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Dimensional US Core Equity 2 ETF

616 hedge funds and large institutions have $11.4B invested in Dimensional US Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 243 increasing their positions, 142 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 24

71% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 142

27% more capital invested

Capital invested by funds: $9B → $11.4B (+$2.4B)

24% more funds holding in top 10

Funds holding in top 10: 126156 (+30)

13% more funds holding

Funds holding: 544616 (+72)

2.94% more ownership

Funds ownership: 67.03%69.97% (+2.9%)

Holders
616
Holders Change
+72
Holders Change %
+13.24%
% of All Funds
9.9%
Holding in Top 10
156
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+23.81%
% of All Funds
2.51%
New
110
Increased
243
Reduced
142
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$861M +$26M +1,067,107 +3%
FFM
2
Forum Financial Management
Illinois
$789M +$23.1M +947,671 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$538M +$150M +6,169,030 +39%
LPL Financial
4
LPL Financial
California
$388M +$6.88M +282,668 +2%
PL
5
Plancorp LLC
Missouri
$272M -$6.92M -284,363 -2%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$250M +$119M +4,893,013 +90%
SIC
7
SJS Investment Consulting
Ohio
$197M +$11.5M +471,877 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$186M +$25.2M +1,035,189 +16%
RWM
9
Rockwood Wealth Management
Pennsylvania
$163M +$21.6M +886,584 +15%
GA
10
Greenspring Advisors
Maryland
$160M -$3.75M -153,998 -2%
HighTower Advisors
11
HighTower Advisors
Illinois
$154M -$1.26M -51,736 -0.8%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$150M -$123M -5,058,100 -45%
PO
13
Private Ocean
California
$131M +$14.3M +588,293 +12%
MWA
14
Monograph Wealth Advisors
California
$131M +$20.5M +842,678 +19%
SC
15
Savant Capital
Illinois
$126M +$8.15M +335,165 +7%
CFA
16
Capstone Financial Advisors
Illinois
$126M +$2.19M +90,164 +2%
GWA
17
Geometric Wealth Advisors
District of Columbia
$123M +$5.39M +221,681 +5%
MWM
18
Modera Wealth Management
New Jersey
$111M +$69.2M +2,845,151 +164%
PFA
19
Pure Financial Advisors
California
$110M +$4.63M +190,183 +4%
JTWM
20
Jackson Thornton Wealth Management
Alabama
$110M +$3.76M +154,398 +4%
CPA
21
Cardiff Park Advisors
California
$107M +$8.44M +347,036 +9%
Corient Private Wealth
22
Corient Private Wealth
Florida
$106M +$106M +4,372,186 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$101M +$43.5M +1,787,634 +76%
HFS
24
Heritage Financial Services
Massachusetts
$98.2M +$16.6M +680,595 +20%
AAM
25
Austin Asset Management
Texas
$96.1M

DFAC Hedge Fund Activity: Q4 2022 in Review

616 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q4 2022, worth a combined $11.4B — up 27% from $9B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new DFAC positions and 24 closed out — a net gain of 86 holders — while 243 added to existing stakes and 142 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $150M. The largest seller was CFS Investment Advisory Services, cutting an estimated $237M.

  • 616 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q4 2022, up from 544 in Q3 2022.
  • Funds reported $11.4B of Dimensional US Core Equity 2 ETF stock for Q4 2022, up 27% quarter-over-quarter.
  • 110 funds opened new Dimensional US Core Equity 2 ETF positions in Q4 2022 and 24 closed out, a net change of +86 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $150M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $237M sold.

Based on aggregated 13F filings for Q4 2022.