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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
PMIM
126
Prudent Man Investment Management
Colorado
$51.9M -$103K -3,077 -0.2%
MML Investors Services
127
MML Investors Services
Massachusetts
$51.4M +$2.21M +66,319 +5%
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$51.2M +$1.33M +39,868 +3%
FS
129
Financial Symmetry
North Carolina
$50.9M +$6.35M +190,426 +15%
ODA
130
One Degree Advisors
California
$50.4M +$1.87M +56,162 +4%
UBS Group
131
UBS Group
Switzerland
$49.8M -$5.4M -161,740 -10%
TWD
132
True Wealth Design
Ohio
$49.7M -$2.44M -73,134 -5%
GFA
133
Grunden Financial Advisory
Texas
$49.1M -$1.2M -35,831 -3%
MCM
134
Morton Capital Management
California
$48.5M +$3.29M +98,749 +8%
AC
135
Applied Capital
Arkansas
$47.2M +$1.96M +58,851 +5%
TCOTS
136
Trust Company of the South
North Carolina
$47M +$1.71M +51,171 +4%
WAN
137
Wealth Advisors Northwest
Oregon
$46.9M +$3.43M +102,897 +9%
EWA
138
EP Wealth Advisors
California
$46.6M -$5.65M -169,494 -12%
NWM
139
Northwest Wealth Management
Iowa
$46M -$835K -25,038 -2%
LFA
140
Lauterbach Financial Advisors
Texas
$45.4M +$3.77K +113 +0%
RCI
141
RS Crum Inc
California
$44.8M +$370K +11,079 +0.9%
PCM
142
Passive Capital Management
Maryland
$44.6M +$2.38M +71,391 +6%
MHB
143
Midwest Heritage Bank
Iowa
$44.5M -$33.3K -997 -0.1%
ACM
144
Aspen Capital Management
Idaho
$43.8M +$1.46M +43,628 +4%
C1AG
145
Client 1st Advisory Group
Florida
$43.5M -$2.83M -84,901 -7%
VAG
146
Vannoy Advisory Group
Texas
$42.7M +$783K +23,475 +2%
MPW
147
MASECO Private Wealth
$42.5M +$39.6M +1,186,959 New
BAM
148
Bayshore Asset Management
Florida
$42.2M +$867K +25,980 +2%
CPWM
149
Cypress Point Wealth Management
Texas
$42.2M -$1.7M -50,984 -4%
CWM
150
Cherrydale Wealth Management
New Jersey
$41.9M +$244K +7,307 +0.6%

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.