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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
RCAG
201
Rehmann Capital Advisory Group
Michigan
$18.1M +$116K +3,673 +0.7%
BCI
202
Brinker Capital Investments
Pennsylvania
$18M +$1.66M +52,789 +10%
OPS
203
Orion Portfolio Solutions
Nebraska
$18M +$1.66M +52,789 +10%
IAG
204
Investment Advisory Group
Massachusetts
$17.9M +$38.6K +1,223 +0.2%
CFGA
205
Cambridge Financial Group (Arizona)
Arizona
$17.8M +$363K +11,516 +2%
FFG
206
Fiduciary Financial Group
California
$17.8M +$16.5M +524,427 New
PFG
207
Pinnacle Financial Group
Illinois
$17M +$472K +14,964 +3%
LFA
208
LifeGuide Financial Advisors
Pennsylvania
$16.1M +$3.06K +97 +0%
CFO
209
CVA Family Office
Colorado
$16.1M -$757K -23,990 -5%
CWM
210
Cahill Wealth Management
Michigan
$15.7M +$1.32M +41,982 +9%
FWP
211
Firethorn Wealth Partners
Georgia
$15.7M +$222K +7,048 +1%
HWM
212
Hassell Wealth Management
Louisiana
$15.6M -$176K -5,568 -1%
KMWM
213
Keudell/Morrison Wealth Management
Oregon
$15.6M +$732K +23,225 +5%
CAM
214
Cresset Asset Management
Illinois
$15.5M -$205K -6,492 -1%
HWM
215
Hemington Wealth Management
Virginia
$15.3M -$828K -26,246 -5%
EWA
216
EverSource Wealth Advisors
Alabama
$15.2M +$218K +6,907 +2%
PF
217
Parker Financial
Washington
$13.7M +$4.48M +142,057 +50%
GWM
218
Geneos Wealth Management
Colorado
$13.7M +$9.99M +316,670 +292%
MFG
219
Merit Financial Group
Georgia
$13.6M -$66.2K -2,100 -0.5%
SP
220
Symmetry Partners
Connecticut
$13.4M +$8.55M +271,164 +186%
Morgan Stanley
221
Morgan Stanley
New York
$13.4M -$9.38M -297,542 -42%
Stifel Financial
222
Stifel Financial
Missouri
$13.1M +$203K +6,433 +2%
CCA
223
Cravens & Co Advisors
Tennessee
$12.9M +$1.31M +41,595 +12%
PCIA
224
Prime Capital Investment Advisors
Kansas
$12.8M -$6.54M -207,286 -34%
RA
225
RFG Advisory
Alabama
$12.6M +$171K +5,437 +1%

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.