We are live on ! Find out more
DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

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: 800 → 826 (+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: 204 → 206 (+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
–

Top Buyers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
+$139M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.4M
3
ATI
ARK & TLK Investments
Oklahoma
+$61.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50.4M
5
AC
Apella Capital
Connecticut
+$41.2M

Top Sellers

Rank Fund Capital Flow
1
FFM
Forum Financial Management
Illinois
-$66.8M
2
LNC
Lincoln National Corp
Pennsylvania
-$49.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$22.3M
4
BSW
Buckingham Strategic Wealth
Missouri
-$14.2M
5
GWM
Grand Wealth Management
Michigan
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
101
Shearwater Capital
Colorado
$54.4M -$265K -8,411 -0.5%
BJL
102
Brighton Jones LLC
Washington
$54.3M +$3.61M +114,332 +7%
SM
103
Sensible Money
Arizona
$53.7M +$6.11M +193,780 +13%
VW
104
Vance Wealth
California
$53.3M -$1.32M -41,979 -2%
CPA
105
Capital Performance Advisors
California
$52.1M -$251K -7,952 -0.5%
PWM
106
Perigon Wealth Management
California
$51.4M +$2.41M +76,495 +5%
CA
107
Claris Advisors
Missouri
$51.4M -$1.05M -33,407 -2%
PAG
108
Private Advisor Group
New Jersey
$50.3M +$4.58M +145,135 +10%
CC
109
Capstone Capital
Nevada
$49.7M +$1.05M +33,278 +2%
CWR
110
Chico Wealth RIA
California
$49.4M +$1.74M +55,159 +4%
BCA
111
Ballentine Capital Advisors
South Carolina
$48.9M +$1.5M +47,643 +3%
JP Morgan Chase
112
JP Morgan Chase
New York
$48.1M +$2.65M +83,951 +6%
GFA
113
Grunden Financial Advisory
Texas
$45.8M +$522K +16,546 +1%
HSG
114
Helen Stephens Group
Texas
$45.6M +$3.49M +110,584 +8%
EA
115
Efficient Advisors
Ohio
$45.2M -$679K -21,540 -2%
BPA
116
Beacon Pointe Advisors
California
$44.4M -$2.22M -70,549 -5%
PWM
117
PBMares Wealth Management
Virginia
$44M +$1.96M +62,000 +5%
C1AG
118
Client 1st Advisory Group
Florida
$41.8M +$626K +19,865 +2%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$41.7M +$575K +18,237 +1%
SWG
120
Summit Wealth Group
Vermont
$41.3M -$900K -28,545 -2%
AWM
121
Austin Wealth Management
Texas
$41.2M -$538K -17,061 -1%
LFA
122
Lauterbach Financial Advisors
Texas
$40.9M -$740K -23,471 -2%
CCMI
123
Creative Capital Management Investments
California
$40.6M +$2.53M +80,237 +7%
MML Investors Services
124
MML Investors Services
Massachusetts
$40M +$38.2K +1,210 +0.1%
GWS
125
Glassman Wealth Services
Virginia
$39.8M +$3.45M +109,255 +10%
3 4
5
6 7

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.