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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
KAM
126
Knightsbridge Asset Management
California
$11.8M +$12.8M +506,083 New
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$11.8M +$12.8M +504,460 New
RK
128
Rather & Kittrell
Tennessee
$11.3M +$424K +16,727 +4%
SDH
129
Sloy Dahl & Holst
Washington
$11.2M -$20.9K -824 -0.2%
MFG
130
Merit Financial Group
Georgia
$11.2M -$72K -2,844 -0.6%
Truist Financial
131
Truist Financial
North Carolina
$11.1M +$2.38M +94,180 +25%
AF
132
Advisornet Financial
Minnesota
$11.1M -$8.79M -346,981 -42%
GWS
133
Glassman Wealth Services
Virginia
$11.1M +$12M +474,757 New
ZF
134
Zhang Financial
Michigan
$10.6M +$11.2M +442,975 +3,244%
PAS
135
Park Avenue Securities
New York
$9.87M +$146K +5,750 +1%
CFA
136
Cahill Financial Advisors
Minnesota
$9.84M +$879K +34,704 +9%
IAG
137
Investment Advisory Group
Massachusetts
$9.68M +$113K +4,466 +1%
PFM
138
Phillips Financial Management
Indiana
$9.64M +$10M +395,334 +2,135%
AW
139
Avion Wealth
Texas
$9.6M -$127K -5,018 -1%
RCAG
140
Rehmann Capital Advisory Group
Michigan
$9.57M +$1.13M +44,684 +12%
IAN
141
Integrated Advisors Network
Texas
$9.17M +$488K +19,290 +5%
JMPWA
142
JP Morgan Private Wealth Advisors
California
$9.14M +$4.28M +169,242 +76%
SWG
143
Summit Wealth Group
Vermont
$9.07M +$747K +29,519 +8%
SC
144
Schubert & Co
Texas
$8.95M -$642K -25,348 -6%
ASI
145
Advisory Services & Investments
Oregon
$8.7M +$9.17M +362,211 +3,249%
FAIM
146
Financial Advocates Investment Management
Washington
$8.63M +$9.38M +370,352 New
RFC
147
Regions Financial Corp
Alabama
$8.6M -$20.5K -809 -0.2%
WAG
148
Winthrop Advisory Group
Massachusetts
$8.57M -$62.2K -2,457 -0.7%
MG
149
MilWealth Group
Wisconsin
$7.46M -$456K -18,012 -5%
DAS
150
Dynamic Advisor Solutions
Arizona
$7.44M +$8.08M +319,217 New

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.