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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
Jones Financial Companies
476
Jones Financial Companies
Missouri
$2.17M +$1.36M +39,295 +146%
SWM
477
Seaside Wealth Management
California
$2.17M -$23.7K -683 -1%
RMDI
478
R.M. Davis Inc
Maine
$2.16M -$1.14M -32,960 -33%
IA
479
IFP Advisors
Florida
$2.16M +$84.1K +2,422 +4%
M&T Bank
480
M&T Bank
New York
$2.15M
SFM
481
Signet Financial Management
New Jersey
$2.13M -$265K -7,639 -11%
SMA
482
Sage Mountain Advisors
Georgia
$2.13M
RCM
483
RB Capital Management
Nevada
$2.12M +$110K +3,156 +5%
KCM
484
KM Capital Management
Texas
$2.1M -$101K -2,908 -4%
PIA
485
Pollock Investment Advisors
Michigan
$2.08M +$635K +18,303 +41%
FYW
486
Future You Wealth
New York
$2.07M
KFP
487
Keener Financial Planning
Texas
$2.06M
FWP
488
Family Wealth Partners
North Carolina
$2.04M +$48K +1,382 +2%
AIM
489
Archer Investment Management
Texas
$2.02M +$994K +28,630 +88%
ACP
490
Aviance Capital Partners
Florida
$2.02M -$42.1K -1,212 -2%
CWG
491
Cornerstone Wealth Group
North Carolina
$2.01M
AWS
492
Atria Wealth Solutions
New York
$1.99M -$1.3M -37,580 -38%
MW
493
Marcum Wealth
Ohio
$1.98M +$3.54K +102 +0.2%
GFWA
494
Grey Fox Wealth Advisors
Delaware
$1.97M +$5.1K +147 +0.2%
PP
495
PDS Planning
Ohio
$1.89M
AWA
496
Aquire Wealth Advisors
Utah
$1.89M
Lido Advisors
497
Lido Advisors
California
$1.88M +$174 +5 +0%
FIM
498
Freedom Investment Management
Connecticut
$1.87M -$1.84K -53 -0.1%
PFBT
499
Parkside Financial Bank & Trust
Missouri
$1.85M +$126K +3,640 +7%
CCA
500
Cadent Capital Advisors
Oklahoma
$1.8M +$2.29K +66 +0.1%

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.