We are live on ! Find out more
DFAC icon

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
CWM
201
Cahill Wealth Management
Michigan
$7.93M +$286K +11,295 +4%
MWM
202
Melfa Wealth Management
Massachusetts
$7.88M -$144K -5,701 -2%
WFA
203
Websterrogers Financial Advisors
South Carolina
$7.88M +$1.65K +65 +0%
CWM
204
Cedar Wealth Management
California
$7.7M +$7.66M +302,298 New
AWM
205
AE Wealth Management
Kansas
$7.62M +$3.97M +156,593 +110%
PFO
206
Pathstone Family Office
New Jersey
$7.55M -$7.3M -288,148 -49%
SWP
207
Stratos Wealth Partners
Ohio
$7.52M -$231K -9,136 -3%
WW
208
Waterfront Wealth
Kansas
$7.43M +$5.57M +219,935 +308%
SOAG
209
Silver Oak Advisory Group
Oregon
$7.33M +$340K +13,417 +5%
RLWM
210
RF&L Wealth Management
Massachusetts
$7.26M +$51.3K +2,027 +0.7%
AL
211
Aspiriant LLC
California
$7.18M +$203 +8 +0%
1WM
212
1900 Wealth Management
Texas
$7.16M +$41.3K +1,629 +0.6%
MAM
213
McLean Asset Management
Virginia
$7.14M -$17.8M -701,012 -71%
RWI
214
Red Wave Investments
Pennsylvania
$7.06M -$462K -18,252 -6%
RRCM
215
Rappaport Reiches Capital Management
Illinois
$6.87M -$411K -16,207 -6%
SPI
216
Sutton Place Investors
New York
$6.78M +$11.7K +463 +0.2%
FOA
217
Five Oceans Advisors
California
$6.65M +$446K +17,599 +7%
OIA
218
OneDigital Investment Advisors
Kansas
$6.64M +$842K +33,222 +15%
FPCP
219
Fort Point Capital Partners
California
$6.56M
ACP
220
Aveo Capital Partners
Colorado
$6.55M +$619K +24,435 +10%
KOMWMG
221
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.52M +$5.4M +213,150 +498%
IFS
222
Intelligent Financial Strategies
Minnesota
$5.77M -$460K -18,165 -7%
RSWM
223
Robertson Stephens Wealth Management
California
$5.48M
MAM
224
McCarthy Asset Management
California
$5.44M +$115K +4,542 +2%
MFC
225
Morris Financial Concepts
South Carolina
$5.35M -$11.9K -469 -0.2%

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.