U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
388 hedge funds and large institutions have $5.66B invested in U.S. Core Equity 2 Portfolio ETF Class Shares in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 105 reducing their positions, and 18 closing their positions.
244% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 18
163% more capital inflows, than outflows
Capital inflows: $416M | Capital outflows: $158M
16% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 105
10% more funds holding
Funds holding: 354 → 388 (+34)
6% more funds holding in top 10
Funds holding in top 10: 48 → 51 (+3)
0.26% less ownership
Funds ownership: 42.16% → 41.9% (-0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sax Wealth Advisors
Parsippany,
New Jersey
|
+$47.8M |
| 2 |
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$36.8M |
| 3 |
Hemington Wealth Management
Falls Church,
Virginia
|
+$24.6M |
| 4 |
Advisornet Financial
Minnetonka,
Minnesota
|
+$18.9M |
| 5 |
Versant Capital Management
Phoenix,
Arizona
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$46.3M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$14.7M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.6M |
| 4 |
CVA Family Office
Denver,
Colorado
|
-$10.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.57M |
DFAC Hedge Fund Activity: Q3 2021 in Review
388 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) for Q3 2021, worth a combined $5.66B — up 0.24% from $5.65B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new DFAC positions and 18 closed out — a net gain of 44 holders — while 122 added to existing stakes and 105 trimmed.
The largest buyer was Sax Wealth Advisors, opening a new position worth an estimated $47.8M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $46.3M.
- 388 institutional investors held U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) as of Q3 2021, up from 354 in Q2 2021.
- Funds reported $5.66B of U.S. Core Equity 2 Portfolio ETF Class Shares stock for Q3 2021, up 0.24% quarter-over-quarter.
- 62 funds opened new U.S. Core Equity 2 Portfolio ETF Class Shares positions in Q3 2021 and 18 closed out, a net change of +44 holders.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares buyer in Q3 2021 was Sax Wealth Advisors, an estimated $47.8M added.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares seller in Q3 2021 was Cambridge Investment Research Advisors, an estimated $46.3M sold.
Based on aggregated 13F filings for Q3 2021.