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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
PFM
201
Phillips Financial Management
Indiana
$25M -$1.42M -40,845 -5%
HIA
202
HTG Investment Advisors
Connecticut
$24.9M +$443K +12,759 +2%
RFP
203
Root Financial Partners
California
$24.6M -$1.14M -32,885 -4%
SW
204
Schulz Wealth
Texas
$24.3M +$880K +25,355 +4%
EWM
205
Empirical Wealth Management
Washington
$24.2M -$685K -19,719 -3%
AFO
206
Aurelius Family Office
New Hampshire
$23.9M +$60K +1,729 +0.2%
PAM
207
Pacific Asset Management
Washington
$23.6M -$250K -7,206 -1%
BCI
208
Brinker Capital Investments
Pennsylvania
$23.5M +$3.55M +102,304 +17%
OPS
209
Orion Portfolio Solutions
Nebraska
$23.5M +$3.55M +102,304 +17%
RFP
210
RCS Financial Planning
Maryland
$23.3M -$307K -8,857 -1%
QHA
211
Quarry Hill Advisors
Minnesota
$23.2M +$573K +16,505 +2%
ACA
212
American Capital Advisory
Idaho
$23.2M +$713K +20,541 +3%
NDWM
213
New Dimensions Wealth Management
Texas
$23.1M +$24.3M +700,115 New
SF
214
SageOak Financial
Oklahoma
$23.1M +$3.97M +114,350 +20%
DWM
215
David Wealth Management
Virginia
$23M +$175K +5,046 +0.7%
VCM
216
Versant Capital Management
Arizona
$22.8M +$211K +6,091 +0.9%
CCM
217
Cloud Capital Management
Washington
$22.7M +$23.9M +687,789 New
BWA
218
Babb Wealth Advisors
Arizona
$22.5M -$62.1K -1,790 -0.3%
SFP
219
SwitchPoint Financial Planning
Utah
$22.4M -$689K -19,849 -3%
LAMC
220
Longview Asset Management (California)
California
$22.3M -$192K -5,521 -0.8%
CFA
221
Cahill Financial Advisors
Minnesota
$21.9M +$895K +25,787 +4%
CFGA
222
Cambridge Financial Group (Arizona)
Arizona
$21.2M -$880K -25,355 -4%
NEWAS
223
N.E.W. Advisory Services
Wisconsin
$21M +$671K +19,322 +3%
CWM
224
Cahill Wealth Management
Michigan
$20.8M +$2.74M +78,977 +14%
TW
225
Trajan Wealth
Arizona
$20.7M -$53.7K -1,547 -0.2%

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.