We are live on ! Find out more
DFAC icon

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
VWWMG
951
Vermillion & White Wealth Management Group
Pennsylvania
$126K +$70 +2 +0.1%
HFS
952
Hantz Financial Services
Michigan
$124K +$127K +3,598 New
KBFS
953
Kohmann Bosshard Financial Services
Ohio
$116K +$118K +3,363 New
FFO
954
Fortitude Family Office
Arizona
$115K +$82.1K +2,332 +233%
NCM
955
Northwest Capital Management
Oregon
$109K +$2.15K +61 +2%
IRC
956
Investors Research Corp
Georgia
$108K
TLCM
957
Twin Lakes Capital Management
California
$106K +$108K +3,055 New
FMII
958
Farmers & Merchants Investments Inc
Nebraska
$91.8K
HIA
959
Harbor Investment Advisory
Maryland
$91.2K
CIBC Private Wealth Group
960
CIBC Private Wealth Group
Georgia
$88.6K -$83.3K -2,365 -48%
GWSA
961
Global Wealth Strategies & Associates
Colorado
$79K -$17.6K -499 -18%
MCA
962
Maryland Capital Advisors
Maryland
$76.8K
BL
963
BFSG LLC
California
$74.9K
HR
964
Howe & Rusling
New York
$73.1K
TC
965
Truvestments Capital
Florida
$71.3K +$211 +6 +0.3%
TAM
966
Tucker Asset Management
Colorado
$68.4K +$211 +6 +0.3%
AIA
967
Arcadia Investment Advisors
Idaho
$60.1K
MA
968
Modus Advisors
Minnesota
$57.9K +$58.9K +1,673 New
CIAS
969
Capital Investment Advisory Services
North Carolina
$57.3K -$10.5K -299 -15%
AWM
970
Avior Wealth Management
Nebraska
$45.7K +$3.06K +87 +7%
AWM
971
Abound Wealth Management
Tennessee
$45.3K +$40K +1,135 +645%
EK
972
Evensky & Katz
Florida
$43K -$236K -6,693 -84%
CFS
973
CGC Financial Services
Oregon
$37K
BFS
974
Bare Financial Services
Pennsylvania
$34.8K
SIM
975
Studio Investment Management
Illinois
$29.3K

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.