U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
828 hedge funds and large institutions have $22.4B invested in U.S. Core Equity 2 Portfolio ETF Class Shares in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 340 increasing their positions, 244 reducing their positions, and 31 closing their positions.
252% more capital inflows, than outflows
Capital inflows: $1.28B | Capital outflows: $362M
106% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 31
39% more repeat investments, than reductions
Existing positions increased: 340 | Existing positions reduced: 244
3% more funds holding
Funds holding: 803 → 828 (+25)
1% more funds holding in top 10
Funds holding in top 10: 205 → 207 (+2)
0.19% more ownership
Funds ownership: 78.28% → 78.47% (+0.19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Savant Capital
Rockford,
Illinois
|
+$139M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$82.4M |
| 3 |
ATI
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
+$61.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$50.4M |
| 5 |
Apella Capital
West Hartford,
Connecticut
|
+$41.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Forum Financial Management
Lombard,
Illinois
|
-$66.8M |
| 2 |
Lincoln National Corp
Radnor,
Pennsylvania
|
-$49.9M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$22.3M |
| 4 |
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$14.2M |
| 5 |
Grand Wealth Management
Grand Rapids,
Michigan
|
-$12.2M |
DFAC Hedge Fund Activity: Q2 2024 in Review
828 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares (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 31 closed out — a net gain of 33 holders — while 340 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.
- 828 institutional investors held U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) as of Q2 2024, up from 803 in Q1 2024.
- Funds reported $22.4B of U.S. Core Equity 2 Portfolio ETF Class Shares stock for Q2 2024, up 4.6% quarter-over-quarter.
- 64 funds opened new U.S. Core Equity 2 Portfolio ETF Class Shares positions in Q2 2024 and 31 closed out, a net change of +33 holders.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares buyer in Q2 2024 was Savant Capital, an estimated $139M added.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares seller in Q2 2024 was Forum Financial Management, an estimated $66.8M sold.
Based on aggregated 13F filings for Q2 2024.