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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
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$21.1M -$313K -12,366 -1%
BFS
127
Beacon Financial Strategies
North Carolina
$21M -$11.9K -470 -0.1%
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$21M +$2.47M +97,474 +13%
KAM
129
Kraft Asset Management
Tennessee
$20.9M -$1.67M -66,001 -7%
SP
130
Symmetry Partners
Connecticut
$20.9M -$248K -9,778 -1%
EWM
131
Empirical Wealth Management
Washington
$20.7M -$459K -18,110 -2%
MRWM
132
ML&R Wealth Management
Texas
$20.1M +$827K +32,644 +4%
NWM
133
Northwest Wealth Management
Iowa
$19.5M -$299K -11,811 -2%
SWM
134
Soundmark Wealth Management
Washington
$18.9M +$698K +27,556 +4%
TWA
135
Trellis Wealth Advisors
California
$18.9M +$2.33M +91,784 +14%
MCM
136
Morton Capital Management
California
$18.9M +$58.9K +2,325 +0.3%
BAM
137
Baldrige Asset Management
Pennsylvania
$18.8M +$138K +5,451 +0.7%
JP Morgan Chase
138
JP Morgan Chase
New York
$18.7M +$3.33M +131,384 +22%
CCMI
139
Creative Capital Management Investments
California
$18.7M +$5.61M +221,274 +43%
WA
140
Wealthstream Advisors
New York
$18.3M +$2.02M +79,869 +13%
RFP
141
Root Financial Partners
California
$18.2M +$18.1M +713,849 New
QHA
142
Quarry Hill Advisors
Minnesota
$17.9M +$1.5M +59,402 +9%
MML Investors Services
143
MML Investors Services
Massachusetts
$17.8M -$2.99M -118,186 -14%
UCFA
144
United Capital Financial Advisors
Texas
$17.8M -$2.1M -83,030 -11%
VCM
145
Versant Capital Management
Arizona
$17.1M +$86K +3,393 +0.5%
CA
146
Cetera Advisors
Colorado
$17M +$408K +16,124 +2%
Bank of America
147
Bank of America
North Carolina
$17M +$9.48M +374,366 +128%
PCM
148
Passive Capital Management
Maryland
$16.9M +$1.15M +45,532 +7%
Truist Financial
149
Truist Financial
North Carolina
$16.8M +$5M +197,415 +43%
SPWM
150
Straight Path Wealth Management
Michigan
$16.6M +$2.04M +80,563 +14%

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.