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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
AIP
576
Almanack Investment Partners
Pennsylvania
$1.08M -$83.9K -2,417 -7%
BCM
577
Brookstone Capital Management
Illinois
$1.08M -$23.3K -671 -2%
RA
578
Rise Advisors
New York
$1.07M +$2.78K +80 +0.2%
HWA
579
Heritage Wealth Advisors
Virginia
$1.07M
FSWA
580
Financial Synergies Wealth Advisors
Texas
$1.07M +$21.7K +624 +2%
RWM
581
Rialto Wealth Management
New York
$1.07M +$141K +4,064 +14%
CB
582
Commerce Bank
Missouri
$1.07M -$24.6K -709 -2%
CFO
583
Collective Family Office
Pennsylvania
$1.07M
LBC
584
Lowe Brockenbrough & Co
Virginia
$1.05M
BWM
585
Benchmark Wealth Management
Connecticut
$1.03M +$1.09M +31,269 New
BPWM
586
Black Point Wealth Management
Florida
$1.03M -$4.12M -118,637 -79%
O3W
587
Omni 360 Wealth
New Jersey
$1.03M
HPA
588
High Probability Advisors
New York
$1.02M -$1.35K -39 -0.1%
SA
589
Stewardship Advisors
Pennsylvania
$1.01M +$181K +5,208 +20%
Bank of Montreal
590
Bank of Montreal
Ontario, Canada
$1.01M +$821K +23,639 +338%
NP
591
NorthRock Partners
Minnesota
$1.01M +$94.8K +2,730 +10%
TP
592
Tranquility Partners
Tennessee
$1.01M
FWA
593
FSM Wealth Advisors
Ohio
$1M +$382 +11 +0%
MA
594
Montag & Associates
Georgia
$997K
PNC Financial Services Group
595
PNC Financial Services Group
Pennsylvania
$994K +$91.7K +2,642 +10%
CFG
596
Cooper Financial Group
California
$991K -$86.3K -2,485 -8%
CCMG
597
Clark Capital Management Group
Pennsylvania
$987K
EFL
598
ERn Financial LLC
Wisconsin
$986K
Bank of New York Mellon
599
Bank of New York Mellon
New York
$981K -$45.4K -1,308 -4%
VCP
600
Verus Capital Partners
Arizona
$967K +$742K +21,368 +269%

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.