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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
HFS
651
Hopwood Financial Services
Virginia
$738K
YWM
652
Yardley Wealth Management
Pennsylvania
$728K -$774K -22,284 -50%
CWS
653
Confluence Wealth Services
Pennsylvania
$724K -$94.5K -2,721 -11%
BB
654
Busey Bank
Illinois
$723K
First Trust Advisors
655
First Trust Advisors
Illinois
$712K +$455K +13,097 +154%
BTW
656
Boston Trust Walden
Massachusetts
$711K
EWP
657
Elevation Wealth Partners
California
$706K +$6.25K +180 +0.8%
MFG
658
Mendota Financial Group
Wisconsin
$704K -$42.5K -1,224 -5%
EIA
659
Eldridge Investment Advisors
New Hampshire
$702K +$104 +3 +0%
ACC
660
Acorn Creek Capital
Colorado
$701K -$5.03K -145 -0.7%
S
661
SignatureFD
Georgia
$698K +$139 +4 +0%
YWM
662
Yoder Wealth Management
California
$693K
BAWC
663
Boyce & Associates Wealth Consulting
Texas
$690K -$50.9K -1,467 -7%
PS
664
Principal Securities
Iowa
$684K
PIFP
665
Partners in Financial Planning
Virginia
$682K +$1.49K +43 +0.2%
KA
666
Kovack Advisors
Florida
$680K -$7.46K -215 -1%
SWMG
667
Sard Wealth Management Group
Georgia
$673K +$1.74K +50 +0.2%
CSIC
668
Clifford Swan Investment Counsel
California
$672K
SFS
669
Security Financial Services
Indiana
$668K -$57.9K -1,667 -8%
RWP
670
RWA Wealth Partners
Massachusetts
$665K +$22.6K +652 +3%
GC
671
Gilbert & Cook
Iowa
$664K +$481K +13,851 +220%
QCM
672
QRG Capital Management
Illinois
$655K -$411K -11,831 -37%
BF
673
bLong Financial
Tennessee
$653K
OWA
674
Oak Wealth Advisors
Illinois
$646K +$24.6K +708 +4%
KAS
675
KPP Advisory Services
Kentucky
$646K -$34.5K -995 -5%

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.