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Dimensional US Core Equity 2 ETF

548 hedge funds and large institutions have $8.66B invested in Dimensional US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 185 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 27

41% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 131

19% more funds holding

Funds holding: 461548 (+87)

18% more funds holding in top 10

Funds holding in top 10: 99117 (+18)

4.92% more ownership

Funds ownership: 58.46%63.38% (+4.9%)

2% less capital invested

Capital invested by funds: $8.86B → $8.66B (-$199M)

Holders
548
Holders Change
+87
Holders Change %
+18.87%
% of All Funds
9.23%
Holding in Top 10
117
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.18%
% of All Funds
1.97%
New
120
Increased
185
Reduced
131
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
76
UMB Bank
Missouri
$28M -$1.1M -43,510 -3%
KMWM
77
Keudell/Morrison Wealth Management
Oregon
$28M -$2.86M -112,946 -9%
BAM
78
Bayshore Asset Management
Florida
$27.8M -$1.7M -67,099 -5%
DWM
79
Dopkins Wealth Management
New York
$27.8M +$78.5K +3,100 +0.3%
EWA
80
EP Wealth Advisors
California
$27M -$363K -14,351 -1%
RCI
81
RS Crum Inc
California
$26.8M +$710K +28,041 +2%
HWM
82
Hemington Wealth Management
Virginia
$26.2M +$4.39M +173,362 +18%
WP
83
WMS Partners
Maryland
$24.6M -$798K -31,533 -3%
PCI
84
Planning Center Inc
Illinois
$24.4M +$26.3M +1,037,327 New
FW
85
FirstPurpose Wealth
Utah
$23.9M +$26M +1,025,467 New
MAM
86
McLean Asset Management
Virginia
$23.3M +$25M +988,750 New
PWM
87
PBMares Wealth Management
Virginia
$23.1M +$25.1M +991,361 New
IA
88
IFG Advisory
Georgia
$21.7M +$23.6M +930,971 New
MML Investors Services
89
MML Investors Services
Massachusetts
$21.5M +$15.2K +602 +0.1%
AC
90
Applied Capital
Arkansas
$21.3M +$2.43M +96,074 +12%
MG
91
Mather Group
Illinois
$21.1M +$1.05M +41,380 +5%
CWM
92
Cherrydale Wealth Management
New Jersey
$20.5M -$1.83M -72,359 -8%
EWM
93
Empirical Wealth Management
Washington
$20.3M -$1.05M -41,593 -5%
KAM
94
Kraft Asset Management
Tennessee
$20.3M -$562K -22,215 -2%
CS
95
Comerica Securities
Michigan
$20M -$1.51M -59,568 -6%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$19.9M +$2.44M +96,174 +13%
UCFA
97
United Capital Financial Advisors
Texas
$19.7M -$175K -6,898 -0.8%
SHFA
98
SC&H Financial Advisors
Maryland
$19.4M +$2.73M +107,775 +15%
BFS
99
Beacon Financial Strategies
North Carolina
$19.2M
SP
100
Symmetry Partners
Connecticut
$19M +$4.23M +167,008 +26%

DFAC Hedge Fund Activity: Q2 2022 in Review

548 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2022, worth a combined $8.66B — down 2.2% from $8.86B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new DFAC positions and 27 closed out — a net gain of 93 holders — while 185 added to existing stakes and 131 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $378M. The largest seller was CFS Investment Advisory Services, cutting an estimated $69.5M.

  • 548 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2022, up from 461 in Q1 2022.
  • Funds reported $8.66B of Dimensional US Core Equity 2 ETF stock for Q2 2022, down 2.2% quarter-over-quarter.
  • 120 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2022 and 27 closed out, a net change of +93 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2022 was LPL Financial, an estimated $378M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $69.5M sold.

Based on aggregated 13F filings for Q2 2022.