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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
CA
326
CGN Advisors
Kansas
$7.38M +$378K +10,887 +5%
MFIM
327
Mesirow Financial Investment Management
Illinois
$7.34M +$130K +3,732 +2%
CF
328
Conquis Financial
California
$7.29M -$384K -11,072 -5%
WWM
329
Woodside Wealth Management
Massachusetts
$7.16M +$7.53M +216,896 New
PA
330
PFG Advisors
Arizona
$6.97M +$247K +7,110 +3%
OC
331
Optima Capital
Oregon
$6.89M +$146K +4,204 +2%
MFC
332
Morris Financial Concepts
South Carolina
$6.82M -$67K -1,931 -0.9%
BA
333
Bridgewater Advisors
New York
$6.56M -$130K -3,745 -2%
FIA
334
Foundations Investment Advisors
Arizona
$6.49M +$5.39M +155,341 +375%
PWS
335
Physician Wealth Solutions
Nevada
$6.49M -$603K -17,376 -8%
PWP
336
Parkwoods Wealth Partners
New York
$6.27M +$5.14M +148,009 +353%
KRW
337
Kaufman Rossin Wealth
Florida
$6.18M -$24.7K -712 -0.4%
ACS
338
Archford Capital Strategies
Illinois
$6.11M +$5.62M +161,967 +693%
MF
339
Montis Financial
Massachusetts
$6.09M -$431K -12,423 -6%
BFG
340
Berger Financial Group
Minnesota
$6.09M -$354K -10,198 -5%
IA
341
IFG Advisors
Missouri
$6.05M -$147K -4,240 -2%
NHC
342
Nicholas Hoffman & Company
Georgia
$6.01M +$69 +2 +0%
VWA
343
VSM Wealth Advisory
Maryland
$5.99M +$478K +13,769 +8%
FA
344
Fiducient Advisors
Illinois
$5.64M +$14.6K +422 +0.2%
MEG
345
Millstone Evans Group
Colorado
$5.63M -$144K -4,149 -2%
AAS
346
Avantax Advisory Services
Texas
$5.61M +$194K +5,578 +3%
Wells Fargo
347
Wells Fargo
California
$5.53M -$4.24M -122,220 -42%
CSP
348
Cary Street Partners
Virginia
$5.41M -$1.51M -43,460 -21%
MAM
349
McCarthy Asset Management
California
$5.4M -$108K -3,117 -2%
BWA
350
BlueSky Wealth Advisors
North Carolina
$5.38M

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.