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Dimensional US Core Equity 2 ETF

826 hedge funds and large institutions have $22.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 338 increasing their positions, 244 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 30

39% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 244

3% more funds holding

Funds holding: 800826 (+26)

5% more capital invested

Capital invested by funds: $21.4B → $22.4B (+$984M)

1% more funds holding in top 10

Funds holding in top 10: 204206 (+2)

0.19% more ownership

Funds ownership: 78.2%78.39% (+0.19%)

Holders
826
Holders Change
+26
Holders Change %
+3.25%
% of All Funds
11.93%
Holding in Top 10
206
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.98%
% of All Funds
2.98%
New
64
Increased
338
Reduced
244
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZF
76
Zhang Financial
Michigan
$71.5M +$8.3M +263,234 +13%
CCWA
77
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$70.8M -$1.79M -56,621 -3%
SWA
78
ShankerValleau Wealth Advisors
Illinois
$70.3M -$787K -24,945 -1%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$70.3M +$10.6M +337,441 +18%
W
80
WorthPointe
California
$69.7M -$1.69M -53,740 -2%
MWM
81
Merriman Wealth Management
Washington
$69.5M -$775K -24,577 -1%
PAS
82
Park Avenue Securities
New York
$69.1M +$3.42M +108,492 +5%
Betterment LLC
83
Betterment LLC
New York
$67.8M +$8.38M +265,740 +14%
MGWA
84
Monument Group Wealth Advisors
Massachusetts
$67.6M +$12.7M +404,248 +24%
PCI
85
Planning Center Inc
Illinois
$67.3M +$399K +12,661 +0.6%
KAS
86
Kestra Advisory Services
Texas
$65.2M +$5.71M +181,215 +10%
SWA
87
Sax Wealth Advisors
New Jersey
$64.3M +$3.69M +117,163 +6%
ATI
88
ARK & TLK Investments
Oklahoma
$62.9M +$61.5M +1,949,751 New
ALWM
89
Andrews Lucia Wealth Management
California
$61.2M
Comerica Bank
90
Comerica Bank
Texas
$61M -$4.05M -128,348 -6%
SHFA
91
SC&H Financial Advisors
Maryland
$60.9M +$5.25M +166,504 +10%
KAM
92
KEB Asset Management
Illinois
$60.5M +$1.15M +36,497 +2%
THL
93
Tillman Hartley LLC
Colorado
$59.2M -$973K -30,850 -2%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$58.9M -$830K -26,315 -1%
BBNB
95
Baker Boyer National Bank
Washington
$58.9M +$346K +10,976 +0.6%
BWA
96
BCU Wealth Advisors
Illinois
$58M +$7.64M +242,341 +16%
TWA
97
TCI Wealth Advisors
Arizona
$57.6M +$3.96M +125,692 +8%
TWD
98
True Wealth Design
Ohio
$57.1M +$106K +3,352 +0.2%
HNWA
99
Henrickson Nauta Wealth Advisors
Michigan
$57M +$726K +23,027 +1%
AP
100
Adero Partners
California
$55M -$1.07M -33,970 -2%

DFAC Hedge Fund Activity: Q2 2024 in Review

826 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2024, worth a combined $22.4B — up 4.6% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAC positions and 30 closed out — a net gain of 34 holders — while 338 added to existing stakes and 244 trimmed.

The largest buyer was Savant Capital, adding an estimated $139M. The largest seller was Forum Financial Management, cutting an estimated $66.8M.

  • 826 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2024, up from 800 in Q1 2024.
  • Funds reported $22.4B of Dimensional US Core Equity 2 ETF stock for Q2 2024, up 4.6% quarter-over-quarter.
  • 64 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2024 and 30 closed out, a net change of +34 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2024 was Savant Capital, an estimated $139M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2024 was Forum Financial Management, an estimated $66.8M sold.

Based on aggregated 13F filings for Q2 2024.