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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
BJL
101
Brighton Jones LLC
Washington
$59.9M +$2.26M +65,149 +4%
BBNB
102
Baker Boyer National Bank
Washington
$59.6M +$510K +14,694 +0.8%
SM
103
Sensible Money
Arizona
$59.4M +$2.71M +77,951 +5%
THL
104
Tillman Hartley LLC
Colorado
$59.3M -$1.47M -42,398 -2%
HNWA
105
Henrickson Nauta Wealth Advisors
Michigan
$58.7M +$4.84M +139,473 +8%
W
106
WorthPointe
California
$57.5M -$11.8M -341,012 -16%
MWM
107
Mattern Wealth Management
Kansas
$57.3M +$3.76M +108,446 +7%
JP Morgan Chase
108
JP Morgan Chase
New York
$56.9M +$6.26M +180,450 +12%
Comerica Bank
109
Comerica Bank
Texas
$56.4M -$436K -12,570 -0.7%
CC
110
Capstone Capital
Nevada
$55.5M +$2.25M +64,886 +4%
VW
111
Vance Wealth
California
$55.4M +$1.71M +49,230 +3%
SC
112
Shearwater Capital
Colorado
$54.6M -$1.35M -38,775 -2%
HFA
113
Hippocratic Financial Advisors
California
$54.5M +$5.49M +158,164 +11%
MSWM
114
Master's Wealth Management
Pennsylvania
$54.5M +$858K +24,712 +2%
CWR
115
Chico Wealth RIA
California
$53.6M +$1.07M +30,945 +2%
AP
116
Adero Partners
California
$53.6M -$1.63M -47,009 -3%
PWM
117
Perigon Wealth Management
California
$52.8M -$56.1K -1,617 -0.1%
CPA
118
Capital Performance Advisors
California
$52.6M +$267K +7,699 +0.5%
PMIM
119
Prudent Man Investment Management
Colorado
$52M
UBS Group
120
UBS Group
Switzerland
$51.2M -$1.22M -35,030 -2%
BCA
121
Ballentine Capital Advisors
South Carolina
$49.8M +$707K +20,353 +1%
EWA
122
EP Wealth Advisors
California
$48.5M +$9.93M +286,187 +24%
TWD
123
True Wealth Design
Ohio
$48.1M -$792K -22,808 -2%
CCMI
124
Creative Capital Management Investments
California
$47.5M +$509K +14,653 +1%
PWM
125
Parkshore Wealth Management
California
$47.3M +$6.56M +189,009 +15%

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.