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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
CPWM
151
Cypress Point Wealth Management
Texas
$32M +$933K +29,592 +3%
MWM
152
Mattern Wealth Management
Kansas
$31.9M +$16.6M +525,773 +114%
TWA
153
Trellis Wealth Advisors
California
$31.1M +$1.05M +33,323 +4%
PCM
154
Passive Capital Management
Maryland
$30.8M +$5.21M +165,108 +21%
RIM
155
Rockbridge Investment Management
New York
$30M +$2.44M +77,487 +9%
DPW
156
DiNuzzo Private Wealth
Pennsylvania
$29.7M -$615K -19,512 -2%
IA
157
IFG Advisory
Georgia
$29.7M +$966K +30,628 +3%
MG
158
Mather Group
Illinois
$29.4M -$410K -12,998 -1%
AHL
159
Abel Hall LLC
Louisiana
$29.3M +$2.67M +84,568 +10%
WP
160
WMS Partners
Maryland
$29.2M -$184K -5,830 -0.6%
PWMG
161
Private Wealth Management Group
New Jersey
$29.1M +$266K +8,426 +0.9%
LWM
162
Liberty Wealth Management
California
$28.9M +$24.8M +786,938 +87%
Truist Financial
163
Truist Financial
North Carolina
$28.8M +$2.8M +88,883 +11%
SIMC
164
Squire Investment Management Company
Utah
$28.6M +$1.32M +41,807 +5%
PCM
165
Peirce Capital Management
Texas
$28.5M +$1.66M +52,621 +6%
WG
166
Watchman Group
Texas
$28.4M +$394K +12,489 +1%
WAM
167
WNY Asset Management
New York
$28.2M +$23.7M +750,213 +609%
DWA
168
Delap Wealth Advisory
Oregon
$27.6M +$12.5M +395,299 +86%
PFM
169
Phillips Financial Management
Indiana
$27.5M -$1.22M -38,775 -4%
WWP
170
Walden Wealth Partners
Ohio
$27.1M -$80K -2,538 -0.3%
UB
171
UMB Bank
Missouri
$26.5M
BFS
172
Beacon Financial Strategies
North Carolina
$26.4M -$7.41K -235 -0%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$25.7M -$118K -3,735 -0.5%
RSWM
174
Robertson Stephens Wealth Management
California
$25.5M -$2.3M -73,007 -8%
LFS
175
Lutz Financial Services
Nebraska
$24.7M +$500K +15,861 +2%

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.