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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
AWMNY
176
Arcadia Wealth Management (New York)
New York
$30M +$744K +21,435 +2%
DWS
177
Discipline Wealth Solutions
South Carolina
$30M +$1.15M +33,226 +4%
LWM
178
Liberty Wealth Management
California
$29.6M -$384K -11,071 -1%
DPW
179
DiNuzzo Private Wealth
Pennsylvania
$29.5M +$475K +13,683 +2%
LRIA
180
Leonard Rickey Investment Advisors
Washington
$29.3M +$32.1M +923,797 +10,982%
WG
181
Watchman Group
Texas
$29.1M -$745K -21,469 -2%
JWM
182
JP Wealth Management
South Carolina
$28.2M +$600K +17,277 +2%
FWM
183
FMB Wealth Management
California
$28.2M +$1.77M +51,086 +6%
Truist Financial
184
Truist Financial
North Carolina
$28.2M +$960K +27,659 +3%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$28.1M +$472K +13,602 +2%
PF
186
Parker Financial
Washington
$28M +$1.94M +55,819 +7%
CPCM
187
Cardinal Point Capital Management
Ontario, Canada
$27.8M +$2.87M +82,776 +11%
PCM
188
Peirce Capital Management
Texas
$27.7M +$8.75K +252 +0%
MG
189
Mather Group
Illinois
$27.5M -$504K -14,520 -2%
VPF
190
Vantage Point Financial
Illinois
$27.3M +$2.47M +71,136 +9%
BFS
191
Beacon Financial Strategies
North Carolina
$26.9M -$47.8K -1,378 -0.2%
UB
192
UMB Bank
Missouri
$26.8M
MWM
193
Momentous Wealth Management
Washington
$26.6M +$2.5M +72,094 +10%
LFS
194
Lutz Financial Services
Nebraska
$26.6M +$1.16M +33,347 +4%
WC
195
Wolfstich Capital
Massachusetts
$26.6M
MG
196
MilWealth Group
Wisconsin
$26.2M -$59K -1,699 -0.2%
BWM
197
BCO Wealth Management
New Mexico
$25.6M +$2.08M +59,884 +8%
HSG
198
Helen Stephens Group
Texas
$25.6M -$216K -6,233 -0.8%
RSWM
199
Robertson Stephens Wealth Management
California
$25.4M -$23.6K -680 -0.1%
MWA
200
Mills Wealth Advisors
Texas
$25.3M +$1.99M +57,453 +8%

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.