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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
RK
151
Rather & Kittrell
Tennessee
$38.4M -$326K -9,390 -0.8%
CWM
152
Cherrydale Wealth Management
New Jersey
$38.4M +$61.4K +1,769 +0.2%
BAM
153
Bayshore Asset Management
Florida
$38M +$386K +11,131 +1%
DAS
154
Dynamic Advisor Solutions
Arizona
$37.1M +$1.34M +38,583 +4%
WAM
155
WNY Asset Management
New York
$36.1M -$3.81M -109,889 -9%
NRWA
156
North Ridge Wealth Advisors
Oregon
$36M +$1.43M +41,137 +4%
EH
157
Equitable Holdings
New York
$35.5M +$209K +6,010 +0.6%
RLIM
158
Red Lighthouse Investment Management
New York
$35.1M +$356K +10,263 +0.9%
AWM
159
Austin Wealth Management
Texas
$34.7M -$3.19M -91,999 -8%
BGWM
160
Bridge Generations Wealth Management
Florida
$34.4M +$406K +11,683 +1%
VFP
161
Vested Financial Planning
California
$34.3M -$2.06M -59,353 -5%
HIGP
162
Hill Investment Group Partners
Missouri
$34M -$136M -3,927,075 -79%
PWM
163
PBMares Wealth Management
Virginia
$32.9M -$2.54M -73,176 -7%
TWA
164
Trellis Wealth Advisors
California
$32.6M -$966K -27,813 -3%
VF
165
Vestment Financial
Minnesota
$32.3M +$721K +20,781 +2%
AHL
166
Abel Hall LLC
Louisiana
$32.2M +$2.18M +62,853 +7%
SIMC
167
Squire Investment Management Company
Utah
$32.1M +$1.46M +42,201 +5%
GVAG
168
Great Valley Advisor Group
Delaware
$31.6M +$738K +21,263 +2%
IA
169
IFG Advisory
Georgia
$31.5M +$678K +19,519 +2%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$31.4M -$37.4M -1,077,136 -53%
DWM
171
Dopkins Wealth Management
New York
$31.3M -$113K -3,268 -0.3%
PWMG
172
Private Wealth Management Group
New Jersey
$30.5M +$170K +4,908 +0.5%
HWM
173
HB Wealth Management
Georgia
$30.3M +$31M +892,914 +3,392%
CPIG
174
Chicago Partners Investment Group
Illinois
$30.3M -$984K -28,342 -3%
AFG
175
ABLE Financial Group
Arizona
$30.1M +$31.7M +913,854 New

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.