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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
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.03B +$92.9M +2,785,992 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.97B +$87.5M +2,622,796 +5%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.47B +$21.8M +653,375 +2%
FFM
4
Forum Financial Management
Illinois
$1.39B +$36.7M +1,100,537 +3%
LPL Financial
5
LPL Financial
California
$625M +$2.54M +76,098 +0.4%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$558M -$27.2M -814,395 -5%
AC
7
Apella Capital
Connecticut
$463M +$32.3M +969,442 +8%
PL
8
Plancorp LLC
Missouri
$385M +$5.79M +173,627 +2%
RWM
9
Rockwood Wealth Management
Pennsylvania
$382M +$16.6M +497,242 +5%
SIC
10
SJS Investment Consulting
Ohio
$320M -$9.81M -294,169 -3%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$316M +$153M +4,593,492 +109%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$313M -$30.7M -920,602 -10%
GWA
13
Geometric Wealth Advisors
District of Columbia
$288M +$9.1M +272,734 +4%
WANY
14
Wealthspire Advisors (New York)
New York
$282M -$15.1M -453,305 -5%
SC
15
Savant Capital
Illinois
$259M -$10.9M -326,014 -4%
MWA
16
Monograph Wealth Advisors
California
$229M -$11.7M -350,364 -5%
HighTower Advisors
17
HighTower Advisors
Illinois
$217M +$4.32M +129,585 +2%
AF
18
Allworth Financial
California
$199M +$32.3M +968,562 +21%
CFA
19
Capstone Financial Advisors
Illinois
$192M -$7.02M -210,295 -4%
MWM
20
Modera Wealth Management
New Jersey
$182M -$1.66M -49,864 -1%
JTWM
21
Jackson Thornton Wealth Management
Alabama
$179M -$763K -22,864 -0.5%
WA
22
Wealthstream Advisors
New York
$178M +$2.4M +71,860 +1%
Bank of America
23
Bank of America
North Carolina
$173M +$10.7M +321,073 +7%
GM
24
GeoWealth Management
Illinois
$173M -$15.3M -459,321 -9%
Corient Private Wealth
25
Corient Private Wealth
Florida
$172M -$13.6M -406,862 -8%

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.