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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
VCM
501
Virtue Capital Management
Tennessee
$1.79M +$1.88M +54,108 New
QCIG
502
Quad-Cities Investment Group
Iowa
$1.76M +$27.1K +780 +1%
CFG
503
Citizens Financial Group
Rhode Island
$1.75M +$1.84M +52,974 New
LFG
504
Larson Financial Group
Missouri
$1.74M +$3.02K +87 +0.2%
SB
505
Strategic Blueprint
Georgia
$1.72M +$194K +5,579 +12%
LWM
506
Level Wealth Management
North Carolina
$1.72M +$104 +3 +0%
OW
507
Olistico Wealth
Oklahoma
$1.71M -$38.2K -1,100 -2%
CWMK
508
Caliber Wealth Management (Kansas)
Kansas
$1.71M +$1.8M +51,956 New
AO
509
Advisor OS
Illinois
$1.7M +$2.46K +71 +0.1%
MA
510
MJP Associates
Connecticut
$1.7M +$2.46K +71 +0.1%
CCWM
511
Cassaday & Co Wealth Management
Virginia
$1.68M +$7.5K +216 +0.4%
PFS
512
Prospera Financial Services
Texas
$1.65M +$150K +4,330 +9%
BHWM
513
Beaird Harris Wealth Management
Texas
$1.64M -$86.8K -2,500 -5%
KPWS
514
Kestra Private Wealth Services
Texas
$1.63M -$50K -1,439 -3%
TWP
515
Triad Wealth Partners
Kansas
$1.63M +$1.29M +37,114 +306%
WPC
516
Wedmont Private Capital
Pennsylvania
$1.62M
HIP
517
HUB Investment Partners
Texas
$1.61M +$555 +16 +0%
IIA
518
Integrity Investment Advisors
Colorado
$1.59M +$1.68M +48,300 New
Fifth Third Bancorp
519
Fifth Third Bancorp
Ohio
$1.59M -$15.7K -451 -0.9%
PGFC
520
Peapack-Gladstone Financial Corp
New Jersey
$1.57M -$141K -4,060 -8%
SFC
521
Strategic Financial Concepts
Texas
$1.56M
US Bancorp
522
US Bancorp
Minnesota
$1.55M -$28.6K -823 -2%
Thrivent Financial for Lutherans
523
Thrivent Financial for Lutherans
Minnesota
$1.52M -$3.04M -87,506 -67%
BP
524
Ballentine Partners
Massachusetts
$1.52M
AWP
525
Axis Wealth Partners
Rhode Island
$1.47M +$227K +6,529 +17%

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.