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Dimensional US Core Equity 2 ETF

1,026 hedge funds and large institutions have $28.4B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 424 increasing their positions, 311 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $254K

131% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 36

36% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 311

10% more capital invested

Capital invested by funds: $25.8B → $28.4B (+$2.64B)

3% more funds holding

Funds holding: 9971,026 (+29)

0% more funds holding in top 10

Funds holding in top 10: 261261 (0)

0.12% less ownership

Funds ownership: 81.87%81.75% (-0.12%)

Holders
1,026
Holders Change
+29
Holders Change %
+2.91%
% of All Funds
13.51%
Holding in Top 10
261
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.44%
New
83
Increased
424
Reduced
311
Closed
36
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K
Name Holding Trade Value Shares
Change
Change in
Stake
PWIA
76
Porter White Investment Advisors
Alabama
$87.6M -$3.13M -93,737 -4%
WWP
77
Waypoint Wealth Partners
California
$87.6M +$3.55M +106,471 +5%
LI
78
LRI Investments
Florida
$85.9M -$415K -12,447 -0.5%
WCM
79
Warburton Capital Management
Oklahoma
$85.2M +$1.97M +59,167 +3%
AssetMark Inc
80
AssetMark Inc
California
$84.4M -$24.6M -738,376 -24%
Creative Planning
81
Creative Planning
Kansas
$83.7M +$575K +17,231 +0.7%
SWA
82
ShankerValleau Wealth Advisors
Illinois
$82.5M +$463K +13,868 +0.6%
HIG
83
Heritage Investment Group
Florida
$79.3M -$4.57M -136,867 -6%
IA
84
Integrity Alliance
Iowa
$79.1M +$560K +16,783 +0.8%
VP
85
Verisail Partners
Georgia
$78.5M +$2.07M +61,973 +3%
RWM
86
Ruedi Wealth Management
Illinois
$77.1M +$731K +21,925 +1%
SHFA
87
SC&H Financial Advisors
Maryland
$76.2M -$1.37M -41,008 -2%
SWA
88
Sax Wealth Advisors
New Jersey
$76M +$6.05M +181,408 +9%
PCI
89
Planning Center Inc
Illinois
$75.1M +$2.4M +71,994 +4%
GWM
90
Grand Wealth Management
Michigan
$73.3M -$2.22M -66,439 -3%
ATI
91
ARK & TLK Investments
Oklahoma
$72.9M +$1.76M +52,813 +3%
KAM
92
KEB Asset Management
Illinois
$72M +$771K +23,122 +1%
TWA
93
TCI Wealth Advisors
Arizona
$71.8M -$1.8M -53,973 -3%
KAS
94
Kestra Advisory Services
Texas
$71.1M +$3.72M +111,651 +6%
HNWA
95
Henrickson Nauta Wealth Advisors
Michigan
$71M +$2.17M +64,989 +3%
MGWA
96
Monument Group Wealth Advisors
Massachusetts
$70.8M +$432K +12,948 +0.7%
CCWA
97
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$68.8M -$2.67M -80,097 -4%
BJL
98
Brighton Jones LLC
Washington
$68.2M +$2.9M +86,806 +5%
SM
99
Sensible Money
Arizona
$67.7M +$2.89M +86,705 +5%
ALWM
100
Andrews Lucia Wealth Management
California
$66.7M -$1.44M -43,110 -2%

DFAC Hedge Fund Activity: Q2 2025 in Review

1,026 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2025, worth a combined $28.4B — up 10% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DFAC positions and 36 closed out — a net gain of 47 holders — while 424 added to existing stakes and 311 trimmed.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $153M. The largest seller was Hippocratic Financial Advisors, cutting an estimated $45.8M.

  • 1,026 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2025, up from 997 in Q1 2025.
  • Funds reported $28.4B of Dimensional US Core Equity 2 ETF stock for Q2 2025, up 10% quarter-over-quarter.
  • 83 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2025 and 36 closed out, a net change of +47 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $153M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2025 was Hippocratic Financial Advisors, an estimated $45.8M sold.

Based on aggregated 13F filings for Q2 2025.