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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
WFA
151
Websterrogers Financial Advisors
South Carolina
$7.35M -$9.24K -365 -0.1%
CWM
152
Cedar Wealth Management
California
$7.04M
PFO
153
Pathstone Family Office
New Jersey
$7M +$7.6M +300,276 New
RWI
154
Red Wave Investments
Pennsylvania
$6.88M
CIAS
155
CFS Investment Advisory Services
New Jersey
$6.75M -$69.5M -2,743,420 -90%
AL
156
Aspiriant LLC
California
$6.57M -$116K -4,580 -2%
RRCM
157
Rappaport Reiches Capital Management
Illinois
$6.54M -$6.66K -263 -0.1%
SIAG
158
Safeguard Investment Advisory Group
California
$6.5M +$5.97M +235,726 New
FPCP
159
Fort Point Capital Partners
California
$6.19M +$36.6K +1,446 +0.5%
1WM
160
1900 Wealth Management
Texas
$6.12M +$414K +16,359 +7%
EWA
161
EverSource Wealth Advisors
Alabama
$6.11M +$853K +33,684 +15%
RA
162
RFG Advisory
Alabama
$6.05M +$4.25M +167,750 +239%
WP
163
WealthSource Partners
California
$6M +$2.9M +114,642 +80%
FWP
164
Firethorn Wealth Partners
Georgia
$5.88M +$2.27M +89,747 +63%
IFS
165
Intelligent Financial Strategies
Minnesota
$5.7M +$2.45M +96,704 +65%
SOAG
166
Silver Oak Advisory Group
Oregon
$5.61M -$127K -5,030 -2%
IAG
167
Investmark Advisory Group
Connecticut
$5.31M -$134K -5,293 -2%
MFC
168
Morris Financial Concepts
South Carolina
$5.08M -$724K -28,606 -12%
RSWM
169
Robertson Stephens Wealth Management
California
$5.06M -$95.9K -3,789 -2%
APA
170
American Portfolios Advisors
New York
$4.97M -$208K -8,229 -4%
OPS
171
Orion Portfolio Solutions
Nebraska
$4.82M +$112K +4,436 +2%
WWP
172
WR Wealth Planners
Missouri
$4.81M +$895K +35,332 +21%
WFA
173
Wipfli Financial Advisors
Wisconsin
$4.73M -$157K -6,220 -3%
FOA
174
Five Oceans Advisors
California
$4.73M +$1.99M +78,454 +63%
Royal Bank of Canada
175
Royal Bank of Canada
Ontario, Canada
$4.6M +$545K +21,543 +12%

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.