We are live on ! Find out more
DFAC icon

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 156 funds opening new positions, 411 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: 411 | 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: 1,0451,151 (+106)

3.32% more ownership

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

Holders
1,151
Holders Change
+106
Holders Change %
+10.14%
% 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
156
Increased
411
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
MGW
376
MB Generational Wealth
Washington
$7.67M +$3.66M +93,716 +94%
BFG
377
Berger Financial Group
Minnesota
$7.61M +$228K +5,832 +3%
SEI Investments
378
SEI Investments
Pennsylvania
$7.34M +$1.45M +37,207 +25%
AAG
379
Asset Advisory Group
New Jersey
$7.32M +$7.22M +185,000 New
IA
380
IFG Advisors
Missouri
$7.3M -$20.5K -524 -0.3%
NHC
381
Nicholas Hoffman & Company
Georgia
$7.08M -$103K -2,648 -1%
Qube Research & Technologies (QRT)
382
Qube Research & Technologies (QRT)
United Kingdom
$7.05M +$3.95M +101,123 +131%
Citigroup
383
Citigroup
New York
$7.04M +$1.33M +34,147 +24%
GRP
384
Global Retirement Partners
California
$7.01M +$17.3K +444 +0.3%
HWA
385
HMV Wealth Advisors
Louisiana
$6.98M -$153K -3,932 -2%
PWS
386
Physician Wealth Solutions
Nevada
$6.74M -$1.42M -36,484 -18%
Brown Advisory
387
Brown Advisory
Maryland
$6.71M +$2.47M +63,329 +60%
KRW
388
Kaufman Rossin Wealth
Florida
$6.69M -$67.6K -1,731 -1%
TCA
389
Transcend Capital Advisors
New Jersey
$6.65M -$158K -4,042 -2%
MF
390
Montis Financial
Massachusetts
$6.58M -$294K -7,533 -4%
BCM
391
Brookstone Capital Management
Illinois
$6.58M +$397K +10,182 +7%
VVP
392
Venture Visionary Partners
Ohio
$6.47M +$126K +3,233 +2%
BWA
393
BlueSky Wealth Advisors
North Carolina
$6.46M
TFP
394
TrueWealth Financial Partners
Washington
$6.44M +$6.35M +162,753 New
TBF
395
True Blue Financial
Michigan
$6.42M +$6.33M +162,252 New
BTWM
396
Baker Tilly Wealth Management
Wisconsin
$6.42M -$7.77M -199,163 -55%
FC
397
Financial Council
Maryland
$6.35M +$300K +7,698 +5%
KFGG
398
Keystone Financial Group (Georgia)
Georgia
$6.31M +$1.65M +42,374 +36%
MT
399
Midwest Trust
Kansas
$6.24M -$94.6K -2,423 -2%
SFS
400
Sowell Financial Services
Arkansas
$6.21M -$92.3K -2,366 -1%