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Dimensional US Core Equity 2 ETF

548 hedge funds and large institutions have $8.66B invested in Dimensional US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 185 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 27

41% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 131

19% more funds holding

Funds holding: 461548 (+87)

18% more funds holding in top 10

Funds holding in top 10: 99117 (+18)

4.92% more ownership

Funds ownership: 58.46%63.38% (+4.9%)

2% less capital invested

Capital invested by funds: $8.86B → $8.66B (-$199M)

Holders
548
Holders Change
+87
Holders Change %
+18.87%
% of All Funds
9.23%
Holding in Top 10
117
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.18%
% of All Funds
1.97%
New
120
Increased
185
Reduced
131
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
201
NWAM LLC
Washington
$3.1M +$371K +14,672 +12%
Goldman Sachs
202
Goldman Sachs
New York
$2.95M +$2.61M +103,196 +440%
BDF
203
Balasa Dinverno & Foltz
$2.9M +$1.17K +46 +0%
BAM
204
Belpointe Asset Management
Nevada
$2.88M +$1.91M +75,268 +156%
RJT
205
Raymond James Trust
Florida
$2.76M +$163K +6,447 +6%
RIM
206
Rockbridge Investment Management
New York
$2.68M +$1.67M +65,839 +134%
Stifel Financial
207
Stifel Financial
Missouri
$2.66M +$139K +5,486 +5%
NA
208
NewEdge Advisors
Louisiana
$2.66M +$811K +32,026 +39%
LFAS
209
Level Four Advisory Services
Texas
$2.6M -$4.05K -160 -0.1%
SPWM
210
Straight Path Wealth Management
Michigan
$2.57M +$2.79M +110,109 New
MWM
211
Mission Wealth Management
California
$2.56M +$148K +5,863 +6%
RPGK
212
Retirement Planning Group (Kansas)
Kansas
$2.55M
ACP
213
Aveo Capital Partners
Colorado
$2.49M +$2.09M +82,474 +339%
MCM
214
MAI Capital Management
Ohio
$2.48M
BFA
215
Buttonwood Financial Advisors
Maryland
$2.46M +$2.67M +105,580 New
TF
216
TIAA FSB
Florida
$2.41M -$82.1K -3,242 -3%
CWP
217
Concord Wealth Partners
Virginia
$2.37M +$2.58M +101,876 New
Ameriprise
218
Ameriprise
Minnesota
$2.36M -$717K -28,311 -22%
OCM
219
Orion Capital Management
California
$2.36M +$246K +9,723 +11%
LWM
220
Liberty Wealth Management
California
$2.36M +$36.4K +1,436 +1%
FCH
221
Freestone Capital Holdings
Washington
$2.32M +$170K +6,710 +7%
CW
222
CreativeOne Wealth
Kansas
$2.29M -$48.4K -1,912 -2%
CC
223
Callan Capital
California
$2.29M +$2.48M +98,051 New
CAN
224
Cetera Advisor Networks
California
$2.28M +$530K +20,934 +27%
WWM
225
Western Wealth Management
Colorado
$2.28M +$2.48M +97,936 New

DFAC Hedge Fund Activity: Q2 2022 in Review

548 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2022, worth a combined $8.66B — down 2.2% from $8.86B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new DFAC positions and 27 closed out — a net gain of 93 holders — while 185 added to existing stakes and 131 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $378M. The largest seller was CFS Investment Advisory Services, cutting an estimated $69.5M.

  • 548 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2022, up from 461 in Q1 2022.
  • Funds reported $8.66B of Dimensional US Core Equity 2 ETF stock for Q2 2022, down 2.2% quarter-over-quarter.
  • 120 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2022 and 27 closed out, a net change of +93 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2022 was LPL Financial, an estimated $378M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $69.5M sold.

Based on aggregated 13F filings for Q2 2022.