U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
1,000 hedge funds and large institutions have $25.8B invested in U.S. Core Equity 2 Portfolio ETF Class Shares in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 409 increasing their positions, 321 reducing their positions, and 43 closing their positions.
7,585% more call options, than puts
Call options by funds: $1.54M | Put options by funds: $20K
45% more capital inflows, than outflows
Capital inflows: $1.51B | Capital outflows: $1.04B
44% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 43
27% more repeat investments, than reductions
Existing positions increased: 409 | Existing positions reduced: 321
0% more funds holding
Funds holding: 1,000 → 1,000 (0)
0.79% less ownership
Funds ownership: 82.69% → 81.9% (-0.79%)
1% less funds holding in top 10
Funds holding in top 10: 265 → 262 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$253M |
| 2 |
IA
Integrity Alliance
Urbandale,
Iowa
|
+$75.5M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$51.6M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$45.6M |
| 5 |
Apella Capital
West Hartford,
Connecticut
|
+$42.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$176M |
| 2 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
-$136M |
| 3 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$134M |
| 4 |
Stratos Investment Management
Beachwood,
Ohio
|
-$52.2M |
| 5 |
Savant Capital
Rockford,
Illinois
|
-$43.6M |
DFAC Hedge Fund Activity: Q1 2025 in Review
1,000 of the 7,480 institutional investors tracked by Wall St. Rank reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) for Q1 2025, worth a combined $25.8B — down 3.7% from $26.8B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new DFAC positions and 43 closed out — a net gain of 19 holders — while 409 added to existing stakes and 321 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $253M. The largest seller was Envestnet Asset Management, cutting an estimated $176M.
- 1,000 institutional investors held U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $25.8B of U.S. Core Equity 2 Portfolio ETF Class Shares stock for Q1 2025, down 3.7% quarter-over-quarter.
- 62 funds opened new U.S. Core Equity 2 Portfolio ETF Class Shares positions in Q1 2025 and 43 closed out, a net change of +19 holders.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares buyer in Q1 2025 was Mercer Global Advisors, an estimated $253M added.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares seller in Q1 2025 was Envestnet Asset Management, an estimated $176M sold.
Based on aggregated 13F filings for Q1 2025.