Dimensional US Core Equity 2 ETF
DFAC
765 hedge funds and large institutions have $19B invested in Dimensional US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 287 increasing their positions, 224 reducing their positions, and 26 closing their positions.
350% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 26
28% more repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 224
21% more funds holding in top 10
Funds holding in top 10: 166 → 201 (+35)
19% more capital invested
Capital invested by funds: $16B → $19B (+$2.98B)
12% more funds holding
Funds holding: 686 → 765 (+79)
2.02% more ownership
Funds ownership: 76.67% → 78.69% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$171M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$92.3M |
| 3 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$75.6M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$53M |
| 5 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$39.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$177M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$58.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$41.8M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$16.2M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$9.41M |
DFAC Hedge Fund Activity: Q4 2023 in Review
765 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q4 2023, worth a combined $19B — up 19% from $16B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new DFAC positions and 26 closed out — a net gain of 91 holders — while 287 added to existing stakes and 224 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $171M. The largest seller was Strategic Investment Solutions, cutting an estimated $177M.
- 765 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q4 2023, up from 686 in Q3 2023.
- Funds reported $19B of Dimensional US Core Equity 2 ETF stock for Q4 2023, up 19% quarter-over-quarter.
- 117 funds opened new Dimensional US Core Equity 2 ETF positions in Q4 2023 and 26 closed out, a net change of +91 holders.
- The largest Dimensional US Core Equity 2 ETF buyer in Q4 2023 was Mercer Global Advisors, an estimated $171M added.
- The largest Dimensional US Core Equity 2 ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $177M sold.
Based on aggregated 13F filings for Q4 2023.