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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
SWRP
926
Summit Wealth & Retirement Planning
California
$201K +$9.69K +279 +5%
SSB
927
Sandy Spring Bank
Maryland
$193K +$10.6K +305 +5%
TIM
928
Thompson Investment Management
Wisconsin
$184K
OA
929
Operose Advisors
Wisconsin
$183K
CA
930
Clearstead Advisors
Ohio
$173K -$90.9K -2,619 -33%
RI
931
Ridgewood Investments
New Jersey
$172K
NMG
932
New Millennium Group
Utah
$171K +$451 +13 +0.3%
RF
933
Rossby Financial
Florida
$168K +$181K +5,224 New
HNB
934
Huntington National Bank
Ohio
$165K
TCA
935
Trifecta Capital Advisors
Illinois
$148K
CA
936
Continuum Advisory
Idaho
$146K +$625 +18 +0.4%
GT
937
Glenmede Trust
Pennsylvania
$144K
ME
938
McIlrath & Eck
Washington
$133K
AWM
939
Avondale Wealth Management
Texas
$132K
RP
940
Rowlandmiller & Partners
Georgia
$128K
BF
941
BOK Financial
Oklahoma
$123K
RFG
942
REAP Financial Group
Texas
$121K +$312 +9 +0.2%
FHA
943
First Horizon Advisors
Tennessee
$120K -$236K -6,795 -65%
PB
944
Pinnacle Bancorp
Nebraska
$119K -$2.26K -65 -2%
FFO
945
Fortitude Family Office
Arizona
$110K
CI
946
CX Institutional
Indiana
$108K +$114K +3,272 New
NCM
947
Northwest Capital Management
Oregon
$107K +$3.82K +110 +4%
LA
948
Legacy Advisors
Pennsylvania
$106K
IRC
949
Investors Research Corp
Georgia
$103K
WPA
950
Wealth Preservation Advisors
Tennessee
$102K +$107K +3,087 New

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.