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Dimensional US Core Equity 2 ETF

998 hedge funds and large institutions have $26.7B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 336 increasing their positions, 285 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 18

25% more funds holding in top 10

Funds holding in top 10: 211264 (+53)

18% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 285

16% more funds holding

Funds holding: 858998 (+140)

9% more capital invested

Capital invested by funds: $24.5B → $26.7B (+$2.23B)

4.04% more ownership

Funds ownership: 78.57%82.6% (+4%)

Holders
998
Holders Change
+140
Holders Change %
+16.32%
% of All Funds
13.15%
Holding in Top 10
264
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.12%
% of All Funds
3.48%
New
174
Increased
336
Reduced
285
Closed
18
Calls
$1.38M
Puts
Net Calls
+$1.38M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
876
Strategy Asset Managers
California
$246K -$104K -2,954 -29%
RCS
877
Retirement Capital Strategies
California
$246K
MSAM
878
Moloney Securities Asset Management
Missouri
$246K +$250K +7,112 New
WWA
879
Wingate Wealth Advisors
Massachusetts
$245K +$249K +7,071 New
Bank of Montreal
880
Bank of Montreal
Ontario, Canada
$242K +$222K +6,304 +906%
CPSAC
881
Chas P. Smith & Associates (CPS)
Florida
$241K
MWC
882
MBM Wealth Consultants
Missouri
$240K
P
883
&Partners
Tennessee
$239K +$141 +4 +0.1%
CRC
884
Curi RMB Capital
Illinois
$238K +$704 +20 +0.3%
AAG
885
Armstrong Advisory Group
Massachusetts
$238K
SI
886
Stephens Inc
Arkansas
$238K
LC
887
Lindbrook Capital
California
$237K
SF
888
Synovus Financial
Georgia
$237K +$634 +18 +0.3%
PF
889
Prosperitas Financial
California
$237K -$15.8K -450 -6%
EFG
890
Embree Financial Group
Illinois
$236K
LEFP
891
Leading Edge Financial Planning
Tennessee
$236K
GLLW
892
Graves Light Lenhart Wealth
Virginia
$235K +$563 +16 +0.2%
WN
893
Williams & Novak
California
$234K -$65K -1,847 -21%
M
894
MATAURO
New York
$233K +$237K +6,741 New
JC
895
Jentner Corp
Ohio
$233K +$3.42K +97 +1%
FTWA
896
Fifth Third Wealth Advisors
Ohio
$232K
NGA
897
Naples Global Advisors
Florida
$231K
BIM
898
Bridges Investment Management
Nebraska
$230K
FFP
899
FourThought Financial Partners
Florida
$228K +$232K +6,592 New
RWP
900
Ridgecrest Wealth Partners
California
$226K

DFAC Hedge Fund Activity: Q4 2024 in Review

998 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q4 2024, worth a combined $26.7B — up 9.1% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new DFAC positions and 18 closed out — a net gain of 156 holders — while 336 added to existing stakes and 285 trimmed.

The largest buyer was Essential Planning, adding an estimated $137M. The largest seller was Mercer Global Advisors, cutting an estimated $127M.

  • 998 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q4 2024, up from 858 in Q3 2024.
  • Funds reported $26.7B of Dimensional US Core Equity 2 ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 174 funds opened new Dimensional US Core Equity 2 ETF positions in Q4 2024 and 18 closed out, a net change of +156 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q4 2024 was Essential Planning, an estimated $137M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2024.