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Dimensional US Core Equity 2 ETF

648 hedge funds and large institutions have $15.8B invested in Dimensional US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 290 increasing their positions, 161 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

80% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 161

39% more capital invested

Capital invested by funds: $11.4B → $15.8B (+$4.41B)

6.01% more ownership

Funds ownership: 69.97%75.98% (+6%)

5% more funds holding

Funds holding: 616648 (+32)

3% more funds holding in top 10

Funds holding in top 10: 156161 (+5)

Holders
648
Holders Change
+32
Holders Change %
+5.19%
% of All Funds
10.33%
Holding in Top 10
161
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.21%
% of All Funds
2.57%
New
66
Increased
290
Reduced
161
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Shearwater Capital
Colorado
$40.5M +$1.36M +53,502 +3%
PAG
77
Private Advisor Group
New Jersey
$40.2M +$545K +21,525 +1%
TWA
78
TCI Wealth Advisors
Arizona
$38.3M +$1.57M +61,815 +4%
VW
79
Vance Wealth
California
$38.1M +$2.01M +79,537 +6%
PWM
80
Perigon Wealth Management
California
$38.1M -$129K -5,092 -0.3%
SIAG
81
Safeguard Investment Advisory Group
California
$37.8M +$31.4M +1,238,023 +500%
PAS
82
Park Avenue Securities
New York
$37.5M +$3.65M +143,936 +11%
HNWA
83
Henrickson Nauta Wealth Advisors
Michigan
$37.4M +$1.05M +41,618 +3%
DF
84
DecisionPoint Financial
Arizona
$37M +$4.34M +171,214 +13%
BPA
85
Beacon Pointe Advisors
California
$36.3M +$1.94M +76,691 +6%
CA
86
Claris Advisors
Missouri
$36.1M +$3.17M +125,296 +10%
EA
87
Efficient Advisors
Ohio
$35.8M +$1.72M +67,892 +5%
BAM
88
Bayshore Asset Management
Florida
$33.2M +$1.11M +43,710 +3%
LFA
89
Lauterbach Financial Advisors
Texas
$33.2M +$110K +4,326 +0.3%
CWR
90
Chico Wealth RIA
California
$32.8M -$7.69M -303,389 -19%
KAS
91
Kestra Advisory Services
Texas
$32.6M -$6.23M -245,881 -16%
LNC
92
Lincoln National Corp
Pennsylvania
$32.2M -$7.95M -313,747 -20%
SHFA
93
SC&H Financial Advisors
Maryland
$32M +$5.44M +214,880 +21%
TWD
94
True Wealth Design
Ohio
$31.5M +$1.49M +58,736 +5%
PFM
95
Phillips Financial Management
Indiana
$31.4M +$3.5M +138,242 +13%
PWM
96
PBMares Wealth Management
Virginia
$31.3M +$47.9K +1,891 +0.2%
RCI
97
RS Crum Inc
California
$30.6M -$460K -18,152 -1%
CPIG
98
Chicago Partners Investment Group
Illinois
$30.5M +$3.92M +154,652 +15%
VAS
99
Vestmark Advisory Solutions
Massachusetts
$29.5M +$29.4M +1,159,493 New
LWM
100
Liberty Wealth Management
California
$29M +$28.9M +1,140,874 New

DFAC Hedge Fund Activity: Q1 2023 in Review

648 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2023, worth a combined $15.8B — up 39% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new DFAC positions and 17 closed out — a net gain of 49 holders — while 290 added to existing stakes and 161 trimmed.

The largest buyer was Summit Wealth Group, adding an estimated $781M. The largest seller was EP Wealth Advisors, cutting an estimated $27.4M.

  • 648 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2023, up from 616 in Q4 2022.
  • Funds reported $15.8B of Dimensional US Core Equity 2 ETF stock for Q1 2023, up 39% quarter-over-quarter.
  • 66 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2023 and 17 closed out, a net change of +49 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $781M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2023.