U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
1,000 hedge funds and large institutions have $26.8B invested in U.S. Core Equity 2 Portfolio ETF Class Shares in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 337 increasing their positions, 286 reducing their positions, and 18 closing their positions.
867% more first-time investments, than exits
New positions opened: 174 | Existing positions closed: 18
410% more capital inflows, than outflows
Capital inflows: $2.7B | Capital outflows: $528M
25% more funds holding in top 10
Funds holding in top 10: 212 → 265 (+53)
18% more repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 286
16% more funds holding
Funds holding: 860 → 1,000 (+140)
4.04% more ownership
Funds ownership: 78.65% → 82.69% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$137M |
| 2 |
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$105M |
| 3 |
GeoWealth Management
Chicago,
Illinois
|
+$103M |
| 4 |
Apella Capital
West Hartford,
Connecticut
|
+$63M |
| 5 |
Stratos Investment Management
Beachwood,
Ohio
|
+$59.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$127M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$58.6M |
| 3 |
Sowell Financial Services
North Little Rock,
Arkansas
|
-$34.7M |
| 4 |
Savant Capital
Rockford,
Illinois
|
-$29.3M |
| 5 |
Helen Stephens Group
Fort Worth,
Texas
|
-$26.3M |
DFAC Hedge Fund Activity: Q4 2024 in Review
1,000 of the 7,615 institutional investors tracked by Wall St. Rank reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) for Q4 2024, worth a combined $26.8B — up 9.1% from $24.5B a quarter earlier.
Buyers outnumbered sellers: 174 funds opened new DFAC positions and 18 closed out — a net gain of 156 holders — while 337 added to existing stakes and 286 trimmed.
The largest buyer was Essential Planning, adding an estimated $137M. The largest seller was Mercer Global Advisors, cutting an estimated $127M.
- 1,000 institutional investors held U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) as of Q4 2024, up from 860 in Q3 2024.
- Funds reported $26.8B of U.S. Core Equity 2 Portfolio ETF Class Shares stock for Q4 2024, up 9.1% quarter-over-quarter.
- 174 funds opened new U.S. Core Equity 2 Portfolio ETF Class Shares positions in Q4 2024 and 18 closed out, a net change of +156 holders.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares buyer in Q4 2024 was Essential Planning, an estimated $137M added.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares seller in Q4 2024 was Mercer Global Advisors, an estimated $127M sold.
Based on aggregated 13F filings for Q4 2024.