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Dimensional US Core Equity 2 ETF

668 hedge funds and large institutions have $15.2B invested in Dimensional US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 310 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

88% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 165

3% more funds holding

Funds holding: 648668 (+20)

4% less capital invested

Capital invested by funds: $15.8B → $15.2B (-$575M)

1% less funds holding in top 10

Funds holding in top 10: 161159 (-2)

2.27% less ownership

Funds ownership: 75.98%73.71% (-2.3%)

Holders
668
Holders Change
+20
Holders Change %
+3.09%
% of All Funds
10.49%
Holding in Top 10
159
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.24%
% of All Funds
2.5%
New
45
Increased
310
Reduced
165
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DF
76
DecisionPoint Financial
Arizona
$48.5M +$8.53M +331,118 +23%
PAG
77
Private Advisor Group
New Jersey
$46.7M +$3.09M +119,783 +8%
PAS
78
Park Avenue Securities
New York
$44.8M +$4.54M +176,180 +12%
TFA
79
Triad Financial Advisors
North Carolina
$44.6M +$639K +24,792 +2%
SC
80
Shearwater Capital
Colorado
$44.4M +$1.13M +43,970 +3%
VAS
81
Vestmark Advisory Solutions
Massachusetts
$44.1M +$12M +465,523 +40%
CPA
82
Capital Performance Advisors
California
$43.9M -$132K -5,132 -0.3%
TWA
83
TCI Wealth Advisors
Arizona
$42.1M +$1.26M +49,064 +3%
HNWA
84
Henrickson Nauta Wealth Advisors
Michigan
$41.7M +$1.78M +69,028 +5%
PWM
85
Perigon Wealth Management
California
$41.3M +$685K +26,595 +2%
VW
86
Vance Wealth
California
$41.2M +$523K +20,293 +1%
CA
87
Claris Advisors
Missouri
$39M +$487K +18,896 +1%
EA
88
Efficient Advisors
Ohio
$38.9M +$761K +29,530 +2%
LNC
89
Lincoln National Corp
Pennsylvania
$37.8M +$3.34M +129,680 +10%
SHFA
90
SC&H Financial Advisors
Maryland
$37.6M +$3.28M +127,220 +10%
CWR
91
Chico Wealth RIA
California
$37.4M +$2.29M +88,684 +7%
LFA
92
Lauterbach Financial Advisors
Texas
$36.5M +$1.09M +42,106 +3%
TWD
93
True Wealth Design
Ohio
$36.3M +$2.65M +102,810 +8%
BAM
94
Bayshore Asset Management
Florida
$35.5M -$671K -26,037 -2%
CPIG
95
Chicago Partners Investment Group
Illinois
$35.4M +$2.08M +80,712 +7%
KAS
96
Kestra Advisory Services
Texas
$34.8M +$34.1K +1,322 +0.1%
SWG
97
Summit Wealth Group
Vermont
$34.1M -$775M -30,082,225 -96%
Bank of America
98
Bank of America
North Carolina
$33.7M +$14.8M +575,947 +86%
RCI
99
RS Crum Inc
California
$33.3M +$691K +26,803 +2%
NA
100
NewEdge Advisors
Louisiana
$32.8M +$5.07M +196,544 +19%

DFAC Hedge Fund Activity: Q2 2023 in Review

668 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2023, worth a combined $15.2B — down 3.6% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new DFAC positions and 18 closed out — a net gain of 27 holders — while 310 added to existing stakes and 165 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $345M. The largest seller was Summit Wealth Group, cutting an estimated $775M.

  • 668 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2023, up from 648 in Q1 2023.
  • Funds reported $15.2B of Dimensional US Core Equity 2 ETF stock for Q2 2023, down 3.6% quarter-over-quarter.
  • 45 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2023 and 18 closed out, a net change of +27 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $345M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $775M sold.

Based on aggregated 13F filings for Q2 2023.