Dimensional US Core Equity 2 ETF
DFAC
544 hedge funds and large institutions have $9B invested in Dimensional US Core Equity 2 ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 267 increasing their positions, 125 reducing their positions, and 31 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 125
8% more funds holding in top 10
Funds holding in top 10: 117 → 126 (+9)
3.65% more ownership
Funds ownership: 63.38% → 67.03% (+3.6%)
10% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 31
4% more capital invested
Capital invested by funds: $8.66B → $9B (+$346M)
1% less funds holding
Funds holding: 548 → 544 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$245M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$115M |
| 3 |
Cerity Partners
New York
|
+$83.7M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$57M |
| 5 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Passive Capital Management
Baltimore,
Maryland
|
-$10M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$5.14M |
| 3 |
MFC
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
-$5.08M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$3.09M |
| 5 |
WP
WMS Partners
Towson,
Maryland
|
-$2.39M |
DFAC Hedge Fund Activity: Q3 2022 in Review
544 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q3 2022, worth a combined $9B — up 4% from $8.66B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new DFAC positions and 31 closed out — a net gain of 3 holders — while 267 added to existing stakes and 125 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $245M. The largest seller was Passive Capital Management, cutting an estimated $10M.
- 544 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q3 2022, down from 548 in Q2 2022.
- Funds reported $9B of Dimensional US Core Equity 2 ETF stock for Q3 2022, up 4% quarter-over-quarter.
- 34 funds opened new Dimensional US Core Equity 2 ETF positions in Q3 2022 and 31 closed out, a net change of +3 holders.
- The largest Dimensional US Core Equity 2 ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $245M added.
- The largest Dimensional US Core Equity 2 ETF seller in Q3 2022 was Passive Capital Management, an estimated $10M sold.
Based on aggregated 13F filings for Q3 2022.