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Dimensional US Core Equity 2 ETF

998 hedge funds and large institutions have $26.7B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 336 increasing their positions, 285 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 18

25% more funds holding in top 10

Funds holding in top 10: 211264 (+53)

18% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 285

16% more funds holding

Funds holding: 858998 (+140)

9% more capital invested

Capital invested by funds: $24.5B → $26.7B (+$2.23B)

4.04% more ownership

Funds ownership: 78.57%82.6% (+4%)

Holders
998
Holders Change
+140
Holders Change %
+16.32%
% of All Funds
13.15%
Holding in Top 10
264
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.12%
% of All Funds
3.48%
New
174
Increased
336
Reduced
285
Closed
18
Calls
$1.38M
Puts
Net Calls
+$1.38M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
DWS
176
Discipline Wealth Solutions
South Carolina
$30.3M +$3.04M +86,443 +11%
MG
177
Mather Group
Illinois
$29.3M -$957K -27,172 -3%
PCM
178
Peirce Capital Management
Texas
$29.1M -$682K -19,360 -2%
JWM
179
JP Wealth Management
South Carolina
$29M +$29.5M +838,892 New
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$29M +$1.36M +38,579 +5%
Truist Financial
181
Truist Financial
North Carolina
$28.6M -$2.95M -83,905 -9%
SCA
182
Strathmore Capital Advisors
North Carolina
$28.4M +$28.9M +820,214 New
BFS
183
Beacon Financial Strategies
North Carolina
$28.3M -$10.3K -293 -0%
UB
184
UMB Bank
Missouri
$28M -$376K -10,674 -1%
WC
185
Wolfstich Capital
Massachusetts
$27.9M +$28.4M +805,473 New
FWM
186
FMB Wealth Management
California
$27.8M +$2.4M +68,100 +9%
PFM
187
Phillips Financial Management
Indiana
$27.6M -$979K -27,813 -3%
MG
188
MilWealth Group
Wisconsin
$27.6M +$16.1M +457,680 +135%
PF
189
Parker Financial
Washington
$27M +$5.72M +162,361 +26%
HSG
190
Helen Stephens Group
Texas
$27M -$26.3M -747,439 -49%
RFP
191
Root Financial Partners
California
$26.9M -$1.03M -29,370 -4%
LFS
192
Lutz Financial Services
Nebraska
$26.7M +$69.6K +1,977 +0.3%
RSWM
193
Robertson Stephens Wealth Management
California
$26.7M -$419K -11,906 -2%
CPCM
194
Cardinal Point Capital Management
Ontario, Canada
$26.3M +$1.59M +45,179 +6%
VPF
195
Vantage Point Financial
Illinois
$26.2M +$26.7M +757,246 New
EWM
196
Empirical Wealth Management
Washington
$26.1M +$310K +8,801 +1%
RWM
197
Riverchase Wealth Management
Texas
$25.7M +$26.1M +741,806 New
HIA
198
HTG Investment Advisors
Connecticut
$25.6M +$731K +20,744 +3%
MWM
199
Momentous Wealth Management
Washington
$25.4M +$25.9M +734,630 New
AFO
200
Aurelius Family Office
New Hampshire
$25M +$25.5M +724,019 New

DFAC Hedge Fund Activity: Q4 2024 in Review

998 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q4 2024, worth a combined $26.7B — up 9.1% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new DFAC positions and 18 closed out — a net gain of 156 holders — while 336 added to existing stakes and 285 trimmed.

The largest buyer was Essential Planning, adding an estimated $137M. The largest seller was Mercer Global Advisors, cutting an estimated $127M.

  • 998 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q4 2024, up from 858 in Q3 2024.
  • Funds reported $26.7B of Dimensional US Core Equity 2 ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 174 funds opened new Dimensional US Core Equity 2 ETF positions in Q4 2024 and 18 closed out, a net change of +156 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q4 2024 was Essential Planning, an estimated $137M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2024.