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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
WMS
251
Wealth Management Strategies
Pennsylvania
$16.2M +$1.15M +33,266 +7%
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$16.1M +$2.02M +58,125 +13%
RWM
253
Riverchase Wealth Management
Texas
$15.7M -$9.19M -264,778 -36%
CAM
254
Cresset Asset Management
Illinois
$15.6M +$618K +17,793 +4%
BI
255
Binnacle Investments
Iowa
$15.3M +$16.1M +463,001 New
Morgan Stanley
256
Morgan Stanley
New York
$15.3M +$652K +18,776 +4%
TI
257
tru Independence
Oregon
$14.9M +$4.71M +135,794 +43%
CFO
258
CVA Family Office
Colorado
$14.9M -$12.3K -354 -0.1%
PWM
259
Parkworth Wealth Management
California
$14.8M -$109K -3,128 -0.7%
Stifel Financial
260
Stifel Financial
Missouri
$14.7M +$527K +15,168 +4%
HWM
261
Hemington Wealth Management
Virginia
$14.6M -$463K -13,340 -3%
DWM
262
Diversify Wealth Management
Utah
$14.6M -$2.83M -81,381 -15%
FWP
263
Firethorn Wealth Partners
Georgia
$14.4M -$258K -7,422 -2%
SC
264
Scratch Capital
Idaho
$14.3M +$3.11M +89,726 +26%
SC
265
Schubert & Co
Texas
$13.9M +$492K +14,176 +3%
CWMA
266
Capstone Wealth Management (Alabama)
Alabama
$13.8M -$245K -7,062 -2%
FFA
267
Farther Finance Advisors
California
$13.2M +$3.15M +90,841 +29%
VWA
268
Visionary Wealth Advisors
Illinois
$13.1M +$802K +23,093 +6%
XPN
269
XY Planning Network
Montana
$13M +$4.35M +125,225 +47%
CCA
270
Cravens & Co Advisors
Tennessee
$12.9M +$587K +16,920 +5%
DWA
271
Delap Wealth Advisory
Oregon
$12.8M +$197K +5,685 +1%
FWMP
272
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$12.8M -$1.71M -49,136 -11%
RFC
273
Regions Financial Corp
Alabama
$12.4M -$22.5K -647 -0.2%
IAN
274
Integrated Advisors Network
Texas
$12.2M -$757K -21,794 -6%
TIAM2
275
Tru Independence Asset Management 2
Oregon
$12.2M +$1.09M +31,305 +9%

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.