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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
PA
351
PFG Advisors
Arizona
$9.78M -$102K -2,622 -1%
TWP
352
Triad Wealth Partners
Kansas
$9.61M +$1.06M +27,218 +13%
WFA
353
Websterrogers Financial Advisors
South Carolina
$9.54M -$84.3K -2,159 -0.9%
CA
354
Clune & Associates
Illinois
$9.47M +$498K +12,765 +6%
LA
355
Legacy Advisors
Pennsylvania
$9.44M
CNC
356
Citizens & Northern Corp
Pennsylvania
$9.42M +$219K +5,622 +2%
BC
357
BDFS Capital
Delaware
$9.35M +$9.21M +236,084 New
SPI
358
Sutton Place Investors
New York
$9.28M +$20.1K +515 +0.2%
AWM
359
Arista Wealth Management
Nevada
$9.26M +$429 +11 +0%
IFA
360
Index Fund Advisors
California
$9.2M +$4.83M +123,714 +114%
PFS
361
Professional Financial Solutions
Virginia
$9.07M +$8.94M +228,982 New
PAG
362
Poinciana Advisors Group
Florida
$8.88M -$42K -1,077 -0.5%
Wells Fargo
363
Wells Fargo
California
$8.79M +$746K +19,110 +9%
WWM
364
Woodside Wealth Management
Massachusetts
$8.71M +$4.8K +123 +0.1%
IAG
365
Investmark Advisory Group
Connecticut
$8.7M -$67.6K -1,733 -0.8%
FFP
366
Freedom Financial Partners
Minnesota
$8.67M -$62K -1,589 -0.7%
CA
367
CGN Advisors
Kansas
$8.4M -$491K -12,591 -6%
BA
368
Bridgewater Advisors
New York
$8.38M -$200K -5,128 -2%
VWA
369
VSM Wealth Advisory
Maryland
$8.35M +$82.5K +2,114 +1%
OC
370
Optima Capital
Oregon
$8.11M -$66K -1,691 -0.8%
MFC
371
Morris Financial Concepts
South Carolina
$8.08M -$1.79K -46 -0%
AFP
372
Arnold Financial Planning
Iowa
$8.04M +$7.93M +203,159 New
SIS
373
Strategic Investment Solutions
Illinois
$8.02M -$4.19M -107,267 -35%
EP
374
Essential Planning
New Hampshire
$7.95M +$1.81M +46,395 +30%
ACS
375
Archford Capital Strategies
Illinois
$7.75M +$125K +3,205 +2%