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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
QHA
176
Quarry Hill Advisors
Minnesota
$24.5M +$1.71M +54,371 +8%
RFP
177
Root Financial Partners
California
$24.1M +$736K +23,331 +3%
EWM
178
Empirical Wealth Management
Washington
$24.1M -$1.27M -40,285 -5%
HIA
179
HTG Investment Advisors
Connecticut
$22.4M +$231K +7,340 +1%
DWS
180
Discipline Wealth Solutions
South Carolina
$22.2M +$2.53M +80,212 +13%
FWM
181
FMB Wealth Management
California
$22.1M +$1.39M +44,184 +7%
KAM
182
Kraft Asset Management
Tennessee
$22M -$738K -23,397 -3%
VCM
183
Versant Capital Management
Arizona
$21.9M -$409K -12,974 -2%
WAP
184
Wealthcare Advisory Partners
Pennsylvania
$21.6M +$1.94M +61,422 +10%
TW
185
Trajan Wealth
Arizona
$21.4M -$664K -21,051 -3%
SW
186
Schulz Wealth
Texas
$21.3M -$1.16M -36,704 -5%
CPCM
187
Cardinal Point Capital Management
Ontario, Canada
$21.2M +$5.74M +182,050 +38%
RFP
188
RCS Financial Planning
Maryland
$21.1M +$4.13M +131,049 +25%
CFA
189
Cahill Financial Advisors
Minnesota
$21M +$559K +17,716 +3%
Focus Partners Wealth
190
Focus Partners Wealth
Massachusetts
$21M +$1.64M +52,101 +9%
MWA
191
Mills Wealth Advisors
Texas
$20.5M +$982K +31,141 +5%
NEWAS
192
N.E.W. Advisory Services
Wisconsin
$19.8M -$311K -9,856 -2%
SIS
193
Strategic Investment Solutions
Illinois
$19.8M +$18.7M +594,053 New
SRCM
194
Signature Resources Capital Management
California
$19.8M +$2.31M +73,252 +14%
FA
195
Financial Alternatives
California
$19.7M +$463K +14,679 +2%
LFGO
196
Legacy Financial Group (Oklahoma)
Oklahoma
$19.5M -$183K -5,799 -0.9%
ACA
197
American Capital Advisory
Idaho
$19.5M +$1.83M +57,919 +10%
CIAS
198
CFS Investment Advisory Services
New Jersey
$19.2M -$4.26K -135 -0%
APP
199
Avantax Planning Partners
Iowa
$18.7M -$40.8K -1,294 -0.2%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$18.3M +$9.07M +287,694 +103%

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.