Dimensional US Core Equity 2 ETF
DFAC
668 hedge funds and large institutions have $15.2B invested in Dimensional US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 310 increasing their positions, 165 reducing their positions, and 18 closing their positions.
150% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 18
88% more repeat investments, than reductions
Existing positions increased: 310 | Existing positions reduced: 165
3% more funds holding
Funds holding: 648 → 668 (+20)
4% less capital invested
Capital invested by funds: $15.8B → $15.2B (-$575M)
1% less funds holding in top 10
Funds holding in top 10: 161 → 159 (-2)
2.27% less ownership
Funds ownership: 75.98% → 73.71% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$345M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$342M |
| 3 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$131M |
| 4 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$45.9M |
| 5 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
+$41.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
-$775M |
| 2 |
GA
Greenspring Advisors
Towson,
Maryland
|
-$24.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.9M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$16M |
| 5 |
Jane Street
New York
|
-$9.59M |
DFAC Hedge Fund Activity: Q2 2023 in Review
668 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2023, worth a combined $15.2B — down 3.6% from $15.8B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new DFAC positions and 18 closed out — a net gain of 27 holders — while 310 added to existing stakes and 165 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $345M. The largest seller was Summit Wealth Group, cutting an estimated $775M.
- 668 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2023, up from 648 in Q1 2023.
- Funds reported $15.2B of Dimensional US Core Equity 2 ETF stock for Q2 2023, down 3.6% quarter-over-quarter.
- 45 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2023 and 18 closed out, a net change of +27 holders.
- The largest Dimensional US Core Equity 2 ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $345M added.
- The largest Dimensional US Core Equity 2 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $775M sold.
Based on aggregated 13F filings for Q2 2023.