U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
803 hedge funds and large institutions have $21.4B invested in U.S. Core Equity 2 Portfolio ETF Class Shares in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 352 increasing their positions, 208 reducing their positions, and 22 closing their positions.
223% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 22
212% more capital inflows, than outflows
Capital inflows: $1.3B | Capital outflows: $416M
69% more repeat investments, than reductions
Existing positions increased: 352 | Existing positions reduced: 208
5% more funds holding
Funds holding: 768 → 803 (+35)
1% more funds holding in top 10
Funds holding in top 10: 202 → 205 (+3)
0.4% less ownership
Funds ownership: 78.68% → 78.28% (-0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$188M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$127M |
| 3 |
GeoWealth Management
Chicago,
Illinois
|
+$86.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$68.8M |
| 5 |
Stratos Investment Management
Beachwood,
Ohio
|
+$44.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M Holdings Securities
Portland,
Oregon
|
-$67.9M |
| 2 |
Prosperity Capital Advisors
Westlake,
Ohio
|
-$47.1M |
| 3 |
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
-$33.6M |
| 4 |
Forum Financial Management
Lombard,
Illinois
|
-$27.8M |
| 5 |
Savant Capital
Rockford,
Illinois
|
-$17.6M |
DFAC Hedge Fund Activity: Q1 2024 in Review
803 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) for Q1 2024, worth a combined $21.4B — up 13% from $19B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new DFAC positions and 22 closed out — a net gain of 49 holders — while 352 added to existing stakes and 208 trimmed.
The largest buyer was Focus Partners Advisor Solutions, adding an estimated $188M. The largest seller was M Holdings Securities, cutting an estimated $67.9M.
- 803 institutional investors held U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) as of Q1 2024, up from 768 in Q4 2023.
- Funds reported $21.4B of U.S. Core Equity 2 Portfolio ETF Class Shares stock for Q1 2024, up 13% quarter-over-quarter.
- 71 funds opened new U.S. Core Equity 2 Portfolio ETF Class Shares positions in Q1 2024 and 22 closed out, a net change of +49 holders.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares buyer in Q1 2024 was Focus Partners Advisor Solutions, an estimated $188M added.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares seller in Q1 2024 was M Holdings Securities, an estimated $67.9M sold.
Based on aggregated 13F filings for Q1 2024.