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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
NWM
101
Northwest Wealth Management
Iowa
$18.2M +$19.8M +780,687 New
PCM
102
Passive Capital Management
Maryland
$18.2M +$19.8M +780,097 New
Bank of America
103
Bank of America
North Carolina
$18M +$14.7M +581,976 +308%
AC
104
AWM Capital
Arizona
$17.4M +$9.65M +381,005 +104%
VCM
105
Versant Capital Management
Arizona
$17.3M +$319K +12,599 +2%
HSG
106
Helen Stephens Group
Texas
$17.2M +$1.28M +50,643 +7%
LPWM
107
Lake Point Wealth Management
Texas
$17.1M +$18.5M +732,268 New
EH
108
Equitable Holdings
New York
$17.1M +$684K +27,012 +4%
CSIA
109
Conrad Siegel Investment Advisors
Pennsylvania
$16.8M -$5.52M -217,872 -23%
MHB
110
Midwest Heritage Bank
Iowa
$16.7M -$371K -14,640 -2%
SWM
111
Soundmark Wealth Management
Washington
$16.7M -$549K -21,686 -3%
MCM
112
Morton Capital Management
California
$16.6M +$2.33M +92,213 +15%
MRWM
113
ML&R Wealth Management
Texas
$16.4M +$326K +12,877 +2%
BAM
114
Baldrige Asset Management
Pennsylvania
$15.6M -$415K -16,402 -2%
CPIG
115
Chicago Partners Investment Group
Illinois
$15.1M -$4.57M -180,357 -23%
Creative Planning
116
Creative Planning
Kansas
$14.8M +$8.18M +323,127 +103%
CA
117
Cetera Advisors
Colorado
$14.7M +$557K +21,993 +4%
NEWAS
118
N.E.W. Advisory Services
Wisconsin
$14.4M +$15.6M +616,834 New
BJL
119
Brighton Jones LLC
Washington
$14.3M +$1.09M +42,911 +7%
SFA
120
Sequoia Financial Advisors
Ohio
$13.7M +$241K +9,510 +2%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$13M +$116K +4,569 +0.8%
B
122
Bridgeworth
Alabama
$12.8M +$428K +16,911 +3%
Betterment LLC
123
Betterment LLC
New York
$12.7M +$2.45M +96,770 +22%
MIAN
124
Mariner Independent Advisor Network
Kansas
$12.5M +$1.7M +66,963 +15%
CFO
125
CVA Family Office
Colorado
$12M +$136K +5,383 +1%

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.