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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
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$150M -$9.38M -270,334 -6%
Bank of America
27
Bank of America
North Carolina
$149M -$4.58M -131,811 -3%
AF
28
Allworth Financial
California
$146M +$12.5M +361,110 +9%
PFA
29
Pure Financial Advisors
California
$143M -$6.1M -175,665 -4%
CPA
30
Cardiff Park Advisors
California
$140M +$3.26M +93,894 +2%
Cerity Partners
31
Cerity Partners
New York
$139M +$1.65M +47,606 +1%
VAS
32
Vestmark Advisory Solutions
Massachusetts
$139M +$19.9M +572,831 +16%
TWP
33
TFO Wealth Partners
Ohio
$134M -$1.7M -48,838 -1%
PCA
34
Prosperity Capital Advisors
Ohio
$133M +$2.54M +73,064 +2%
AAM
35
Austin Asset Management
Texas
$132M -$3.87M -111,376 -3%
Osaic Holdings
36
Osaic Holdings
Arizona
$131M +$45.6M +1,314,435 +49%
ADL
37
Asset Dedication LLC
California
$131M -$2.27M -65,490 -2%
NA
38
NewEdge Advisors
Louisiana
$128M -$18M -519,633 -12%
EAM
39
Evanson Asset Management
California
$128M -$5.38M -155,058 -4%
SP
40
Symmetry Partners
Connecticut
$121M +$7.77M +223,764 +7%
TFP
41
Triune Financial Partners
Kansas
$120M -$2.15M -61,833 -2%
OIA
42
OneDigital Investment Advisors
Kansas
$119M +$12.1M +348,113 +11%
MSWM
43
McGlone Suttner Wealth Management
Wisconsin
$118M +$969K +27,900 +0.8%
Mariner
44
Mariner
Kansas
$117M +$8.62M +248,189 +8%
OFA
45
Onyx Financial Advisors
Idaho
$117M +$5.59M +161,134 +5%
SSC
46
Syverson Strege & Co
Iowa
$115M +$1.49M +42,925 +1%
UWM
47
United Wealth Management
Virginia
$113M +$10.2M +294,232 +9%
Raymond James Financial
48
Raymond James Financial
Florida
$110M -$7.18M -206,948 -6%
CCA
49
Catalyst Capital Advisors
New York
$110M +$6.34M +182,548 +6%
MRC
50
Millburn Ridgefield Corp
New York
$110M +$6.34M +182,548 +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.