U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
462 hedge funds and large institutions have $8.86B invested in U.S. Core Equity 2 Portfolio ETF Class Shares in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 188 increasing their positions, 113 reducing their positions, and 86 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 113
6% less funds holding in top 10
Funds holding in top 10: 105 → 99 (-6)
6.44% less ownership
Funds ownership: 64.37% → 57.93% (-6.4%)
9% less funds holding
Funds holding: 508 → 462 (-46)
41% less capital inflows, than outflows
Capital inflows: $733M | Capital outflows: $1.24B
45% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 86
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Forum Financial Management
Lombard,
Illinois
|
+$84.9M |
| 2 |
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$44.3M |
| 3 |
Beacon Pointe Advisors
Newport Beach,
California
|
+$34.7M |
| 4 |
EP Wealth Advisors
Torrance,
California
|
+$32.1M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$31.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$391M |
| 2 |
Geometric Wealth Advisors
Washington,
District of Columbia
|
-$103M |
| 3 |
Apella Capital
West Hartford,
Connecticut
|
-$71.6M |
| 4 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$51.6M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$47.6M |
DFAC Hedge Fund Activity: Q1 2022 in Review
462 of the 6,362 institutional investors tracked by Wall St. Rank reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) for Q1 2022, worth a combined $8.86B — down 9.2% from $9.8B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of DFAC and 47 opened new positions — a net loss of 39 holders — while 113 trimmed existing stakes and 188 added.
The largest buyer was Forum Financial Management, adding an estimated $84.9M. The largest seller was LPL Financial, exiting entirely with an estimated $391M sold.
- 462 institutional investors held U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) as of Q1 2022, down from 508 in Q4 2021.
- Funds reported $8.86B of U.S. Core Equity 2 Portfolio ETF Class Shares stock for Q1 2022, down 9.2% quarter-over-quarter.
- 47 funds opened new U.S. Core Equity 2 Portfolio ETF Class Shares positions in Q1 2022 and 86 closed out, a net change of -39 holders.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares buyer in Q1 2022 was Forum Financial Management, an estimated $84.9M added.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares seller in Q1 2022 was LPL Financial, an estimated $391M sold.
Based on aggregated 13F filings for Q1 2022.