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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
RLWM
301
RF&L Wealth Management
Massachusetts
$9.43M -$59.5K -1,715 -0.6%
WW
302
Waterfront Wealth
Kansas
$9.3M +$340K +9,785 +4%
Pathstone Holdings
303
Pathstone Holdings
New Jersey
$9.13M -$34.7K -1,001 -0.4%
TIM
304
Tortoise Investment Management
New York
$8.91M +$1.77M +50,943 +23%
RWI
305
Red Wave Investments
Pennsylvania
$8.89M -$129K -3,713 -1%
IAG
306
Investmark Advisory Group
Connecticut
$8.69M -$30.2K -870 -0.3%
FPCP
307
Fort Point Capital Partners
California
$8.69M -$100K -2,883 -1%
AF
308
Apollon Financial
South Carolina
$8.63M +$8.71M +250,772 +2,305%
ACP
309
Aveo Capital Partners
Colorado
$8.48M +$1.86M +53,662 +26%
GAM
310
Gemmer Asset Management
California
$8.37M +$10.1K +292 +0.1%
RRCM
311
Rappaport Reiches Capital Management
Illinois
$8.21M -$37.7K -1,086 -0.4%
WFA
312
Websterrogers Financial Advisors
South Carolina
$8.18M -$884K -25,469 -9%
PAG
313
Poinciana Advisors Group
Florida
$7.99M -$106K -3,055 -1%
RA
314
RFG Advisory
Alabama
$7.75M -$4.2M -120,849 -34%
AWM
315
Arista Wealth Management
Nevada
$7.74M -$37K -1,065 -0.5%
SPI
316
Sutton Place Investors
New York
$7.64M -$42.7K -1,230 -0.5%
AIA
317
AssuredPartners Investment Advisors
Florida
$7.61M +$231K +6,642 +3%
CA
318
Clune & Associates
Illinois
$7.58M -$59.1K -1,703 -0.7%
TC
319
TownSquare Capital
Utah
$7.55M +$1.03M +29,535 +15%
APW
320
Austin Private Wealth
Texas
$7.53M +$3.82M +109,946 +93%
NL
321
NWAM LLC
Washington
$7.52M -$2.13M -61,382 -21%
CW
322
CreativeOne Wealth
Kansas
$7.47M +$1.39M +40,048 +21%
FFP
323
Freedom Financial Partners
Minnesota
$7.44M -$105K -3,019 -1%
SAM
324
Smartleaf Asset Management
Massachusetts
$7.43M +$39.7K +1,143 +0.5%
E
325
EntreWealth
Texas
$7.4M -$910K -26,219 -10%

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.