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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
GTAM
826
Global Trust Asset Management
Florida
$313K -$1.11M -31,895 -77%
BBA
827
BLB&B Advisors
Pennsylvania
$312K
GB
828
Goepper Burkhardt
South Carolina
$311K +$327K +9,424 New
MC
829
Matisse Capital
Oregon
$310K +$798 +23 +0.2%
MA
830
McBroom & Associates
Nevada
$310K
EGA
831
E&G Advisors
Texas
$307K
FCG
832
Fielder Capital Group
Tennessee
$307K
AWM
833
Angeles Wealth Management
California
$307K -$27.8K -800 -8%
HFS
834
Horizon Financial Services
North Carolina
$307K
AC
835
AlphaCore Capital
California
$306K +$322K +9,262 New
JWM
836
Jessup Wealth Management
Ohio
$305K +$321K +9,243 New
SFS
837
Summit Financial Strategies
Ohio
$305K -$3.58K -103 -1%
RWP
838
Ridgeline Wealth Planning
Ohio
$305K
PVI
839
Pine Valley Investments
New Jersey
$303K
WTB
840
Washington Trust Bank
Washington
$301K +$317K +9,125 New
FFWA
841
FRG Family Wealth Advisors
Washington
$299K +$764 +22 +0.2%
GD
842
Grandfield & Dodd
New York
$298K
WCM
843
Wealthcare Capital Management
Virginia
$297K +$2.78K +80 +0.9%
GHA
844
GW Henssler & Associates
Georgia
$297K +$50.4K +1,452 +19%
National Bank of Canada
845
National Bank of Canada
Quebec, Canada
$295K +$86.5K +2,493 +39%
VBWMG
846
Von Berge Wealth Management Group
California
$292K +$2.26K +65 +0.7%
RBC
847
Romano Brothers & Co
Illinois
$291K +$307K +8,832 New
M1FG
848
Mach-1 Financial Group
Arkansas
$287K +$302K +8,692 New
NAM
849
NorthCrest Asset Manangement
Minnesota
$286K -$21.1K -609 -7%
TF
850
Tenon Financial
New Jersey
$286K

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.