millennium Group
Utah
$215K +$595 +18 +0.3%
SFC
787
Sprinkle Financial Consultants
Colorado
$214K +$562 +17 +0.3%
WFA
788
WMG Financial Advisors
Tennessee
$214K -$165 -5 -0.1%
LIM
789
Lathrop Investment Management
Arkansas
$213K +$205K +6,202 New
BDF
790
Black Diamond Financial
Maryland
$212K +$204K +6,175 New
ERWM
791
Elk River Wealth Management
Colorado
$211K -$12.6K -380 -6%
BA
792
Bridge Advisory
California
$211K -$2.64K -80 -1%
AWM
793
Axxcess Wealth Management
California
$208K +$200K +6,055 New
TC
794
TAP Consulting
Missouri
$205K +$198K +5,988 New
RW
795
RVW Wealth
California
$204K +$197K +5,957 New
AWM
796
Accurate Wealth Management
Florida
$204K +$194K +5,880 New
LWMT
797
Legacy Wealth Management (Tennessee)
Tennessee
$204K +$197K +5,951 New
BFG
798
Berger Financial Group
Minnesota
$203K +$196K +5,929 New
AC
799
Annandale Capital
Texas
$203K +$196K +5,922 New
GT
800
Greenleaf Trust
Michigan
$202K +$195K +5,897 New
30 31
32
33 34

DFAC Hedge Fund Activity: Q3 2024 in Review

858 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q3 2024, worth a combined $24.5B — up 9.5% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new DFAC positions and 23 closed out — a net gain of 42 holders — while 360 added to existing stakes and 240 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $1.26B. The largest seller was McGlone Suttner Wealth Management, cutting an estimated $60.5M.

  • 858 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q3 2024, up from 826 in Q2 2024.
  • Funds reported $24.5B of Dimensional US Core Equity 2 ETF stock for Q3 2024, up 9.5% quarter-over-quarter.
  • 65 funds opened new Dimensional US Core Equity 2 ETF positions in Q3 2024 and 23 closed out, a net change of +42 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $1.26B added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q3 2024 was McGlone Suttner Wealth Management, an estimated $60.5M sold.

Based on aggregated 13F filings for Q3 2024.