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Dimensional US Core Equity 2 ETF
DFAC

800 hedge funds and large institutions have $21.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 208 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 22

68% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 208

12% more capital invested

Capital invested by funds: $19B → $21.4B (+$2.36B)

5% more funds holding

Funds holding: 765 → 800 (+35)

1% more funds holding in top 10

Funds holding in top 10: 201 → 204 (+3)

0.49% less ownership

Funds ownership: 78.69% → 78.2% (-0.49%)

Holders
800
Holders Change
+35
Holders Change %
+4.58%
% of All Funds
11.52%
Holding in Top 10
204
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.49%
% of All Funds
2.94%
New
71
Increased
350
Reduced
208
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$188M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$127M
3
GM
GeoWealth Management
Illinois
+$86.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$68.8M
5
SIM
Stratos Investment Management
Ohio
+$44.6M

Top Sellers

Rank Fund Capital Flow
1
MHS
M Holdings Securities
Oregon
-$67.9M
2
PCA
Prosperity Capital Advisors
Ohio
-$47.1M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$33.6M
4
FFM
Forum Financial Management
Illinois
-$27.8M
5
SC
Savant Capital
Illinois
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
176
Kraft Asset Management
Tennessee
$22.6M -$503K -16,673 -2%
SW
177
Schulz Wealth
Texas
$22.3M +$2.8M +92,589 +15%
DAS
178
Dynamic Advisor Solutions
Arizona
$22.3M +$1.38M +45,567 +7%
VCM
179
Versant Capital Management
Arizona
$22.1M -$120K -3,988 -0.6%
MRWM
180
ML&R Wealth Management
Texas
$22M -$4.74M -157,134 -19%
HIA
181
HTG Investment Advisors
Connecticut
$21.9M +$1.4M +46,470 +7%
TW
182
Trajan Wealth
Arizona
$21.9M +$20.6M +683,984 New
FWM
183
FMB Wealth Management
California
$20.5M +$348K +11,540 +2%
CFA
184
Cahill Financial Advisors
Minnesota
$20.3M +$1.81M +59,846 +10%
NEWAS
185
N.E.W. Advisory Services
Wisconsin
$19.9M +$92.7K +3,071 +0.5%
LFGO
186
Legacy Financial Group (Oklahoma)
Oklahoma
$19.5M +$58.4K +1,933 +0.3%
WAP
187
Wealthcare Advisory Partners
Pennsylvania
$19.4M +$11.1K +368 +0.1%
DWS
188
Discipline Wealth Solutions
South Carolina
$19.4M +$2.18M +72,100 +13%
PCIA
189
Prime Capital Investment Advisors
Kansas
$19.3M -$269K -8,924 -1%
MWA
190
Mills Wealth Advisors
Texas
$19.3M +$89.7K +2,970 +0.5%
Focus Partners Wealth
191
Focus Partners Wealth
Massachusetts
$19.1M +$1.28M +42,508 +8%
FA
192
Financial Alternatives
California
$19.1M +$1.13M +37,426 +7%
CIAS
193
CFS Investment Advisory Services
New Jersey
$19.1M -$319K -10,553 -2%
APP
194
Avantax Planning Partners
Iowa
$18.6M +$17.6M +582,527 New
RCAG
195
Rehmann Capital Advisory Group
Michigan
$17.8M +$1.35M +44,881 +9%
IAG
196
Investment Advisory Group
Massachusetts
$17.7M +$611K +20,237 +4%
CFGA
197
Cambridge Financial Group (Arizona)
Arizona
$17.3M +$1.34M +44,354 +9%
RFP
198
RCS Financial Planning
Maryland
$16.8M -$3.46M -114,552 -18%
CFO
199
CVA Family Office
Colorado
$16.7M +$16.1K +533 +0.1%
PFG
200
Pinnacle Financial Group
Illinois
$16.3M +$1.45M +48,185 +10%
6 7
8
9 10

DFAC Hedge Fund Activity: Q1 2024 in Review

800 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2024, worth a combined $21.4B — up 12% from $19B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new DFAC positions and 22 closed out — a net gain of 49 holders — while 350 added to existing stakes and 208 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $188M. The largest seller was M Holdings Securities, cutting an estimated $67.9M.

  • 800 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2024, up from 765 in Q4 2023.
  • Funds reported $21.4B of Dimensional US Core Equity 2 ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 71 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2024 and 22 closed out, a net change of +49 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2024 was Focus Partners Advisor Solutions, an estimated $188M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2024 was M Holdings Securities, an estimated $67.9M sold.

Based on aggregated 13F filings for Q1 2024.