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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
NFG
601
Northeast Financial Group
Pennsylvania
$967K -$3.92K -113 -0.4%
KFSC
602
Keystone Financial Services (Colorado)
Colorado
$963K +$21.6K +623 +2%
JC
603
JB Capital
Connecticut
$956K -$35.1K -1,011 -3%
OWP
604
Obermeyer Wealth Partners
Colorado
$949K
RB
605
Renasant Bank
Mississippi
$945K -$5.8K -167 -0.6%
TCM
606
TruNorth Capital Management
Michigan
$941K
DI
607
Disciplined Investors
Texas
$941K +$40.2K +1,157 +4%
WT
608
Washington Trust
Rhode Island
$938K
JWCA
609
J.W. Cole Advisors
Florida
$930K -$460K -13,255 -32%
SCM
610
SCS Capital Management
Massachusetts
$927K +$976K +28,110 New
PIA
611
Perennial Investment Advisors
California
$926K -$972 -28 -0.1%
OPWM
612
Oakwell Private Wealth Management
Texas
$921K -$230K -6,614 -19%
QFA
613
Quantum Financial Advisors
California
$916K
EF
614
Exeter Financial
Arizona
$914K +$381K +10,970 +66%
Fisher Asset Management
615
Fisher Asset Management
Washington
$911K +$958K +27,609 New
MCA
616
Magnolia Capital Advisors
Mississippi
$903K +$2.36K +68 +0.2%
FWI
617
Facet Wealth Inc
Maryland
$902K -$35.3K -1,016 -4%
CFS
618
CRA Financial Services
New Jersey
$891K +$62.6K +1,802 +7%
EW
619
Evoke Wealth
California
$890K +$59.2K +1,705 +7%
SHGA
620
Sand Hill Global Advisors
California
$890K +$473K +13,625 +102%
MPW
621
Monterey Private Wealth
California
$888K +$1.08K +31 +0.1%
IFWM
622
Institute for Wealth Management
Colorado
$884K +$521 +15 +0.1%
ASN
623
Advisory Services Network
Georgia
$877K -$53.7K -1,548 -6%
DAS
624
Diversify Advisory Services
Utah
$877K -$134K -3,872 -12%
DCM
625
DGS Capital Management
New Jersey
$873K

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.