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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
PA
526
Parallel Advisors
California
$1.47M -$31.9K -918 -2%
OC
527
Oakworth Capital
Alabama
$1.47M +$611K +17,600 +66%
IC
528
IEQ Capital
California
$1.45M +$3.75K +108 +0.2%
IWM
529
IHT Wealth Management
Illinois
$1.45M +$174 +5 +0%
IFG
530
Independent Financial Group
California
$1.43M +$8.96K +258 +0.6%
Envestnet Portfolio Solutions
531
Envestnet Portfolio Solutions
Illinois
$1.43M -$3.29M -94,898 -69%
WS
532
Wedbush Securities
California
$1.43M +$280K +8,062 +23%
EFA
533
Edge Financial Advisors
Illinois
$1.41M -$2.68M -77,321 -64%
IWA
534
Icon Wealth Advisors
Texas
$1.41M -$186K -5,360 -11%
SWM
535
Shakespeare Wealth Management
Wisconsin
$1.4M +$129K +3,708 +10%
CAG
536
Csenge Advisory Group
Florida
$1.4M +$90.8K +2,617 +6%
CMP
537
Coston McIsaac & Partners
Maine
$1.39M -$8.33K -240 -0.6%
RC
538
Roundview Capital
New Jersey
$1.38M +$1.46M +41,964 New
CAM
539
Clark Asset Management
New Hampshire
$1.34M
CCM
540
Coldstream Capital Management
Washington
$1.33M +$56.7K +1,634 +4%
CHJWM
541
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.32M
AFA
542
Avant Financial Advisors
Texas
$1.31M -$51.4K -1,481 -4%
TNBTD
543
Trustmark National Bank Trust Department
Mississippi
$1.29M
PA
544
Probity Advisors
Texas
$1.28M
MIAS
545
Mason Investment Advisory Services
Virginia
$1.28M +$3.33K +96 +0.2%
SCTC
546
Sanibel Captiva Trust Company
Florida
$1.27M
NB
547
Nicolet Bankshares
Wisconsin
$1.27M
UF
548
Univest Financial
Pennsylvania
$1.25M -$29.1K -838 -2%
LPFG
549
Landing Point Financial Group
Ohio
$1.25M +$484K +13,952 +58%
SIA
550
SeaBridge Investment Advisors
New Jersey
$1.25M +$2.85K +82 +0.2%

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.