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Dimensional US Core Equity 2 ETF

1,151 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 157 funds opening new positions, 410 increasing their positions, 345 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

391% more first-time investments, than exits

New positions opened: 157 | 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: 1,0441,151 (+107)

3.32% more ownership

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

Holders
1,151
Holders Change
+107
Holders Change %
+10.25%
% of All Funds
14%
Holding in Top 10
287
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+12.55%
% of All Funds
3.49%
New
157
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
AWA
276
Acorn Wealth Advisors
Michigan
$17.7M +$7.69M +197,115 +79%
TIAM2
277
Tru Independence Asset Management 2
Oregon
$17.7M +$693K +17,753 +4%
PA
278
PW Advisors
Florida
$17.4M +$17.1M +438,998 New
RFP
279
Root Financial Partners
California
$16.9M -$3.3M -84,461 -17%
EP
280
E6 Portfolios
Utah
$16.8M +$16.6M +424,818 New
PCIA
281
Prime Capital Investment Advisors
Kansas
$16.8M +$1.06M +27,246 +7%
CCA
282
Cravens & Co Advisors
Tennessee
$16.7M +$311K +7,976 +2%
EF
283
Entrust Financial
Pennsylvania
$16.6M +$16.4M +419,537 New
RWM
284
Riverchase Wealth Management
Texas
$16.6M -$138K -3,536 -0.8%
FWP
285
Firethorn Wealth Partners
Georgia
$16.1M +$18K +460 +0.1%
Rockefeller Capital Management
286
Rockefeller Capital Management
New York
$15.9M -$4.5M -115,359 -22%
SOAG
287
Silver Oak Advisory Group
Oregon
$15.9M +$98.5K +2,523 +0.6%
DWA
288
Delap Wealth Advisory
Oregon
$15.8M -$348K -8,919 -2%
SWG
289
Summit Wealth Group
Vermont
$15.6M -$223K -5,721 -1%
Bessemer Group
290
Bessemer Group
New Jersey
$15.6M +$14.8M +379,926 +2,691%
CWMA
291
Capstone Wealth Management (Alabama)
Alabama
$15.5M -$17.7K -453 -0.1%
VT
292
Vise Technologies
New York
$15.5M +$14.4M +369,067 +1,668%
SCA
293
Sensenig Capital Advisors
Pennsylvania
$15.4M +$15.2M +390,151 New
RFC
294
Regions Financial Corp
Alabama
$15.4M -$45.5K -1,166 -0.3%
MGIA
295
Moneta Group Investment Advisors
Missouri
$15M +$744K +19,056 +5%
FOA
296
Five Oceans Advisors
California
$14.9M +$63.7K +1,633 +0.4%
Fidelity Investments
297
Fidelity Investments
Massachusetts
$14.7M +$1.69M +43,251 +13%
DWM
298
Diversify Wealth Management
Utah
$14.6M -$1.1M -28,154 -7%
IAN
299
Integrated Advisors Network
Texas
$14.5M -$119K -3,054 -0.8%
PIA
300
Pollock Investment Advisors
Michigan
$14.2M +$7.76M +198,735 +123%