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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
AIA
801
Arcadia Investment Advisors
Idaho
$56K
AFWM
802
Abich Financial Wealth Management
Virginia
$53.9K +$52.8K +1,673 New
AWM
803
Avior Wealth Management
Nebraska
$40.7K +$34.8K +1,105 +708%
EWP
804
Elevation Wealth Partners
California
$36.3K +$63 +2 +0.2%
CFS
805
CGC Financial Services
Oregon
$34.5K
BFS
806
Bare Financial Services
Pennsylvania
$33.6K
SIM
807
Studio Investment Management
Illinois
$27.3K -$86.3K -2,737 -76%
SAM
808
S.A. Mason
Michigan
$26.8K
GJIA
809
Glass Jacobson Investment Advisors
Maryland
$26.4K
JFA
810
JNBA Financial Advisors
Minnesota
$23.4K
JWM
811
Janiczek Wealth Management
Colorado
$22.6K +$22.1K +700 New
VAMG
812
Voisard Asset Management Group
Michigan
$22K
BFO
813
Biltmore Family Office
North Carolina
$20.3K
PS
814
Principal Securities
Iowa
$14.7K +$3.06K +97 +27%
HT
815
Headlands Technologies
Illinois
$13.7K +$13.4K +426 New
BAM
816
Belpointe Asset Management
Nevada
$12.8K +$12.6K +398 New
BFEC
817
Benjamin F. Edwards & Company
Missouri
$12K +$11.5K +364 New
AIC
818
Archer Investment Corporation
Indiana
$9.93K -$2.62K -83 -21%
QC
819
Quent Capital
New York
$9.06K +$7.57K +240 +585%
SL
820
Salomon & Ludwin
Virginia
$7.96K
CWM
821
Cranbrook Wealth Management
Michigan
$6.68K
AWM
822
Abound Wealth Management
Tennessee
$5.67K
GFPC
823
Global Financial Private Client
Florida
$3.39K +$3.31K +105 New
HFA
824
Hershey Financial Advisers
Pennsylvania
$3K +$2.93K +93 New
TLA
825
Tanglewood Legacy Advisors
Texas
$1.61K

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.