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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
BBHC
951
Brown Brothers Harriman & Co
New York
$99K +$104K +3,000 New
DFA
952
DHJJ Financial Advisors
Illinois
$94.2K -$63.2K -1,820 -39%
FMII
953
Farmers & Merchants Investments Inc
Nebraska
$87.6K
HIA
954
Harbor Investment Advisory
Maryland
$87K
CIBC Private Wealth Group
955
CIBC Private Wealth Group
Georgia
$74.1K
MCA
956
Maryland Capital Advisors
Maryland
$72K -$1.32K -38 -2%
NSG
957
Nalls Sherbakoff Group
Tennessee
$71.7K +$75.4K +2,173 New
BL
958
BFSG LLC
California
$71.4K
GWSA
959
Global Wealth Strategies & Associates
Colorado
$69.8K -$5.9K -170 -7%
HR
960
Howe & Rusling
New York
$69.7K
TC
961
Truvestments Capital
Florida
$68.2K +$174 +5 +0.2%
CIAS
962
Capital Investment Advisory Services
North Carolina
$59.9K +$5.52K +159 +10%
AIA
963
Arcadia Investment Advisors
Idaho
$57.3K
HFS
964
Hughes Financial Services
Virginia
$51.1K +$53.6K +1,545 New
SFGP
965
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$47.6K +$50.1K +1,444 New
AWM
966
Abound Wealth Management
Tennessee
$43.3K
SWM
967
Spire Wealth Management
Virginia
$40.1K -$281K -8,100 -87%
CFS
968
CGC Financial Services
Oregon
$35.3K
BFS
969
Bare Financial Services
Pennsylvania
$33.2K
GJIA
970
Glass Jacobson Investment Advisors
Maryland
$28.4K
SAM
971
S.A. Mason
Michigan
$27.4K
PSFG
972
Park Square Financial Group
Georgia
$22.7K
EK
973
Evensky & Katz
Florida
$21K -$20.3K -585 -47%
BFO
974
Biltmore Family Office
North Carolina
$20.8K
JFA
975
JNBA Financial Advisors
Minnesota
$20.7K -$3.4K -98 -13%

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.