We are live on ! Find out more
DFAC icon

Dimensional US Core Equity 2 ETF

997 hedge funds and large institutions have $25.8B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 408 increasing their positions, 319 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,585% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $20K

44% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 43

28% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 319

0% less funds holding

Funds holding: 998997 (-1)

0.73% less ownership

Funds ownership: 82.6%81.87% (-0.73%)

4% less capital invested

Capital invested by funds: $26.7B → $25.8B (-$959M)

1% less funds holding in top 10

Funds holding in top 10: 264261 (-3)

Holders
997
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
13.37%
Holding in Top 10
261
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.14%
% of All Funds
3.5%
New
62
Increased
408
Reduced
319
Closed
43
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Advisornet Financial
Minnesota
$20.5M +$6.8M +195,805 +46%
FA
227
Financial Alternatives
California
$20.3M -$834K -24,027 -4%
LFA
228
LifeGuide Financial Advisors
Pennsylvania
$20.1M +$2.23M +64,309 +12%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$19.9M +$726K +20,920 +4%
FFG
230
Fiduciary Financial Group
California
$19.4M +$1.21M +34,895 +6%
LFGO
231
Legacy Financial Group (Oklahoma)
Oklahoma
$19.1M -$310K -8,928 -2%
HKIMG
232
Hutchens & Kramer Investment Management Group
Indiana
$18.9M -$203K -5,861 -1%
APP
233
Avantax Planning Partners
Iowa
$18.8M -$101K -2,921 -0.5%
SIS
234
Strategic Investment Solutions
Illinois
$18.8M +$4.63M +133,268 +31%
IAG
235
Investment Advisory Group
Massachusetts
$18.7M +$245K +7,072 +1%
PCIA
236
Prime Capital Investment Advisors
Kansas
$18.6M +$5.45M +157,061 +39%
EWA
237
EverSource Wealth Advisors
Alabama
$18.6M +$2.2M +63,453 +13%
SW
238
Simplicity Wealth
New Jersey
$18.2M +$18.5M +534,247 +3,279%
JWM
239
JDH Wealth Management
California
$17.7M -$347K -9,999 -2%
CIAS
240
CFS Investment Advisory Services
New Jersey
$17.7M -$597K -17,191 -3%
MFG
241
Merit Financial Group
Georgia
$17.6M +$2.55M +73,580 +16%
MWM
242
Mission Wealth Management
California
$17.4M +$1.72M +49,634 +10%
PFG
243
Pinnacle Financial Group
Illinois
$17M -$119K -3,421 -0.7%
RCAG
244
Rehmann Capital Advisory Group
Michigan
$16.9M +$246K +7,092 +1%
SRCM
245
Signature Resources Capital Management
California
$16.8M +$714K +20,557 +4%
KAM
246
Kraft Asset Management
Tennessee
$16.7M -$3.95M -113,698 -18%
SWG
247
Summit Wealth Group
Vermont
$16.7M -$1.79M -51,702 -9%
RS
248
Retirement Solution
Washington
$16.6M +$2.57M +74,137 +17%
SFA
249
Sequoia Financial Advisors
Ohio
$16.5M +$1.02M +29,451 +6%
AQR Capital Management
250
AQR Capital Management
Connecticut
$16.3M +$8.55M +246,337 +100%

DFAC Hedge Fund Activity: Q1 2025 in Review

997 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2025, worth a combined $25.8B — down 3.6% from $26.7B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DFAC positions and 43 closed out — a net gain of 19 holders — while 408 added to existing stakes and 319 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $253M. The largest seller was Envestnet Asset Management, cutting an estimated $176M.

  • 997 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2025, down from 998 in Q4 2024.
  • Funds reported $25.8B of Dimensional US Core Equity 2 ETF stock for Q1 2025, down 3.6% quarter-over-quarter.
  • 62 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2025 and 43 closed out, a net change of +19 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2025 was Mercer Global Advisors, an estimated $253M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $176M sold.

Based on aggregated 13F filings for Q1 2025.