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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.26B |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
+$253M |
| 3 |
WA
Wealthstream Advisors
New York
|
+$114M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$104M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$80.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSWM
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
-$60.5M |
| 2 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$25.7M |
| 3 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
-$24.6M |
| 4 |
DWM
Diversify Wealth Management
Sandy,
Utah
|
-$20.5M |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCWA
876
Turtle Creek Wealth Advisors
Dallas,
Texas
| – | -$161K | -4,990 | Closed |
|
|
LIA
877
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| – | -$124K | -3,849 | Closed |
|
|
GI
878
Gradient Investments
Arden Hills,
Minnesota
| – | -$107K | -3,308 | Closed |
|
879
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$56.3K | -1,726 | Closed |
|
|
AFWM
880
Abich Financial Wealth Management
Ashburn,
Virginia
| – | -$53.9K | -1,673 | Closed |
|
|
HT
881
Headlands Technologies
Chicago,
Illinois
| – | -$13.7K | -426 | Closed |
|
|
NRG
882
Nemes Rush Group
Novi,
Michigan
| – | -$742 | -23 | Closed |
|
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.