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Dimensional US Core Equity 2 ETF

826 hedge funds and large institutions have $22.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 338 increasing their positions, 244 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 30

39% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 244

3% more funds holding

Funds holding: 800826 (+26)

5% more capital invested

Capital invested by funds: $21.4B → $22.4B (+$984M)

1% more funds holding in top 10

Funds holding in top 10: 204206 (+2)

0.19% more ownership

Funds ownership: 78.2%78.39% (+0.19%)

Holders
826
Holders Change
+26
Holders Change %
+3.25%
% of All Funds
11.93%
Holding in Top 10
206
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.98%
% of All Funds
2.98%
New
64
Increased
338
Reduced
244
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCI
126
RS Crum Inc
California
$39.7M -$7.47M -236,859 -16%
RK
127
Rather & Kittrell
Tennessee
$39.1M -$222K -7,026 -0.6%
BAM
128
Bayshore Asset Management
Florida
$38.7M -$78.6K -2,492 -0.2%
VAG
129
Vannoy Advisory Group
Texas
$38.3M -$543K -17,218 -1%
ODA
130
One Degree Advisors
California
$38.3M +$795K +25,217 +2%
NWM
131
Northwest Wealth Management
Iowa
$38.1M -$570K -18,071 -2%
AC
132
Applied Capital
Arkansas
$37.7M +$517K +16,400 +1%
CWM
133
Cherrydale Wealth Management
New Jersey
$37.5M +$1.88M +59,692 +5%
SFS
134
Sowell Financial Services
Arkansas
$37.4M +$896K +28,407 +3%
SPWM
135
Straight Path Wealth Management
Michigan
$37M +$3.91M +123,938 +12%
MCM
136
Morton Capital Management
California
$36.7M +$2.4M +75,972 +7%
TCOTS
137
Trust Company of the South
North Carolina
$36.6M -$302K -9,569 -0.8%
MHB
138
Midwest Heritage Bank
Iowa
$35.8M +$869K +27,542 +3%
GVAG
139
Great Valley Advisor Group
Delaware
$35.5M +$934K +29,628 +3%
RLIM
140
Red Lighthouse Investment Management
New York
$35.4M -$6.21K -197 -0%
DWM
141
Diversify Wealth Management
Utah
$35.1M +$35.6M +1,130,242 New
WA
142
Wealthstream Advisors
New York
$34.2M +$1.68M +53,350 +5%
NRWA
143
North Ridge Wealth Advisors
Oregon
$33.8M +$699K +22,160 +2%
SW
144
Simplicity Wealth
New Jersey
$33.6M +$32.3M +1,024,248 +5,661%
DAS
145
Dynamic Advisor Solutions
Arizona
$33M +$10.3M +327,324 +47%
FS
146
Financial Symmetry
North Carolina
$33M +$2.22M +70,346 +7%
EH
147
Equitable Holdings
New York
$32.6M +$1.61M +50,915 +5%
DWM
148
Dopkins Wealth Management
New York
$32.2M -$973K -30,868 -3%
EWA
149
EP Wealth Advisors
California
$32.1M +$86.2K +2,733 +0.3%
CPIG
150
Chicago Partners Investment Group
Illinois
$32M -$5.91M -187,381 -16%

DFAC Hedge Fund Activity: Q2 2024 in Review

826 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2024, worth a combined $22.4B — up 4.6% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAC positions and 30 closed out — a net gain of 34 holders — while 338 added to existing stakes and 244 trimmed.

The largest buyer was Savant Capital, adding an estimated $139M. The largest seller was Forum Financial Management, cutting an estimated $66.8M.

  • 826 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2024, up from 800 in Q1 2024.
  • Funds reported $22.4B of Dimensional US Core Equity 2 ETF stock for Q2 2024, up 4.6% quarter-over-quarter.
  • 64 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2024 and 30 closed out, a net change of +34 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2024 was Savant Capital, an estimated $139M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2024 was Forum Financial Management, an estimated $66.8M sold.

Based on aggregated 13F filings for Q2 2024.