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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
WG
176
Watchman Group
Texas
$33.1M +$1.4M +41,988 +5%
DPW
177
DiNuzzo Private Wealth
Pennsylvania
$33M +$910K +27,293 +3%
MWA
178
Mills Wealth Advisors
Texas
$32.8M +$4.99M +149,528 +20%
GVAG
179
Great Valley Advisor Group
Delaware
$32.2M -$1.98M -59,466 -6%
CPCM
180
Cardinal Point Capital Management
Ontario, Canada
$31.6M +$1.25M +37,492 +4%
VPF
181
Vantage Point Financial
Illinois
$31M +$1.24M +37,236 +4%
Truist Financial
182
Truist Financial
North Carolina
$30.8M +$141K +4,212 +0.5%
SW
183
Simplicity Wealth
New Jersey
$30.5M +$10M +300,878 +55%
LWM
184
Liberty Wealth Management
California
$30.4M -$1.6M -48,012 -5%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$30.3M -$187K -5,617 -0.7%
JWM
186
JP Wealth Management
South Carolina
$30.2M -$439K -13,151 -2%
MWM
187
Momentous Wealth Management
Washington
$30.1M +$1.12M +33,488 +4%
PCM
188
Peirce Capital Management
Texas
$29.7M -$421K -12,618 -2%
LFS
189
Lutz Financial Services
Nebraska
$29.4M +$474K +14,216 +2%
BFS
190
Beacon Financial Strategies
North Carolina
$29.3M
UB
191
UMB Bank
Missouri
$29M -$42.2K -1,264 -0.2%
MG
192
MilWealth Group
Wisconsin
$28.9M +$407K +12,192 +2%
SW
193
Schulz Wealth
Texas
$28.5M +$2.02M +60,636 +8%
BWM
194
BCO Wealth Management
New Mexico
$28.5M +$593K +17,762 +2%
MG
195
Mather Group
Illinois
$28.4M -$1.35M -40,563 -5%
RFP
196
RCS Financial Planning
Maryland
$27.7M +$2.22M +66,463 +9%
SF
197
SageOak Financial
Oklahoma
$27.3M +$2.07M +62,185 +9%
RSWM
198
Robertson Stephens Wealth Management
California
$27.3M -$266K -7,985 -1%
HIA
199
HTG Investment Advisors
Connecticut
$27.3M +$266K +7,979 +1%
PFM
200
Phillips Financial Management
Indiana
$27.3M +$145K +4,360 +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.