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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
TFGT
826
TS Financial Group (TSFG)
Illinois
$1K
NRG
827
Nemes Rush Group
Michigan
$742 +$725 +23 New
LNC
828
Lincoln National Corp
Pennsylvania
-$49.9M -1,562,110 Closed
SWM
829
Soundmark Wealth Management
Washington
-$25.3M -792,563 Closed
Jane Street
830
Jane Street
New York
-$10.6M -331,019 Closed
NL
831
NWAM LLC
Washington
-$8.91M -280,153 Closed
EF
832
Empowered Funds
Pennsylvania
-$2.75M -86,134 Closed
SAM
833
Silvercrest Asset Management
New York
-$1.33M -41,632 Closed
EW
834
Evoke Wealth
California
-$868K -27,176 Closed
CBFP
835
Cedar Brook Financial Partners
Ohio
-$689K -21,560 Closed
JCM
836
Jacobi Capital Management
Pennsylvania
-$647K -20,260 Closed
TA
837
Tectonic Advisors
Texas
-$426K -13,331 Closed
CTA
838
Camelot Technology Advisors
California
-$366K -11,471 Closed
AIA
839
Arbor Investment Advisors
North Carolina
-$314K -9,832 Closed
WWM
840
Waterway Wealth Management
Texas
-$306K -9,579 Closed
NC
841
NBW Capital
Massachusetts
-$306K -9,568 Closed
Fisher Asset Management
842
Fisher Asset Management
Washington
-$267K -8,356 Closed
RVPG
843
Relative Value Partners Group
-$222K -7,602 Closed
SC
844
Scotia Capital
Ontario, Canada
-$235K -7,350 Closed
HWP
845
Hibernia Wealth Partners
Louisiana
-$228K -7,147 Closed
SAM
846
Strategy Asset Managers
California
-$226K -7,077 Closed
I
847
INVST
Indiana
-$224K -7,028 Closed
AWM
848
Axxcess Wealth Management
California
-$220K -6,896 Closed
TFG
849
Tilson Financial Group
New Jersey
-$218K -6,815 Closed
SW
850
SlateStone Wealth
Florida
-$210K -6,561 Closed

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.