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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
RFP
151
RCS Financial Planning
Maryland
$16.5M +$949K +37,457 +6%
NEWAS
152
N.E.W. Advisory Services
Wisconsin
$16.1M +$12.1K +478 +0.1%
RIM
153
Rockbridge Investment Management
New York
$16.1M +$4.46M +176,235 +39%
HWM
154
Hassell Wealth Management
Louisiana
$15.3M -$2.24M -88,457 -13%
KAM
155
Knightsbridge Asset Management
California
$15.2M -$86.3K -3,408 -0.6%
LFGO
156
Legacy Financial Group (Oklahoma)
Oklahoma
$15.1M -$142K -5,610 -0.9%
AF
157
Advisornet Financial
Minnesota
$14.8M -$433K -17,087 -3%
MWA
158
Mills Wealth Advisors
Texas
$14.4M +$3.92M +154,764 +38%
KMWM
159
Keudell/Morrison Wealth Management
Oregon
$14.3M -$356K -14,036 -2%
HIA
160
HTG Investment Advisors
Connecticut
$14.3M +$539K +21,272 +4%
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$14.3M +$1.32M +52,162 +10%
Financial Engines Advisors
162
Financial Engines Advisors
California
$13.7M +$12.4M +489,527 +988%
CIAS
163
CFS Investment Advisory Services
New Jersey
$13.7M +$272K +10,719 +2%
DWA
164
Delap Wealth Advisory
Oregon
$13.2M -$135K -5,330 -1%
CPWM
165
Cypress Point Wealth Management
Texas
$13.1M +$1.04M +40,992 +9%
CFO
166
CVA Family Office
Colorado
$12.9M +$609K +24,032 +5%
FWM
167
FMB Wealth Management
California
$12.9M +$1.35M +53,371 +12%
WP
168
WealthSpring Partners
California
$12.7M +$359K +14,154 +3%
OPS
169
Orion Portfolio Solutions
Nebraska
$12.5M +$7.85M +309,783 +173%
BCI
170
Brinker Capital Investments
Pennsylvania
$12.5M +$12.1M +476,039 +3,693%
RCAG
171
Rehmann Capital Advisory Group
Michigan
$12.4M +$1.23M +48,577 +11%
CFA
172
Cahill Financial Advisors
Minnesota
$12.1M +$398K +15,706 +3%
HWM
173
HFG Wealth Management
Texas
$11.9M +$11.8M +465,306 New
CG
174
Colony Group
Massachusetts
$11.8M +$3.96M +156,367 +51%
MFG
175
Merit Financial Group
Georgia
$11.8M -$269K -10,603 -2%

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.