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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
SIM
51
Stratos Investment Management
Ohio
$109M -$52.2M -1,504,016 -31%
BEW
52
Burton Enright Welch
California
$109M +$2.71M +78,071 +2%
JWA
53
JFS Wealth Advisors
Pennsylvania
$109M +$4.23M +121,742 +4%
DF
54
DecisionPoint Financial
Arizona
$105M +$6.78M +195,363 +7%
ZF
55
Zhang Financial
Michigan
$104M +$10.9M +314,732 +11%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$104M +$15.6M +448,499 +17%
AssetMark Inc
57
AssetMark Inc
California
$102M +$527K +15,189 +0.5%
Financial Engines Advisors
58
Financial Engines Advisors
California
$102M -$5.65M -162,677 -5%
RIM
59
Rockbridge Investment Management
New York
$101M +$31.8M +915,289 +42%
AFG
60
Altiora Financial Group
Ohio
$100M +$557K +16,046 +0.5%
VBA
61
von Borstel & Associates
Oregon
$100M +$26.4M +760,676 +33%
CSIA
62
Conrad Siegel Investment Advisors
Pennsylvania
$99.6M -$479K -13,799 -0.5%
IWC
63
Integrated Wealth Concepts
Massachusetts
$98.5M +$379K +10,905 +0.4%
CWM
64
Core Wealth Management
Florida
$97.3M -$138K -3,969 -0.1%
PAS
65
Park Avenue Securities
New York
$92.8M +$9.15M +263,582 +10%
NCM
66
New Capital Management
Texas
$92M -$5.85M -168,644 -6%
AC
67
AWM Capital
Arizona
$91.5M +$2.29M +65,932 +2%
MWP
68
Meridian Wealth Partners
Pennsylvania
$90.7M -$4.11M -118,263 -4%
B
69
BetterWealth
California
$90.4M -$3.8M -109,547 -4%
HIA
70
HFM Investment Advisors
New Jersey
$89.6M +$94.3M +2,716,978 New
RIP
71
RAM Investment Partners
Washington
$85.7M -$1.54M -44,275 -2%
SIAG
72
Safeguard Investment Advisory Group
California
$84.5M -$431K -12,430 -0.5%
Betterment LLC
73
Betterment LLC
New York
$84.2M +$9.81M +282,684 +12%
BWA
74
BCU Wealth Advisors
Illinois
$84M +$13.2M +379,735 +18%
PWIA
75
Porter White Investment Advisors
Alabama
$83.7M +$1.98M +57,050 +2%

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.