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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
HWM
101
HB Wealth Management
Georgia
$66.3M +$31.1M +931,179 +101%
WAM
102
WNY Asset Management
New York
$66.3M +$25.2M +755,073 +69%
FMWA
103
Forvis Mazars Wealth Advisors
Missouri
$66.3M -$7.03M -210,879 -10%
MWM
104
Mattern Wealth Management
Kansas
$65M +$2.52M +75,653 +4%
BBNB
105
Baker Boyer National Bank
Washington
$64.9M +$135K +4,036 +0.2%
THL
106
Tillman Hartley LLC
Colorado
$63.4M -$932K -27,934 -2%
W
107
WorthPointe
California
$63.3M +$742K +22,257 +1%
MSWM
108
Master's Wealth Management
Pennsylvania
$63.1M +$3.66M +109,721 +7%
VW
109
Vance Wealth
California
$62.6M +$2.25M +67,532 +4%
CC
110
Capstone Capital
Nevada
$62.2M +$1.76M +52,710 +3%
PWM
111
Parkshore Wealth Management
California
$62.1M +$9.92M +297,369 +21%
SC
112
Shearwater Capital
Colorado
$61.1M +$1.66M +49,629 +3%
Comerica Bank
113
Comerica Bank
Texas
$60.8M -$436K -13,057 -0.8%
JP Morgan Chase
114
JP Morgan Chase
New York
$60.1M -$1.65M -49,360 -3%
CA
115
Claris Advisors
Missouri
$59.9M -$12M -358,352 -18%
CWR
116
Chico Wealth RIA
California
$58.7M +$487K +14,605 +0.9%
PWM
117
Perigon Wealth Management
California
$56.7M -$641K -19,211 -1%
CPA
118
Capital Performance Advisors
California
$56.2M -$850K -25,481 -2%
EA
119
Efficient Advisors
Ohio
$56.1M +$4.48M +134,183 +9%
BCA
120
Ballentine Capital Advisors
South Carolina
$54M -$116K -3,481 -0.2%
BCI
121
Brinker Capital Investments
Pennsylvania
$53.9M +$26.4M +791,685 +111%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$53.5M +$2.7M +81,066 +6%
CCMI
123
Creative Capital Management Investments
California
$52.9M +$1.25M +37,490 +3%
GWS
124
Glassman Wealth Services
Virginia
$52.5M +$2.72M +81,668 +6%
SPWM
125
Straight Path Wealth Management
Michigan
$52.4M +$4.57M +137,082 +10%

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.