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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
LWM
401
Lakeridge Wealth Management
Ohio
$3.81M +$176K +5,066 +5%
EMC
402
Everest Management Corp
California
$3.76M
MWM
403
Meridian Wealth Management
Kentucky
$3.66M -$75.7K -2,181 -2%
Kovitz Investment Group Partners
404
Kovitz Investment Group Partners
Illinois
$3.66M +$2.5M +72,123 +185%
QCM
405
Quantinno Capital Management
New York
$3.65M +$452K +13,029 +13%
CC
406
Callan Capital
California
$3.63M -$266K -7,663 -7%
CCA
407
Clarity Capital Advisors
Florida
$3.58M +$1.12M +32,235 +42%
TWM
408
TCFG Wealth Management
California
$3.57M -$98K -2,822 -3%
BI
409
Beckerman Institutional
New Jersey
$3.56M -$5.17K -149 -0.1%
PWMG
410
Pioneer Wealth Management Group
Texas
$3.53M +$3.71M +107,006 New
NAS
411
Nicolet Advisory Services
Wisconsin
$3.53M -$98.4K -2,836 -2%
IFA
412
Index Fund Advisors
California
$3.41M -$253K -7,276 -7%
SWA
413
Stratos Wealth Advisors
Ohio
$3.35M
CG
414
Caprock Group
Idaho
$3.29M -$20.4K -588 -0.6%
AWMM
415
Aegis Wealth Management (Maryland)
Maryland
$3.29M +$404K +11,644 +13%
TFA
416
Tranquilli Financial Advisor
New Jersey
$3.28M +$148K +4,261 +4%
Vanguard Group
417
Vanguard Group
Pennsylvania
$3.28M -$95.1K -2,739 -3%
RPGK
418
Retirement Planning Group (Kansas)
Kansas
$3.27M -$50.9K -1,466 -1%
ACM
419
Advisors Capital Management
New Jersey
$3.27M +$111K +3,202 +3%
TCWM
420
Total Clarity Wealth Management
Illinois
$3.26M
MSWM
421
Mowery & Schoenfeld Wealth Management
Illinois
$3.25M +$5.49K +158 +0.2%
UWM
422
USAdvisors Wealth Management
Minnesota
$3.22M -$3.26M -93,961 -49%
CMBA
423
C.M. Bidwell & Associates
Hawaii
$3.19M -$71.2K -2,052 -2%
NA
424
Note Advisors
New York
$3.12M +$73.1K +2,105 +2%
PP
425
Prosperity Planning
Missouri
$3.08M +$55K +1,584 +2%

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.