U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
860 hedge funds and large institutions have $24.5B invested in U.S. Core Equity 2 Portfolio ETF Class Shares in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 362 increasing their positions, 240 reducing their positions, and 23 closing their positions.
553% more capital inflows, than outflows
Capital inflows: $2.53B | Capital outflows: $388M
183% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 23
51% more repeat investments, than reductions
Existing positions increased: 362 | Existing positions reduced: 240
4% more funds holding
Funds holding: 828 → 860 (+32)
2% more funds holding in top 10
Funds holding in top 10: 207 → 212 (+5)
0.17% more ownership
Funds ownership: 78.47% → 78.65% (+0.17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.26B |
| 2 |
Wealthspire Advisors (New York)
New York
|
+$253M |
| 3 |
Wealthstream Advisors
New York
|
+$114M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$104M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$80.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
-$60.5M |
| 2 |
Liberty Wealth Management
Oakland,
California
|
-$25.7M |
| 3 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
-$24.6M |
| 4 |
Diversify Wealth Management
Sandy,
Utah
|
-$20.5M |
| 5 |
Simplicity Wealth
Summit,
New Jersey
|
-$17M |
DFAC Hedge Fund Activity: Q3 2024 in Review
860 of the 6,985 institutional investors tracked by Wall St. Rank reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) for Q3 2024, worth a combined $24.5B — up 9.5% from $22.4B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new DFAC positions and 23 closed out — a net gain of 42 holders — while 362 added to existing stakes and 240 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $1.26B. The largest seller was McGlone Suttner Wealth Management, cutting an estimated $60.5M.
- 860 institutional investors held U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) as of Q3 2024, up from 828 in Q2 2024.
- Funds reported $24.5B of U.S. Core Equity 2 Portfolio ETF Class Shares stock for Q3 2024, up 9.5% quarter-over-quarter.
- 65 funds opened new U.S. Core Equity 2 Portfolio ETF Class Shares positions in Q3 2024 and 23 closed out, a net change of +42 holders.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares buyer in Q3 2024 was Focus Partners Wealth, an estimated $1.26B added.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares seller in Q3 2024 was McGlone Suttner Wealth Management, an estimated $60.5M sold.
Based on aggregated 13F filings for Q3 2024.