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Dimensional US Core Equity 2 ETF

1,150 hedge funds and large institutions have $34.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 410 increasing their positions, 345 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 32

60% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $792K

19% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 345

15% more capital invested

Capital invested by funds: $29.6B → $34.1B (+$4.58B)

13% more funds holding in top 10

Funds holding in top 10: 255287 (+32)

10% more funds holding

Funds holding: 1,0441,150 (+106)

3.32% more ownership

Funds ownership: 77.45%80.77% (+3.3%)

Holders
1,150
Holders Change
+106
Holders Change %
+10.15%
% of All Funds
13.99%
Holding in Top 10
287
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+12.55%
% of All Funds
3.49%
New
156
Increased
410
Reduced
345
Closed
32
Calls
$1.27M
Puts
$792K
Net Calls
+$479K
Net Calls Change
+$853K
Name Holding Trade Value Shares
Change
Change in
Stake
LFGO
251
Legacy Financial Group (Oklahoma)
Oklahoma
$22M -$168K -4,309 -0.8%
PWP
252
Parkwoods Wealth Partners
New York
$21.8M +$1.01M +25,830 +5%
SRCM
253
Signature Resources Capital Management
California
$21.8M +$1.14M +29,095 +6%
CSW
254
Cogent Strategic Wealth
Illinois
$21.7M +$20.8M +533,715 New
HKIMG
255
Hutchens & Kramer Investment Management Group
Indiana
$21.5M -$514K -13,169 -2%
PFG
256
Pinnacle Financial Group
Illinois
$21.5M +$253K +6,478 +1%
VWA
257
Vistica Wealth Advisors
California
$21.2M +$20.9M +535,865 New
KCA
258
Kilner Capital Advisors
Maryland
$21M +$20.7M +530,877 New
VWA
259
Visionary Wealth Advisors
Illinois
$21M +$2.17M +55,508 +12%
MFG
260
Merit Financial Group
Georgia
$20.9M -$1.64M -41,951 -7%
SC
261
Schubert & Co
Texas
$20.8M +$1.12M +28,818 +6%
HIGP
262
Hill Investment Group Partners
Missouri
$20.4M -$3.61M -92,454 -15%
TI
263
tru Independence
Oregon
$20.1M +$1.08M +27,770 +6%
ARA
264
Approach Retirement Advisors
Alabama
$20.1M +$19.8M +506,806 New
Morgan Stanley
265
Morgan Stanley
New York
$20M -$1.11M -28,533 -5%
TW
266
Trajan Wealth
Arizona
$19.8M -$627K -16,066 -3%
JWM
267
JDH Wealth Management
California
$19.7M +$5.7K +146 +0%
Stifel Financial
268
Stifel Financial
Missouri
$19.3M +$1.44M +36,867 +8%
KCWM
269
Kane Co Wealth Management
Iowa
$19.1M +$18.9M +483,347 New
DWM
270
Daner Wealth Management
Georgia
$19M -$123K -3,141 -0.7%
CFO
271
CVA Family Office
Colorado
$18.6M +$90.7K +2,324 +0.5%
SW
272
Simplicity Wealth
New Jersey
$18.5M -$394K -10,092 -2%
VPWA
273
Vestia Personal Wealth Advisors
Indiana
$18M +$1.22M +31,182 +7%
SFA
274
Sequoia Financial Advisors
Ohio
$18M -$10.8K -276 -0.1%
KMWM
275
Keudell/Morrison Wealth Management
Oregon
$17.9M +$17.6M +452,125 New