U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
508 hedge funds and large institutions have $9.8B invested in U.S. Core Equity 2 Portfolio ETF Class Shares in 2021 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 155 increasing their positions, 109 reducing their positions, and 12 closing their positions.
2,284% more capital inflows, than outflows
Capital inflows: $3.69B | Capital outflows: $155M
1,025% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 12
106% more funds holding in top 10
Funds holding in top 10: 51 → 105 (+54)
42% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 109
31% more funds holding
Funds holding: 388 → 508 (+120)
22.47% more ownership
Funds ownership: 41.9% → 64.37% (+22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
+$48.1M |
| 2 |
UMB Bank
Kansas City,
Missouri
|
+$33.9M |
| 3 |
Sowell Financial Services
North Little Rock,
Arkansas
|
+$24.7M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$22.6M |
| 5 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hemington Wealth Management
Falls Church,
Virginia
|
-$24.1M |
| 2 |
SWM
Soundmark Wealth Management
Kirkland,
Washington
|
-$19.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15M |
| 4 |
Evanson Asset Management
Carmel,
California
|
-$9.24M |
| 5 |
Private Advisor Group
Morristown,
New Jersey
|
-$8.92M |
DFAC Hedge Fund Activity: Q4 2021 in Review
508 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) for Q4 2021, worth a combined $9.8B — up 72% from $5.66B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new DFAC positions and 12 closed out — a net gain of 123 holders — while 155 added to existing stakes and 109 trimmed.
The largest buyer was Keudell/Morrison Wealth Management, opening a new position worth an estimated $48.1M. The largest seller was Hemington Wealth Management, exiting entirely with an estimated $24.1M sold.
- 508 institutional investors held U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) as of Q4 2021, up from 388 in Q3 2021.
- Funds reported $9.8B of U.S. Core Equity 2 Portfolio ETF Class Shares stock for Q4 2021, up 72% quarter-over-quarter.
- 135 funds opened new U.S. Core Equity 2 Portfolio ETF Class Shares positions in Q4 2021 and 12 closed out, a net change of +123 holders.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares buyer in Q4 2021 was Keudell/Morrison Wealth Management, an estimated $48.1M added.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares seller in Q4 2021 was Hemington Wealth Management, an estimated $24.1M sold.
Based on aggregated 13F filings for Q4 2021.