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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
AWP
626
Astra Wealth Partners
New Jersey
$872K
Natixis Advisors
627
Natixis Advisors
Massachusetts
$868K +$246K +7,084 +37%
TFM
628
TFC Financial Management
Massachusetts
$856K +$1.94K +56 +0.2%
RWM
629
Revisor Wealth Management
Ohio
$848K +$641K +18,459 +255%
VI
630
VanderPol Investments
Michigan
$846K +$102K +2,936 +13%
GCM
631
Gibraltar Capital Management
Oklahoma
$838K +$882K +25,395 New
RPSA
632
Richard P. Slaughter Associates
Texas
$831K
BFA
633
Beacon Financial Advisory
Ohio
$823K +$75.3K +2,169 +10%
ATPW
634
Ashton Thomas Private Wealth
Arizona
$823K +$63.4K +1,825 +8%
BCP
635
Blue Chip Partners
Michigan
$818K +$2.12K +61 +0.2%
ACA
636
Affinity Capital Advisors
California
$798K
ST
637
Sabal Trust
Florida
$796K +$111K +3,207 +15%
S4W
638
Solutions 4 Wealth
Texas
$790K
CWM
639
CarsonAllaria Wealth Management
Illinois
$788K -$27.5K -792 -3%
DJSG
640
D.J. St. Germain
Massachusetts
$786K
SRSA
641
S.R. Schill & Associates
Washington
$784K +$2.05K +59 +0.2%
CC
642
Citrine Capital
California
$781K +$382 +11 +0%
GSWM
643
Golden State Wealth Management
California
$772K +$167K +4,815 +26%
GCA
644
Gradient Capital Advisors
California
$771K +$11.8K +341 +1%
EWA
645
Elevate Wealth Advisory
Georgia
$770K -$1.25K -36 -0.2%
BTWM
646
Baker Tilly Wealth Management
Wisconsin
$763K -$43.2K -1,245 -5%
MPAM
647
Murphy Pohlad Asset Management
Minnesota
$742K
BTI
648
Blue Trust Inc
Georgia
$741K -$59.5K -1,714 -7%
ARC
649
Advisor Resource Council
Texas
$738K +$777K +22,381 New
QPWM
650
Quadrant Private Wealth Management
Pennsylvania
$738K

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.