U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
550 hedge funds and large institutions have $8.66B invested in U.S. Core Equity 2 Portfolio ETF Class Shares in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 187 increasing their positions, 130 reducing their positions, and 27 closing their positions.
829% more capital inflows, than outflows
Capital inflows: $1.67B | Capital outflows: $180M
348% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 27
44% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 130
19% more funds holding
Funds holding: 462 → 550 (+88)
18% more funds holding in top 10
Funds holding in top 10: 99 → 117 (+18)
5.49% more ownership
Funds ownership: 57.93% → 63.41% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$378M |
| 2 |
Geometric Wealth Advisors
Washington,
District of Columbia
|
+$95.8M |
| 3 |
SSC
Syverson Strege & Co
West Des Moines,
Iowa
|
+$70.5M |
| 4 |
B
BetterWealth
San Jose,
California
|
+$64.9M |
| 5 |
Apella Capital
West Hartford,
Connecticut
|
+$62.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capstone Financial Advisors
Downers Grove,
Illinois
|
-$13.7M |
| 2 |
Truepoint Inc
Cincinnati,
Ohio
|
-$11.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.79M |
| 4 |
Advisornet Financial
Minnetonka,
Minnesota
|
-$8.79M |
| 5 |
Eaton Vance Management
Boston,
Massachusetts
|
-$8.26M |
DFAC Hedge Fund Activity: Q2 2022 in Review
550 of the 5,962 institutional investors tracked by Wall St. Rank reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) for Q2 2022, worth a combined $8.66B — down 2.2% from $8.86B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new DFAC positions and 27 closed out — a net gain of 94 holders — while 187 added to existing stakes and 130 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $378M. The largest seller was Capstone Financial Advisors, cutting an estimated $13.7M.
- 550 institutional investors held U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) as of Q2 2022, up from 462 in Q1 2022.
- Funds reported $8.66B of U.S. Core Equity 2 Portfolio ETF Class Shares stock for Q2 2022, down 2.2% quarter-over-quarter.
- 121 funds opened new U.S. Core Equity 2 Portfolio ETF Class Shares positions in Q2 2022 and 27 closed out, a net change of +94 holders.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares buyer in Q2 2022 was LPL Financial, an estimated $378M added.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares seller in Q2 2022 was Capstone Financial Advisors, an estimated $13.7M sold.
Based on aggregated 13F filings for Q2 2022.