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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
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.77B +$253M +7,277,876 +16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.72B -$176M -5,056,392 -9%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.33B +$51.6M +1,486,188 +4%
FFM
4
Forum Financial Management
Illinois
$1.25B +$7.66M +220,622 +0.6%
LPL Financial
5
LPL Financial
California
$573M -$27.9M -804,394 -4%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$540M +$9.85M +283,721 +2%
AC
7
Apella Capital
Connecticut
$376M +$42.2M +1,216,362 +11%
PL
8
Plancorp LLC
Missouri
$349M +$2.63M +75,774 +0.7%
RWM
9
Rockwood Wealth Management
Pennsylvania
$335M +$15.5M +446,720 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$319M -$21.7M -626,498 -6%
SIC
11
SJS Investment Consulting
Ohio
$304M +$3.13M +90,276 +1%
WANY
12
Wealthspire Advisors (New York)
New York
$274M +$11.9M +342,800 +4%
GWA
13
Geometric Wealth Advisors
District of Columbia
$256M +$9.21M +265,453 +4%
SC
14
Savant Capital
Illinois
$249M -$43.6M -1,257,012 -14%
MWA
15
Monograph Wealth Advisors
California
$223M +$3.6M +103,801 +2%
GA
16
Greenspring Advisors
Maryland
$221M -$24M -690,368 -9%
HighTower Advisors
17
HighTower Advisors
Illinois
$195M -$12.8M -367,307 -6%
HFS
18
Heritage Financial Services
Massachusetts
$185M -$15.8M -455,537 -8%
CFA
19
Capstone Financial Advisors
Illinois
$184M +$557K +16,034 +0.3%
GM
20
GeoWealth Management
Illinois
$174M -$3.16M -91,157 -2%
Corient Private Wealth
21
Corient Private Wealth
Florida
$172M -$3.4M -98,027 -2%
MWM
22
Modera Wealth Management
New Jersey
$169M -$1.52M -43,683 -0.8%
WA
23
Wealthstream Advisors
New York
$161M +$3.84M +110,487 +2%
JTWM
24
Jackson Thornton Wealth Management
Alabama
$153M -$1.91M -55,117 -1%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$151M -$1.63M -46,853 -1%

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.