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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
TIAA Trust, National Association
451
TIAA Trust, National Association
North Carolina
$2.53M -$124K -3,581 -4%
MGW
452
MB Generational Wealth
Washington
$2.53M +$390K +11,226 +17%
KA
453
Kure Advisory
Minnesota
$2.5M +$2.63M +75,858 New
2L
454
25 LLC
Missouri
$2.49M -$444K -12,801 -15%
AM
455
Atwater Malick
Pennsylvania
$2.49M -$122K -3,514 -4%
CSB
456
City State Bank
Iowa
$2.46M +$844K +24,303 +48%
MA
457
McGrath & Associates
North Carolina
$2.41M +$843K +24,293 +50%
WWA
458
WCG Wealth Advisors
Nevada
$2.4M -$18.3K -528 -0.7%
BAAM
459
Baker Avenue Asset Management
California
$2.4M
LCM
460
Liberty Capital Management
Michigan
$2.39M
MWM
461
Marietta Wealth Management
Georgia
$2.38M
OSAM
462
O'Shaughnessy Asset Management
Connecticut
$2.38M +$403K +11,615 +19%
AWM
463
AE Wealth Management
Kansas
$2.38M -$149K -4,292 -6%
W
464
WealthCollab
Washington
$2.37M -$103K -2,964 -4%
HWM
465
HFG Wealth Management
Texas
$2.37M -$97.1K -2,796 -4%
SIC
466
Samalin Investment Counsel
New York
$2.36M -$1.6M -46,033 -39%
YWS
467
Yarger Wealth Strategies
Ohio
$2.35M +$6.08K +175 +0.2%
EWA
468
Exencial Wealth Advisors
Oklahoma
$2.31M +$581K +16,731 +31%
4WM
469
49 Wealth Management
Texas
$2.28M +$2.4M +69,044 New
SAI
470
Savvy Advisors Inc
New York
$2.26M +$253K +7,288 +12%
VFIC
471
Valley Forge Investment Consultants
Pennsylvania
$2.26M
SF
472
Strategent Financial
Virginia
$2.24M +$54.5K +1,570 +2%
GOCP
473
Great Oak Capital Partners
Massachusetts
$2.2M
AFA
474
American Financial Advisors
Georgia
$2.18M
Northern Trust
475
Northern Trust
Illinois
$2.18M +$127K +3,656 +6%

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.