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Dimensional US Core Equity 2 ETF

998 hedge funds and large institutions have $26.7B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 336 increasing their positions, 285 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 18

25% more funds holding in top 10

Funds holding in top 10: 211264 (+53)

18% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 285

16% more funds holding

Funds holding: 858998 (+140)

9% more capital invested

Capital invested by funds: $24.5B → $26.7B (+$2.23B)

4.04% more ownership

Funds ownership: 78.57%82.6% (+4%)

Holders
998
Holders Change
+140
Holders Change %
+16.32%
% of All Funds
13.15%
Holding in Top 10
264
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.12%
% of All Funds
3.48%
New
174
Increased
336
Reduced
285
Closed
18
Calls
$1.38M
Puts
Net Calls
+$1.38M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
EC
76
Eaton-Cambridge
Arizona
$80.4M -$148K -4,212 -0.2%
WWP
77
Waypoint Wealth Partners
California
$79.7M -$3.65M -103,666 -4%
HIG
78
Heritage Investment Group
Florida
$79.7M +$544K +15,453 +0.7%
Creative Planning
79
Creative Planning
Kansas
$79.5M -$1.77M -50,188 -2%
VBA
80
von Borstel & Associates
Oregon
$78.8M +$24.3M +690,532 +44%
Betterment LLC
81
Betterment LLC
New York
$78.5M +$5.5M +156,138 +7%
WCM
82
Warburton Capital Management
Oklahoma
$78.3M +$79.7M +2,262,709 New
GWM
83
Grand Wealth Management
Michigan
$75.5M +$1.97M +55,995 +3%
BWA
84
BCU Wealth Advisors
Illinois
$75M +$892K +25,317 +1%
RIM
85
Rockbridge Investment Management
New York
$74.7M +$5.38M +152,657 +8%
RWM
86
Ruedi Wealth Management
Illinois
$74.1M -$422K -11,976 -0.6%
KAS
87
Kestra Advisory Services
Texas
$73.5M +$10.9M +309,921 +17%
W
88
WorthPointe
California
$72.1M -$1.72M -48,923 -2%
SWA
89
ShankerValleau Wealth Advisors
Illinois
$71.7M -$2.42M -68,679 -3%
SHFA
90
SC&H Financial Advisors
Maryland
$71.4M +$2.42M +68,663 +3%
VP
91
Verisail Partners
Georgia
$71.3M +$72.6M +2,060,648 New
CCWA
92
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$70.8M -$3.27M -92,928 -4%
MWM
93
Merriman Wealth Management
Washington
$70.7M -$2.63M -74,543 -4%
CA
94
Claris Advisors
Missouri
$70.5M +$13.5M +384,705 +23%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$70.2M +$6.97M +197,949 +11%
PCI
96
Planning Center Inc
Illinois
$70M -$1.66M -47,113 -2%
TWA
97
TCI Wealth Advisors
Arizona
$69.2M +$2.52M +71,476 +4%
KAM
98
KEB Asset Management
Illinois
$68.7M +$2.55M +72,545 +4%
ATI
99
ARK & TLK Investments
Oklahoma
$68M +$1.46M +41,394 +2%
SWA
100
Sax Wealth Advisors
New Jersey
$67.7M -$825K -23,412 -1%

DFAC Hedge Fund Activity: Q4 2024 in Review

998 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q4 2024, worth a combined $26.7B — up 9.1% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new DFAC positions and 18 closed out — a net gain of 156 holders — while 336 added to existing stakes and 285 trimmed.

The largest buyer was Essential Planning, adding an estimated $137M. The largest seller was Mercer Global Advisors, cutting an estimated $127M.

  • 998 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q4 2024, up from 858 in Q3 2024.
  • Funds reported $26.7B of Dimensional US Core Equity 2 ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 174 funds opened new Dimensional US Core Equity 2 ETF positions in Q4 2024 and 18 closed out, a net change of +156 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q4 2024 was Essential Planning, an estimated $137M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2024.