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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
MWML
376
M Wealth Management LLC
California
$4.67M -$251K -7,240 -5%
BF
377
Baring Financial
Washington
$4.64M +$775K +22,321 +19%
W
378
WPWealth
Texas
$4.5M +$8.68K +250 +0.2%
WA
379
Wealth Architects
California
$4.44M +$367K +10,569 +9%
ACA
380
Aptus Capital Advisors
Alabama
$4.43M +$489K +14,080 +12%
PFG
381
Prospect Financial Group
Virginia
$4.43M +$79.1K +2,278 +2%
TCA
382
Transcend Capital Advisors
New Jersey
$4.39M +$4.31M +124,106 +1,365%
MGIA
383
Moneta Group Investment Advisors
Missouri
$4.37M -$214K -6,175 -4%
Citigroup
384
Citigroup
New York
$4.36M +$973K +28,026 +27%
MCM
385
MAI Capital Management
Ohio
$4.32M +$174 +5 +0%
CW
386
Curio Wealth
Maryland
$4.31M -$3.82M -109,967 -100%
SSW
387
Stone Summit Wealth
Florida
$4.27M +$229K +6,605 +5%
SDWIA
388
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.21M +$208K +5,998 +5%
CIA
389
Caerus Investment Advisors
Texas
$4.17M
KF
390
Krilogy Financial
Missouri
$4.1M +$3.96K +114 +0.1%
AFA
391
Alpha Financial Advisors
North Carolina
$4.1M -$13.5K -390 -0.3%
MA
392
Mutual Advisors
Nebraska
$4.08M +$267K +7,689 +6%
DADC
393
D.A. Davidson & Co
Montana
$4.06M -$74.4K -2,143 -2%
Brown Advisory
394
Brown Advisory
Maryland
$3.99M +$1.18M +34,075 +39%
WWM
395
Western Wealth Management
Colorado
$3.96M -$609K -17,540 -13%
VCP
396
Vista Capital Partners
Oregon
$3.93M -$348K -10,039 -8%
PTC
397
Private Trust Company
Ohio
$3.91M -$238K -6,844 -5%
WRPWM
398
Werba Rubin Papier Wealth Management
California
$3.86M +$679K +19,556 +20%
KFGG
399
Keystone Financial Group (Georgia)
Georgia
$3.84M +$524K +15,092 +15%
AWA
400
Arbor Wealth Advisors
Michigan
$3.82M -$51.2K -1,475 -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.