Dimensional US Core Equity 2 ETF
DFAC
461 hedge funds and large institutions have $8.86B invested in Dimensional US Core Equity 2 ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 188 increasing their positions, 113 reducing their positions, and 86 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 113
6% less funds holding in top 10
Funds holding in top 10: 105 → 99 (-6)
5.91% less ownership
Funds ownership: 64.36% → 58.46% (-5.9%)
9% less funds holding
Funds holding: 507 → 461 (-46)
9% less capital invested
Capital invested by funds: $9.75B → $8.86B (-$897M)
47% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 86
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$84.9M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$81.9M |
| 3 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$44.3M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$34.7M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$32.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$391M |
| 2 |
GWA
Geometric Wealth Advisors
Washington,
District of Columbia
|
-$103M |
| 3 |
AC
Apella Capital
West Hartford,
Connecticut
|
-$71.6M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$51.6M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$47.6M |
DFAC Hedge Fund Activity: Q1 2022 in Review
461 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2022, worth a combined $8.86B — down 9.2% from $9.75B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of DFAC and 46 opened new positions — a net loss of 40 holders — while 113 trimmed existing stakes and 188 added.
The largest buyer was Forum Financial Management, adding an estimated $84.9M. The largest seller was LPL Financial, exiting entirely with an estimated $391M sold.
- 461 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2022, down from 507 in Q4 2021.
- Funds reported $8.86B of Dimensional US Core Equity 2 ETF stock for Q1 2022, down 9.2% quarter-over-quarter.
- 46 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2022 and 86 closed out, a net change of -40 holders.
- The largest Dimensional US Core Equity 2 ETF buyer in Q1 2022 was Forum Financial Management, an estimated $84.9M added.
- The largest Dimensional US Core Equity 2 ETF seller in Q1 2022 was LPL Financial, an estimated $391M sold.
Based on aggregated 13F filings for Q1 2022.