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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
FJWM
326
Ferguson Johnson Wealth Management
Maryland
$11.9M +$11.7M +299,784 New
MHS
327
M Holdings Securities
Oregon
$11.8M +$105K +2,686 +0.9%
VWM
328
Vigil Wealth Management
Florida
$11.7M +$11.5M +295,213 New
FFWA
329
Forthright Family Wealth Advisory
Texas
$11.6M +$226K +5,789 +2%
SAG
330
SageView Advisory Group
California
$11.6M -$304K -7,795 -3%
Thrivent Financial for Lutherans
331
Thrivent Financial for Lutherans
Minnesota
$11.5M +$10.8M +276,936 +1,986%
GVAG
332
Great Valley Advisor Group
Delaware
$11.5M -$23.7M -606,168 -68%
FWMP
333
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$11.4M -$1.51M -38,781 -12%
Pathstone Holdings
334
Pathstone Holdings
New Jersey
$11.4M +$1.48K +38 +0%
WP
335
WealthSpring Partners
California
$11.3M +$11.2M +286,312 New
RLWM
336
RF&L Wealth Management
Massachusetts
$11.3M -$56.2K -1,440 -0.5%
TIM
337
Tortoise Investment Management
New York
$11.3M -$298K -7,629 -3%
AW
338
Avion Wealth
Texas
$11M -$487K -12,468 -4%
GAM
339
Gemmer Asset Management
California
$11M +$280K +7,179 +3%
AWM
340
Axxcess Wealth Management
California
$11M +$4.96M +127,129 +85%
HFA
341
Hippocratic Financial Advisors
California
$10.8M -$130K -3,339 -1%
AIA
342
AssuredPartners Investment Advisors
Florida
$10.6M +$509K +13,037 +5%
BJB
343
Broadhurst Jeffrey B
$10.6M +$10.5M +268,016 New
GCM
344
Gunpowder Capital Management
Maryland
$10.6M +$10.4M +267,062 New
CF
345
Conquis Financial
California
$10.4M +$2.38M +60,888 +30%
RWI
346
Red Wave Investments
Pennsylvania
$10.4M -$79.6K -2,040 -0.8%
HA
347
Heffernan Advisory
Arizona
$10.1M +$9.96M +255,100 New
FPCP
348
Fort Point Capital Partners
California
$10M -$419K -10,728 -4%
NA
349
Note Advisors
New York
$10M +$4.24M +108,690 +79%
SWM
350
Sterling Wealth Management
Illinois
$9.95M -$575K -14,731 -6%