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Dimensional US Core Equity 2 ETF
DFAC

800 hedge funds and large institutions have $21.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 208 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 22

68% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 208

12% more capital invested

Capital invested by funds: $19B → $21.4B (+$2.36B)

5% more funds holding

Funds holding: 765 → 800 (+35)

1% more funds holding in top 10

Funds holding in top 10: 201 → 204 (+3)

0.49% less ownership

Funds ownership: 78.69% → 78.2% (-0.49%)

Holders
800
Holders Change
+35
Holders Change %
+4.58%
% of All Funds
11.52%
Holding in Top 10
204
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.49%
% of All Funds
2.94%
New
71
Increased
350
Reduced
208
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$188M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$127M
3
GM
GeoWealth Management
Illinois
+$86.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$68.8M
5
SIM
Stratos Investment Management
Ohio
+$44.6M

Top Sellers

Rank Fund Capital Flow
1
MHS
M Holdings Securities
Oregon
-$67.9M
2
PCA
Prosperity Capital Advisors
Ohio
-$47.1M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$33.6M
4
FFM
Forum Financial Management
Illinois
-$27.8M
5
SC
Savant Capital
Illinois
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
101
Brighton Jones LLC
Washington
$50.2M -$187K -6,200 -0.4%
LNC
102
Lincoln National Corp
Pennsylvania
$49.9M -$631K -20,904 -1%
BWA
103
BCU Wealth Advisors
Illinois
$49.8M +$9.13M +302,279 +24%
Osaic Holdings
104
Osaic Holdings
Arizona
$48.7M -$3.98M -131,680 -8%
PWM
105
Perigon Wealth Management
California
$48.5M -$322K -10,659 -0.7%
CC
106
Capstone Capital
Nevada
$48.2M +$4.15M +137,558 +10%
CWR
107
Chico Wealth RIA
California
$47.2M +$2.25M +74,474 +5%
SIM
108
Stratos Investment Management
Ohio
$47.2M +$44.6M +1,476,466 New
SM
109
Sensible Money
Arizona
$47M +$3.23M +107,111 +8%
RCI
110
RS Crum Inc
California
$46.9M +$5.44M +180,105 +14%
BCA
111
Ballentine Capital Advisors
South Carolina
$46.8M +$1.11M +36,701 +3%
BPA
112
Beacon Pointe Advisors
California
$46.2M -$119K -3,943 -0.3%
EA
113
Efficient Advisors
Ohio
$45.5M +$403K +13,361 +0.9%
PAG
114
Private Advisor Group
New Jersey
$45.2M +$922K +30,548 +2%
JP Morgan Chase
115
JP Morgan Chase
New York
$45M +$2.86M +94,769 +7%
GFA
116
Grunden Financial Advisory
Texas
$44.9M +$107K +3,533 +0.3%
SWG
117
Summit Wealth Group
Vermont
$41.8M +$553K +18,312 +1%
PWM
118
PBMares Wealth Management
Virginia
$41.6M +$1.37M +45,346 +4%
HSG
119
Helen Stephens Group
Texas
$41.6M +$6.22M +206,100 +19%
LFA
120
Lauterbach Financial Advisors
Texas
$41.6M -$1.06M -34,978 -3%
C1AG
121
Client 1st Advisory Group
Florida
$40.8M +$3.75M +124,105 +11%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$40.8M +$1.92M +63,624 +5%
AWM
123
Austin Wealth Management
Texas
$40.6M -$691K -22,903 -2%
MML Investors Services
124
MML Investors Services
Massachusetts
$39.6M +$5.01M +165,857 +15%
RK
125
Rather & Kittrell
Tennessee
$39M -$305K -10,093 -0.8%
3 4
5
6 7

DFAC Hedge Fund Activity: Q1 2024 in Review

800 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2024, worth a combined $21.4B — up 12% from $19B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new DFAC positions and 22 closed out — a net gain of 49 holders — while 350 added to existing stakes and 208 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $188M. The largest seller was M Holdings Securities, cutting an estimated $67.9M.

  • 800 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2024, up from 765 in Q4 2023.
  • Funds reported $21.4B of Dimensional US Core Equity 2 ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 71 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2024 and 22 closed out, a net change of +49 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2024 was Focus Partners Advisor Solutions, an estimated $188M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2024 was M Holdings Securities, an estimated $67.9M sold.

Based on aggregated 13F filings for Q1 2024.