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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
RLIM
101
Red Lighthouse Investment Management
New York
$28.4M -$674K -26,623 -2%
Creative Planning
102
Creative Planning
Kansas
$27.4M -$5.12M -201,983 -16%
AC
103
Applied Capital
Arkansas
$26.8M +$1.07M +42,133 +4%
CWM
104
Cherrydale Wealth Management
New Jersey
$26.2M +$501K +19,764 +2%
RK
105
Rather & Kittrell
Tennessee
$26.1M +$4.47M +176,458 +21%
FW
106
FirstPurpose Wealth
Utah
$25.8M +$10.2K +402 +0%
NA
107
NewEdge Advisors
Louisiana
$25.7M +$16.4M +648,994 +180%
UB
108
UMB Bank
Missouri
$25.2M -$5.23M -206,295 -17%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$25M +$9.46M +373,377 +61%
CSIA
110
Conrad Siegel Investment Advisors
Pennsylvania
$24.5M +$604K +23,840 +3%
DWM
111
Dopkins Wealth Management
New York
$24.4M -$5.98M -236,020 -20%
ZF
112
Zhang Financial
Michigan
$23.9M +$4.24M +167,516 +22%
MG
113
Mather Group
Illinois
$23.7M +$1.08M +42,748 +5%
WP
114
WMS Partners
Maryland
$23.5M -$183K -7,226 -0.8%
BJL
115
Brighton Jones LLC
Washington
$23.4M +$3.18M +125,694 +16%
IA
116
IFG Advisory
Georgia
$23.4M -$309K -12,196 -1%
HSG
117
Helen Stephens Group
Texas
$23.4M +$2.99M +117,849 +15%
GWS
118
Glassman Wealth Services
Virginia
$23M +$2.97M +117,238 +15%
HWM
119
Hemington Wealth Management
Virginia
$22.6M -$89.8K -3,544 -0.4%
NRWA
120
North Ridge Wealth Advisors
Oregon
$22.3M +$22.2M +874,430 New
CS
121
Comerica Securities
Michigan
$22.2M +$765K +30,202 +4%
SM
122
Sensible Money
Arizona
$22.1M +$8.54M +336,989 +63%
MHB
123
Midwest Heritage Bank
Iowa
$22M +$5.52M +217,988 +34%
EH
124
Equitable Holdings
New York
$21.8M +$447K +17,657 +2%
Betterment LLC
125
Betterment LLC
New York
$21.8M +$4.32M +170,474 +25%

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.