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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
PAM
201
Pacific Asset Management
Washington
$24.9M +$25.4M +721,137 New
BWM
202
BCO Wealth Management
New Mexico
$24.8M +$25.3M +717,246 New
RFP
203
RCS Financial Planning
Maryland
$24.7M +$1.43M +40,570 +6%
SW
204
Schulz Wealth
Texas
$24.6M +$173K +4,909 +0.7%
MWA
205
Mills Wealth Advisors
Texas
$24.5M +$1.02M +28,840 +4%
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$24.5M +$1.44M +40,956 +6%
SFP
207
SwitchPoint Financial Planning
Utah
$24.2M +$24.6M +698,476 New
DWM
208
David Wealth Management
Virginia
$23.9M +$24.4M +692,030 New
QHA
209
Quarry Hill Advisors
Minnesota
$23.7M +$545K +15,473 +2%
VCM
210
Versant Capital Management
Arizona
$23.7M +$90.2K +2,561 +0.4%
BWA
211
Babb Wealth Advisors
Arizona
$23.6M +$24M +682,399 New
LAMC
212
Longview Asset Management (California)
California
$23.6M +$24M +682,221 New
ACA
213
American Capital Advisory
Idaho
$23.6M +$1.02M +29,042 +4%
CFGA
214
Cambridge Financial Group (Arizona)
Arizona
$23.1M +$1.74M +49,516 +8%
FA
215
Financial Alternatives
California
$22.1M +$1.02M +28,898 +5%
CFA
216
Cahill Financial Advisors
Minnesota
$22.1M -$1.65M -46,836 -7%
KAM
217
Kraft Asset Management
Tennessee
$21.9M -$1.91M -54,262 -8%
TW
218
Trajan Wealth
Arizona
$21.8M -$784K -22,265 -3%
NEWAS
219
N.E.W. Advisory Services
Wisconsin
$21.4M -$19.6K -556 -0.1%
BCI
220
Brinker Capital Investments
Pennsylvania
$21.1M +$2.07M +58,842 +11%
OPS
221
Orion Portfolio Solutions
Nebraska
$21.1M +$2.07M +58,842 +11%
FFG
222
Fiduciary Financial Group
California
$20.6M +$626K +17,789 +3%
LFGO
223
Legacy Financial Group (Oklahoma)
Oklahoma
$20.3M -$355K -10,094 -2%
SF
224
SageOak Financial
Oklahoma
$20.3M +$20.6M +585,726 New
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$20.1M -$1.34M -37,967 -6%

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.