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Dimensional US Core Equity 2 ETF

648 hedge funds and large institutions have $15.8B invested in Dimensional US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 290 increasing their positions, 161 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

80% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 161

39% more capital invested

Capital invested by funds: $11.4B → $15.8B (+$4.41B)

6.01% more ownership

Funds ownership: 69.97%75.98% (+6%)

5% more funds holding

Funds holding: 616648 (+32)

3% more funds holding in top 10

Funds holding in top 10: 156161 (+5)

Holders
648
Holders Change
+32
Holders Change %
+5.19%
% of All Funds
10.33%
Holding in Top 10
161
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.21%
% of All Funds
2.57%
New
66
Increased
290
Reduced
161
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$3.19B +$93.4M +3,686,805 +2,619%
FFM
2
Forum Financial Management
Illinois
$868M +$39M +1,540,955 +5%
BSW
3
Buckingham Strategic Wealth
Missouri
$861M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$724M +$159M +6,270,617 +28%
LPL Financial
5
LPL Financial
California
$427M +$20M +788,683 +5%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$390M +$127M +4,995,807 +48%
PL
7
Plancorp LLC
Missouri
$285M -$290K -11,447 -0.1%
SIC
8
SJS Investment Consulting
Ohio
$211M +$4.55M +179,687 +2%
GA
9
Greenspring Advisors
Maryland
$198M +$29.8M +1,177,468 +18%
RWM
10
Rockwood Wealth Management
Pennsylvania
$194M +$22.9M +902,956 +13%
HighTower Advisors
11
HighTower Advisors
Illinois
$191M +$29.4M +1,162,536 +18%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$184M +$26M +1,025,521 +17%
GWA
13
Geometric Wealth Advisors
District of Columbia
$142M +$13.9M +549,663 +11%
MWA
14
Monograph Wealth Advisors
California
$139M +$2M +79,000 +1%
SC
15
Savant Capital
Illinois
$137M +$3.87M +152,848 +3%
CFA
16
Capstone Financial Advisors
Illinois
$134M +$1.93M +76,076 +1%
PO
17
Private Ocean
California
$129M -$7.87M -310,759 -6%
Corient Private Wealth
18
Corient Private Wealth
Florida
$126M +$14.5M +571,984 +13%
HFS
19
Heritage Financial Services
Massachusetts
$126M +$22.4M +885,896 +22%
PFA
20
Pure Financial Advisors
California
$120M +$4.23M +167,018 +4%
MWM
21
Modera Wealth Management
New Jersey
$117M +$590K +23,302 +0.5%
JTWM
22
Jackson Thornton Wealth Management
Alabama
$116M +$829K +32,731 +0.7%
TWP
23
TFO Wealth Partners
Ohio
$116M +$104M +4,111,645 +925%
CPA
24
Cardiff Park Advisors
California
$113M +$1.12M +44,070 +1%
AAM
25
Austin Asset Management
Texas
$109M -$614K -24,241 -0.6%

DFAC Hedge Fund Activity: Q1 2023 in Review

648 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2023, worth a combined $15.8B — up 39% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new DFAC positions and 17 closed out — a net gain of 49 holders — while 290 added to existing stakes and 161 trimmed.

The largest buyer was Summit Wealth Group, adding an estimated $781M. The largest seller was EP Wealth Advisors, cutting an estimated $27.4M.

  • 648 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2023, up from 616 in Q4 2022.
  • Funds reported $15.8B of Dimensional US Core Equity 2 ETF stock for Q1 2023, up 39% quarter-over-quarter.
  • 66 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2023 and 17 closed out, a net change of +49 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $781M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2023.