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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
HWA
351
HMV Wealth Advisors
Louisiana
$5.37M +$23.6K +679 +0.4%
CNC
352
Citizens & Northern Corp
Pennsylvania
$5.34M -$56.9K -1,640 -1%
WCWM
353
Willow Creek Wealth Management
California
$5.33M +$350K +10,076 +7%
SFS
354
Sowell Financial Services
Arkansas
$5.32M +$47.7K +1,374 +0.9%
FI
355
Financial Insights
Washington
$5.3M -$1.31M -37,712 -19%
VWA
356
Valued Wealth Advisors
Utah
$5.3M -$40.5K -1,167 -0.7%
VVP
357
Venture Visionary Partners
Ohio
$5.29M
FC
358
Financial Council
Maryland
$5.23M +$376K +10,825 +7%
FCI
359
Financial Counselors Inc
Kansas
$5.22M -$7.81K -225 -0.1%
AWM
360
Apollon Wealth Management
South Carolina
$5.15M +$36.7K +1,058 +0.7%
AWP
361
Abacus Wealth Partners
California
$5.05M -$137K -3,947 -3%
PWA
362
Physician Wealth Advisors
Utah
$5.01M +$4.44K +128 +0.1%
IWS
363
Integrity Wealth Solutions
Colorado
$4.95M +$58.8K +1,693 +1%
RPCA
364
Running Point Capital Advisors
California
$4.88M -$77.2K -2,225 -1%
AWM
365
Ariadne Wealth Management
California
$4.85M -$305K -8,795 -6%
AWA
366
Acorn Wealth Advisors
Michigan
$4.83M +$199K +5,726 +4%
HCM
367
Hutchinson Capital Management
California
$4.82M +$51.6K +1,486 +1%
FFG
368
First Financial Group
North Carolina
$4.8M +$203K +5,844 +4%
HWMC
369
Heritage Wealth Management (California)
California
$4.8M -$82.9K -2,388 -2%
KOMWMG
370
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.79M -$10.8M -309,893 -68%
AWM
371
Axxcess Wealth Management
California
$4.79M +$5.04M +145,265 New
AWM
372
Aprio Wealth Management
Georgia
$4.71M +$1.57M +45,130 +46%
CC
373
Copperleaf Capital
North Carolina
$4.68M +$50.8K +1,462 +1%
BW
374
Balance Wealth
Ohio
$4.68M +$4.92M +141,872 New
GAM
375
GEM Asset Management
Michigan
$4.68M +$66.3K +1,909 +1%

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.