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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
MHFA
551
Mission Hills Financial Advisory
California
$1.24M +$56.4K +1,624 +5%
SRB
552
Shotwell Rutter Baer
Michigan
$1.24M -$6.7K -193 -0.5%
CWM
553
Connecticut Wealth Management
Connecticut
$1.23M -$21K -606 -2%
BFP
554
Brewster Financial Planning
New York
$1.23M
LA
555
Lifeworks Advisors
Michigan
$1.23M +$4.44K +128 +0.3%
MFWP
556
Mosaic Family Wealth Partners
Missouri
$1.22M +$290K +8,365 +29%
MWM
557
MGB Wealth Management
Texas
$1.22M
VWM
558
Vermillion Wealth Management
Minnesota
$1.21M -$40.6K -1,169 -3%
VPIM
559
Vanguard Personalized Indexing Management
California
$1.19M
DEM
560
Disciplined Equity Management
Florida
$1.19M +$6.25K +180 +0.5%
LA
561
Lane & Associates
New Jersey
$1.18M +$84.9K +2,446 +7%
FMC
562
First Merchants Corp
Indiana
$1.17M -$106K -3,065 -8%
ECM
563
Evergreen Capital Management
Washington
$1.16M
KIM
564
Kestra Investment Management
Texas
$1.16M +$658K +18,968 +118%
Ameriprise
565
Ameriprise
Minnesota
$1.15M -$392K -11,291 -24%
MADFP
566
Michael A Dubis Financial Planning
Wisconsin
$1.15M
WIA
567
World Investment Advisors
California
$1.15M +$25.2K +726 +2%
FWM
568
Fortress Wealth Management
California
$1.15M +$118K +3,403 +11%
KWM
569
Kingsview Wealth Management
Oregon
$1.14M +$51.2K +1,475 +4%
LG
570
LAM Group
Oregon
$1.12M
LSA
571
Lion Street Advisors
Texas
$1.11M -$34.2K -985 -3%
SOS
572
Silver Oak Securities
Tennessee
$1.11M +$120K +3,469 +11%
FA
573
Fortis Advisors
Pennsylvania
$1.1M -$304K -8,758 -21%
SA
574
Sanctuary Advisors
Indiana
$1.09M
APC
575
Aspire Private Capital
North Carolina
$1.09M -$7.5K -216 -0.7%

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.