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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
NL
301
NWAM LLC
Washington
$14.1M -$39.3K -1,008 -0.3%
CW
302
CreativeOne Wealth
Kansas
$13.7M +$148K +3,787 +1%
FF
303
Foundry Financial
California
$13.7M +$13.5M +345,417 New
HWM
304
Hassell Wealth Management
Louisiana
$13.6M -$664K -17,010 -5%
AWM
305
Austin Wealth Management
Texas
$13.4M -$1.62M -41,487 -11%
APW
306
Austin Private Wealth
Texas
$13.2M +$527K +13,502 +4%
TWCA
307
Two West Capital Advisors
Kansas
$13.1M +$227K +5,828 +2%
AAP
308
Arax Advisory Partners
Colorado
$13.1M +$12.9M +330,859 New
OA
309
Oceanside Advisors
South Carolina
$13M -$38.9K -997 -0.3%
FOR
310
Family Office Research
Maryland
$13M -$206K -5,272 -2%
WAG
311
Winthrop Advisory Group
Massachusetts
$12.8M -$287K -7,342 -2%
DFP
312
Donalies Financial Planning
District of Columbia
$12.7M +$12.6M +321,727 New
AL
313
Aspiriant LLC
California
$12.7M +$312 +8 +0%
MAM
314
McLean Asset Management
Virginia
$12.6M -$259K -6,644 -2%
SWP
315
Stratos Wealth Partners
Ohio
$12.4M -$462K -11,834 -4%
MWM
316
Melfa Wealth Management
Massachusetts
$12.4M -$94.1K -2,410 -0.8%
CTWM
317
Cherry Tree Wealth Management
Minnesota
$12.3M -$224K -5,727 -2%
AF
318
Apollon Financial
South Carolina
$12.3M +$1.28M +32,785 +12%
MWM
319
McCartney Wealth Management
Missouri
$12.2M +$12.1M +308,747 New
WW
320
Waterfront Wealth
Kansas
$12.1M +$7.81K +200 +0.1%
TFA
321
TandemGrowth Financial Advisors
Georgia
$12.1M +$11.9M +305,252 New
GLR
322
Great Lakes Retirement
Ohio
$12.1M -$151K -3,868 -1%
CWM
323
Cedar Wealth Management
California
$12M
APP
324
Avantax Planning Partners
Iowa
$11.9M -$4.46M -114,212 -27%
GWWM
325
Great Waters Wealth Management
Minnesota
$11.9M +$63.2K +1,619 +0.5%