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Dimensional US Core Equity 2 ETF

548 hedge funds and large institutions have $8.66B invested in Dimensional US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 185 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 27

41% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 131

19% more funds holding

Funds holding: 461548 (+87)

18% more funds holding in top 10

Funds holding in top 10: 99117 (+18)

4.92% more ownership

Funds ownership: 58.46%63.38% (+4.9%)

2% less capital invested

Capital invested by funds: $8.86B → $8.66B (-$199M)

Holders
548
Holders Change
+87
Holders Change %
+18.87%
% of All Funds
9.23%
Holding in Top 10
117
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.18%
% of All Funds
1.97%
New
120
Increased
185
Reduced
131
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$797M +$8.14M +321,450 +0.9%
FFM
2
Forum Financial Management
Illinois
$704M +$51.4M +2,031,721 +7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$365M -$8.79M -347,276 -2%
LPL Financial
4
LPL Financial
California
$348M +$378M +14,943,726 New
PL
5
Plancorp LLC
Missouri
$267M -$2.07M -81,699 -0.7%
GA
6
Greenspring Advisors
Maryland
$157M +$222K +8,770 +0.1%
HighTower Advisors
7
HighTower Advisors
Illinois
$154M -$7.96M -314,396 -5%
FPAS
8
Focus Partners Advisor Solutions
Missouri
$153M +$8.44M +333,472 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$139M +$36.4M +1,438,628 +32%
RWM
10
Rockwood Wealth Management
Pennsylvania
$132M +$8.24M +325,307 +6%
SC
11
Savant Capital
Illinois
$116M -$1.84M -72,589 -1%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$110M +$111K +4,399 +0.1%
TWP
13
TFO Wealth Partners
Ohio
$110M -$6.88M -271,805 -5%
PO
14
Private Ocean
California
$110M -$7.33M -289,535 -6%
MWA
15
Monograph Wealth Advisors
California
$102M -$435K -17,183 -0.4%
JTWM
16
Jackson Thornton Wealth Management
Alabama
$100M -$828K -32,705 -0.8%
AAM
17
Austin Asset Management
Texas
$99.7M +$792K +31,269 +0.7%
PFA
18
Pure Financial Advisors
California
$97.7M -$458K -18,093 -0.4%
CFA
19
Capstone Financial Advisors
Illinois
$97.5M -$13.7M -541,656 -11%
CPA
20
Cardiff Park Advisors
California
$95.9M +$2.25M +89,048 +2%
GWA
21
Geometric Wealth Advisors
District of Columbia
$88.2M +$95.8M +3,783,638 New
EAM
22
Evanson Asset Management
California
$86.6M +$3.01M +118,856 +3%
MWP
23
Meridian Wealth Partners
Pennsylvania
$77.5M -$389K -15,355 -0.5%
TFP
24
Triune Financial Partners
Kansas
$74.6M +$1.59M +62,682 +2%
HIGP
25
Hill Investment Group Partners
Missouri
$73.1M +$13.4M +531,123 +20%

DFAC Hedge Fund Activity: Q2 2022 in Review

548 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2022, worth a combined $8.66B — down 2.2% from $8.86B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new DFAC positions and 27 closed out — a net gain of 93 holders — while 185 added to existing stakes and 131 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $378M. The largest seller was CFS Investment Advisory Services, cutting an estimated $69.5M.

  • 548 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2022, up from 461 in Q1 2022.
  • Funds reported $8.66B of Dimensional US Core Equity 2 ETF stock for Q2 2022, down 2.2% quarter-over-quarter.
  • 120 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2022 and 27 closed out, a net change of +93 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2022 was LPL Financial, an estimated $378M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $69.5M sold.

Based on aggregated 13F filings for Q2 2022.