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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
SPI
176
Sutton Place Investors
New York
$4.57M -$7.67K -303 -0.2%
MAM
177
McCarthy Asset Management
California
$4.52M +$38K +1,502 +0.8%
AWP
178
Abacus Wealth Partners
California
$4.43M -$26.2K -1,034 -0.5%
CA
179
CGN Advisors
Kansas
$4.39M -$1.49M -58,819 -24%
PWA
180
Physician Wealth Advisors
Utah
$4.38M -$2.89K -114 -0.1%
NAS
181
Nicolet Advisory Services
Wisconsin
$4.38M +$4.63M +182,943 New
CG
182
Colony Group
Massachusetts
$4.36M +$246K +9,712 +5%
NHC
183
Nicholas Hoffman & Company
Georgia
$4.34M +$51 +2 +0%
Morgan Stanley
184
Morgan Stanley
New York
$4.32M +$4.29M +169,587 +1,071%
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$4.27M +$843K +33,305 +22%
MWM
186
Meridian Wealth Management
Kentucky
$4.03M +$4.38M +172,954 New
CSWM
187
Cassady Schiller Wealth Management
Ohio
$3.92M -$30.9K -1,222 -0.7%
CPWM
188
Cypress Point Wealth Management
Texas
$3.83M +$1.39M +54,975 +50%
BWA
189
BlueSky Wealth Advisors
North Carolina
$3.8M -$49.4K -1,952 -1%
BA
190
Bridgewater Advisors
New York
$3.77M +$1.16M +45,694 +39%
SDWIA
191
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.77M -$15.7K -620 -0.4%
RPCA
192
Running Point Capital Advisors
California
$3.48M -$1.1M -43,390 -23%
AWM
193
AE Wealth Management
Kansas
$3.46M +$3.76M +148,544 New
MGIA
194
Moneta Group Investment Advisors
Missouri
$3.42M -$16.2K -638 -0.4%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$3.42M -$663K -26,176 -15%
Jane Street
196
Jane Street
New York
$3.39M -$1.32M -51,946 -26%
APW
197
Aurora Private Wealth
New Jersey
$3.28M +$176K +6,967 +5%
Cerity Partners
198
Cerity Partners
New York
$3.28M +$399K +15,763 +13%
PP
199
Prosperity Planning
Missouri
$3.16M
GRP
200
Global Retirement Partners
California
$3.12M -$52.1K -2,057 -2%

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.