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Dimensional US Core Equity 2 ETF

668 hedge funds and large institutions have $15.2B invested in Dimensional US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 310 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

88% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 165

3% more funds holding

Funds holding: 648668 (+20)

4% less capital invested

Capital invested by funds: $15.8B → $15.2B (-$575M)

1% less funds holding in top 10

Funds holding in top 10: 161159 (-2)

2.27% less ownership

Funds ownership: 75.98%73.71% (-2.3%)

Holders
668
Holders Change
+20
Holders Change %
+3.09%
% of All Funds
10.49%
Holding in Top 10
159
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.24%
% of All Funds
2.5%
New
45
Increased
310
Reduced
165
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WW
201
Waterfront Wealth
Kansas
$8.97M +$733K +28,451 +10%
VWA
202
Visionary Wealth Advisors
Illinois
$8.9M -$189K -7,333 -2%
CWM
203
Cahill Wealth Management
Michigan
$8.84M +$369K +14,331 +5%
SWP
204
Stratos Wealth Partners
Ohio
$8.78M +$728K +28,233 +10%
RJA
205
Raymond James & Associates
Florida
$8.65M +$4.13M +160,207 +101%
PFO
206
Pathstone Family Office
New Jersey
$8.46M +$396K +15,351 +5%
AWM
207
AE Wealth Management
Kansas
$8.36M +$226K +8,768 +3%
Stifel Financial
208
Stifel Financial
Missouri
$8.29M +$3.19M +123,794 +68%
KAM
209
Knightsbridge Asset Management
California
$8.24M -$7.56M -293,150 -49%
CWM
210
Cedar Wealth Management
California
$8.21M
WFA
211
Websterrogers Financial Advisors
South Carolina
$8.15M -$226K -8,759 -3%
1WM
212
1900 Wealth Management
Texas
$8.04M +$213K +8,270 +3%
JMPWA
213
JP Morgan Private Wealth Advisors
California
$8.04M -$1.33M -51,618 -15%
OIA
214
OneDigital Investment Advisors
Kansas
$8.01M +$890K +34,542 +13%
SOAG
215
Silver Oak Advisory Group
Oregon
$8M +$188K +7,293 +3%
RLWM
216
RF&L Wealth Management
Massachusetts
$7.82M +$72.8K +2,825 +1%
AL
217
Aspiriant LLC
California
$7.66M +$284 +11 +0%
C1AG
218
Client 1st Advisory Group
Florida
$7.59M +$7.2M +279,531 New
RWI
219
Red Wave Investments
Pennsylvania
$7.5M -$20.1K -780 -0.3%
KOMWMG
220
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.43M +$452K +17,549 +7%
MWM
221
Melfa Wealth Management
Massachusetts
$7.34M -$999K -38,776 -13%
SPI
222
Sutton Place Investors
New York
$7.33M +$94.5K +3,667 +1%
RRCM
223
Rappaport Reiches Capital Management
Illinois
$7.31M -$9.92K -385 -0.1%
FOA
224
Five Oceans Advisors
California
$7.07M -$13K -503 -0.2%
FPCP
225
Fort Point Capital Partners
California
$6.99M

DFAC Hedge Fund Activity: Q2 2023 in Review

668 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2023, worth a combined $15.2B — down 3.6% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new DFAC positions and 18 closed out — a net gain of 27 holders — while 310 added to existing stakes and 165 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $345M. The largest seller was Summit Wealth Group, cutting an estimated $775M.

  • 668 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2023, up from 648 in Q1 2023.
  • Funds reported $15.2B of Dimensional US Core Equity 2 ETF stock for Q2 2023, down 3.6% quarter-over-quarter.
  • 45 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2023 and 18 closed out, a net change of +27 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $345M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $775M sold.

Based on aggregated 13F filings for Q2 2023.