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Dimensional US Core Equity 2 ETF
DFAC

800 hedge funds and large institutions have $21.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 208 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 22

68% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 208

12% more capital invested

Capital invested by funds: $19B → $21.4B (+$2.36B)

5% more funds holding

Funds holding: 765 → 800 (+35)

1% more funds holding in top 10

Funds holding in top 10: 201 → 204 (+3)

0.49% less ownership

Funds ownership: 78.69% → 78.2% (-0.49%)

Holders
800
Holders Change
+35
Holders Change %
+4.58%
% of All Funds
11.52%
Holding in Top 10
204
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.49%
% of All Funds
2.94%
New
71
Increased
350
Reduced
208
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$188M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$127M
3
GM
GeoWealth Management
Illinois
+$86.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$68.8M
5
SIM
Stratos Investment Management
Ohio
+$44.6M

Top Sellers

Rank Fund Capital Flow
1
MHS
M Holdings Securities
Oregon
-$67.9M
2
PCA
Prosperity Capital Advisors
Ohio
-$47.1M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$33.6M
4
FFM
Forum Financial Management
Illinois
-$27.8M
5
SC
Savant Capital
Illinois
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
126
Vannoy Advisory Group
Texas
$38.5M -$274K -9,084 -0.7%
BAM
127
Bayshore Asset Management
Florida
$38.4M -$1.37M -45,221 -4%
NWM
128
Northwest Wealth Management
Iowa
$38.4M -$79.7K -2,639 -0.2%
CCMI
129
Creative Capital Management Investments
California
$37.7M +$4.21M +139,578 +13%
ODA
130
One Degree Advisors
California
$37.1M +$384K +12,714 +1%
AC
131
Applied Capital
Arkansas
$36.9M +$1.21M +40,020 +4%
TCOTS
132
Trust Company of the South
North Carolina
$36.6M +$3.6M +119,334 +12%
SFS
133
Sowell Financial Services
Arkansas
$36.2M +$28.6M +945,765 +505%
GWS
134
Glassman Wealth Services
Virginia
$35.9M +$1.97M +65,356 +6%
CPIG
135
Chicago Partners Investment Group
Illinois
$35.6M -$11.9M -393,198 -25%
CWM
136
Cherrydale Wealth Management
New Jersey
$35.2M -$165K -5,458 -0.5%
RLIM
137
Red Lighthouse Investment Management
New York
$35.1M -$567K -18,771 -2%
MHB
138
Midwest Heritage Bank
Iowa
$34.6M +$5.9M +195,580 +22%
GVAG
139
Great Valley Advisor Group
Delaware
$34.3M +$337K +11,165 +1%
MCM
140
Morton Capital Management
California
$34M +$2M +66,100 +7%
FW
141
FirstPurpose Wealth
Utah
$33.4M +$37.9K +1,256 +0.1%
DWM
142
Dopkins Wealth Management
New York
$32.9M +$2.48M +82,229 +9%
NRWA
143
North Ridge Wealth Advisors
Oregon
$32.8M +$1.38M +45,567 +5%
SPWM
144
Straight Path Wealth Management
Michigan
$32.8M +$1.57M +52,128 +5%
WA
145
Wealthstream Advisors
New York
$32.1M +$1.01M +33,353 +3%
EWA
146
EP Wealth Advisors
California
$31.7M +$244K +8,090 +0.8%
CPWM
147
Cypress Point Wealth Management
Texas
$30.7M +$9.64M +319,216 +50%
EH
148
Equitable Holdings
New York
$30.7M +$489K +16,214 +2%
FS
149
Financial Symmetry
North Carolina
$30.5M +$765K +25,355 +3%
DPW
150
DiNuzzo Private Wealth
Pennsylvania
$30.1M +$333K +11,041 +1%
4 5
6
7 8

DFAC Hedge Fund Activity: Q1 2024 in Review

800 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2024, worth a combined $21.4B — up 12% from $19B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new DFAC positions and 22 closed out — a net gain of 49 holders — while 350 added to existing stakes and 208 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $188M. The largest seller was M Holdings Securities, cutting an estimated $67.9M.

  • 800 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2024, up from 765 in Q4 2023.
  • Funds reported $21.4B of Dimensional US Core Equity 2 ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 71 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2024 and 22 closed out, a net change of +49 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2024 was Focus Partners Advisor Solutions, an estimated $188M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2024 was M Holdings Securities, an estimated $67.9M sold.

Based on aggregated 13F filings for Q1 2024.