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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
FA
176
Financial Alternatives
California
$11.5M +$1.32M +52,187 +13%
MWM
177
Mattern Wealth Management
Kansas
$11.4M +$9.95M +392,930 +722%
GWWM
178
Great Waters Wealth Management
Minnesota
$11.2M -$139K -5,495 -1%
FI
179
Financial Insights
Washington
$11M +$4.01M +158,461 +58%
LFS
180
Lutz Financial Services
Nebraska
$10.8M +$4.91M +193,687 +84%
SFA
181
Sequoia Financial Advisors
Ohio
$10.7M -$89.2K -3,521 -0.8%
IAG
182
Investment Advisory Group
Massachusetts
$10.6M -$646K -25,483 -6%
EWA
183
EverSource Wealth Advisors
Alabama
$10.5M +$914K +36,076 +10%
SAG
184
SageView Advisory Group
California
$10.5M +$6K +237 +0.1%
FWP
185
Firethorn Wealth Partners
Georgia
$10.4M +$1.27M +50,010 +14%
PFG
186
Pinnacle Financial Group
Illinois
$10.4M +$5.55M +219,114 +117%
AW
187
Avion Wealth
Texas
$10M -$77.1K -3,045 -0.7%
RA
188
RFG Advisory
Alabama
$9.99M +$2.95M +116,431 +42%
SC
189
Schubert & Co
Texas
$9.87M -$28.3K -1,117 -0.3%
RFC
190
Regions Financial Corp
Alabama
$9.74M
IAN
191
Integrated Advisors Network
Texas
$9.66M -$936K -36,939 -9%
Jane Street
192
Jane Street
New York
$9.59M -$2.62M -103,262 -22%
ASI
193
Advisory Services & Investments
Oregon
$9.39M -$118K -4,641 -1%
WAG
194
Winthrop Advisory Group
Massachusetts
$9.24M
DAS
195
Dynamic Advisor Solutions
Arizona
$9.05M -$578K -22,829 -6%
MG
196
MilWealth Group
Wisconsin
$8.93M -$325K -12,823 -4%
JMPWA
197
JP Morgan Private Wealth Advisors
California
$8.86M -$120K -4,750 -1%
VWA
198
Visionary Wealth Advisors
Illinois
$8.54M +$541K +21,337 +7%
WP
199
WealthSource Partners
California
$8.53M -$555K -21,920 -6%
CCA
200
Cravens & Co Advisors
Tennessee
$8.44M +$411K +16,213 +5%

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.