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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
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$12.1M +$302K +8,686 +2%
FOA
277
Five Oceans Advisors
California
$12M +$836K +24,081 +7%
FOR
278
Family Office Research
Maryland
$11.9M +$412K +11,861 +3%
HWM
279
Hassell Wealth Management
Louisiana
$11.7M -$2.95M -84,871 -19%
AAP
280
Arax Advisory Partners
Colorado
$11.6M +$8.92M +256,812 +268%
KMWM
281
Keudell/Morrison Wealth Management
Oregon
$11.5M -$2.18M -62,682 -15%
CGPCS
282
Capital Group Private Client Services
California
$11.3M +$144K +4,141 +1%
KAM
283
Knightsbridge Asset Management
California
$11.2M -$35 -1 -0%
SOAG
284
Silver Oak Advisory Group
Oregon
$11.1M -$43.8K -1,262 -0.4%
CTWM
285
Cherry Tree Wealth Management
Minnesota
$11M +$55K +1,584 +0.5%
WAG
286
Winthrop Advisory Group
Massachusetts
$10.9M -$262K -7,542 -2%
GWWM
287
Great Waters Wealth Management
Minnesota
$10.9M -$577K -16,609 -5%
AW
288
Avion Wealth
Texas
$10.7M
MWM
289
Melfa Wealth Management
Massachusetts
$10.7M +$178K +5,120 +2%
OA
290
Oceanside Advisors
South Carolina
$10.6M +$297K +8,543 +3%
MAM
291
McLean Asset Management
Virginia
$10.5M +$2.77M +79,885 +29%
VPWA
292
Vestia Personal Wealth Advisors
Indiana
$10.4M +$1.27M +36,694 +13%
SWP
293
Stratos Wealth Partners
Ohio
$10.4M +$49.4K +1,422 +0.5%
AL
294
Aspiriant LLC
California
$10.4M +$1.11M +32,074 +11%
SAG
295
SageView Advisory Group
California
$10M -$222K -6,404 -2%
CWM
296
Cedar Wealth Management
California
$9.97M
TWCA
297
Two West Capital Advisors
Kansas
$9.96M +$844K +24,302 +8%
GLR
298
Great Lakes Retirement
Ohio
$9.9M +$238K +6,863 +2%
FFWA
299
Forthright Family Wealth Advisory
Texas
$9.71M +$215K +6,207 +2%
Fidelity Investments
300
Fidelity Investments
Massachusetts
$9.43M +$1.65M +47,435 +20%

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.