Dimensional US Core Equity 2 ETF
DFAC
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.
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: 211 → 264 (+53)
18% more repeat investments, than reductions
Existing positions increased: 336 | Existing positions reduced: 285
16% more funds holding
Funds holding: 858 → 998 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$137M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$105M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$103M |
| 4 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$63M |
| 5 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$59.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$127M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$58.6M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$34.7M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
-$29.3M |
| 5 |
HSG
Helen Stephens Group
Fort Worth,
Texas
|
-$26.3M |
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.