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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
AFA
426
Allium Financial Advisors
Oregon
$3.04M +$3.2M +92,057 New
FCH
427
Freestone Capital Holdings
Washington
$3.03M
WP
428
Wealthspan Partners
Iowa
$2.97M -$4.06K -117 -0.1%
CWM
429
Congress Wealth Management
Massachusetts
$2.96M +$3.11M +89,706 New
LFAS
430
Level Four Advisory Services
Texas
$2.95M -$154K -4,423 -5%
EP
431
Essential Planning
New Hampshire
$2.91M -$134M -3,852,398 -98%
BFA
432
Buttonwood Financial Advisors
Maryland
$2.91M -$238K -6,850 -7%
LWM
433
LJI Wealth Management
Indiana
$2.89M -$58.1K -1,673 -2%
WFA
434
WestHill Financial Advisors
California
$2.86M -$9.72K -280 -0.3%
OFO
435
OneAscent Family Office
Alabama
$2.86M +$3M +86,479 New
OCM
436
Orion Capital Management
California
$2.8M +$399K +11,502 +16%
PA
437
Parkside Advisors
California
$2.79M
AIS
438
Accredited Investor Services
Minnesota
$2.79M -$69.4K -1,999 -2%
MSFS
439
Main Street Financial Solutions
Pennsylvania
$2.75M +$588K +16,937 +25%
NA
440
Nautilus Advisors
California
$2.75M +$10.7K +308 +0.4%
HTWM
441
Hartmann Taylor Wealth Management
Texas
$2.74M +$2.89M +83,196 New
FAIM
442
Financial Advocates Investment Management
Washington
$2.72M -$625 -18 -0%
CWP
443
Concord Wealth Partners
Virginia
$2.72M -$99.7K -2,871 -3%
CL
444
Choreo LLC
Illinois
$2.7M -$18.2K -524 -0.6%
1WM
445
1900 Wealth Management
Texas
$2.68M -$299K -8,601 -10%
TNA
446
True North Advisors
Texas
$2.64M +$2.77M +79,903 New
SPIA
447
Steward Partners Investment Advisory
New York
$2.63M -$39.6K -1,140 -1%
SA
448
Seneschal Advisors
Washington
$2.61M +$89.5K +2,577 +3%
IFS
449
Intelligent Financial Strategies
Minnesota
$2.55M +$312 +9 +0%
PCA
450
Pallas Capital Advisors
Massachusetts
$2.54M

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.