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Dimensional US Core Equity 2 ETF

826 hedge funds and large institutions have $22.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 338 increasing their positions, 244 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 30

39% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 244

3% more funds holding

Funds holding: 800826 (+26)

5% more capital invested

Capital invested by funds: $21.4B → $22.4B (+$984M)

1% more funds holding in top 10

Funds holding in top 10: 204206 (+2)

0.19% more ownership

Funds ownership: 78.2%78.39% (+0.19%)

Holders
826
Holders Change
+26
Holders Change %
+3.25%
% of All Funds
11.93%
Holding in Top 10
206
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.98%
% of All Funds
2.98%
New
64
Increased
338
Reduced
244
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.72B +$50.4M +1,598,446 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.48B +$82.4M +2,612,418 +6%
FFM
3
Forum Financial Management
Illinois
$1.2B -$66.8M -2,116,796 -5%
BSW
4
Buckingham Strategic Wealth
Missouri
$1.2B -$14.2M -451,319 -1%
LPL Financial
5
LPL Financial
California
$569M +$7.55M +239,260 +1%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$425M +$17M +538,590 +4%
PL
7
Plancorp LLC
Missouri
$347M -$7.06M -223,835 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$319M -$22.3M -706,793 -7%
SC
9
Savant Capital
Illinois
$315M +$139M +4,416,364 +83%
RWM
10
Rockwood Wealth Management
Pennsylvania
$296M +$7.85M +248,822 +3%
SIC
11
SJS Investment Consulting
Ohio
$292M +$787K +24,958 +0.3%
AC
12
Apella Capital
Connecticut
$274M +$41.2M +1,307,261 +18%
PO
13
Private Ocean
California
$243M +$17.5M +554,356 +8%
GA
14
Greenspring Advisors
Maryland
$238M +$5.42M +171,881 +2%
GWA
15
Geometric Wealth Advisors
District of Columbia
$231M +$14.2M +449,183 +7%
MWA
16
Monograph Wealth Advisors
California
$209M +$3.12M +99,017 +2%
HighTower Advisors
17
HighTower Advisors
Illinois
$207M -$2.36M -74,954 -1%
HFS
18
Heritage Financial Services
Massachusetts
$198M +$6.49M +205,801 +3%
Corient Private Wealth
19
Corient Private Wealth
Florida
$175M +$1.65M +52,251 +1%
MWM
20
Modera Wealth Management
New Jersey
$169M -$2.04M -64,680 -1%
CFA
21
Capstone Financial Advisors
Illinois
$168M -$2.95M -93,655 -2%
HIGP
22
Hill Investment Group Partners
Missouri
$167M +$2.35M +74,590 +2%
PFA
23
Pure Financial Advisors
California
$155M -$3.94M -124,894 -3%
JTWM
24
Jackson Thornton Wealth Management
Alabama
$152M +$7.9M +250,379 +6%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$150M +$3.88M +122,941 +3%

DFAC Hedge Fund Activity: Q2 2024 in Review

826 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2024, worth a combined $22.4B — up 4.6% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAC positions and 30 closed out — a net gain of 34 holders — while 338 added to existing stakes and 244 trimmed.

The largest buyer was Savant Capital, adding an estimated $139M. The largest seller was Forum Financial Management, cutting an estimated $66.8M.

  • 826 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2024, up from 800 in Q1 2024.
  • Funds reported $22.4B of Dimensional US Core Equity 2 ETF stock for Q2 2024, up 4.6% quarter-over-quarter.
  • 64 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2024 and 30 closed out, a net change of +34 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2024 was Savant Capital, an estimated $139M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2024 was Forum Financial Management, an estimated $66.8M sold.

Based on aggregated 13F filings for Q2 2024.