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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 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
VWA
401
Valued Wealth Advisors
Utah
$6.13M -$25.5K -653 -0.4%
FFG
402
First Financial Group
North Carolina
$6.11M -$291K -7,466 -5%
WA
403
Wealth Architects
California
$6.09M +$140K +3,575 +2%
IWS
404
Integrity Wealth Solutions
Colorado
$5.96M -$13.2K -338 -0.2%
GAM
405
GEM Asset Management
Michigan
$5.95M +$102K +2,608 +2%
AWP
406
Abacus Wealth Partners
California
$5.95M -$51K -1,307 -0.9%
HWM
407
HBE Wealth Management
Nebraska
$5.93M +$5.85M +149,817 New
PFG
408
Prospect Financial Group
Virginia
$5.92M +$16.7K +428 +0.3%
EAN
409
Excelsior Advisor Network
Colorado
$5.79M +$5.71M +146,217 New
WWM
410
Western Wealth Management
Colorado
$5.78M +$278K +7,130 +5%
RPCA
411
Running Point Capital Advisors
California
$5.72M -$94.7K -2,425 -2%
MCM
412
MAI Capital Management
Ohio
$5.69M -$15.5K -398 -0.3%
MFIM
413
Mesirow Financial Investment Management
Illinois
$5.67M -$4.27M -109,327 -43%
Northern Trust
414
Northern Trust
Illinois
$5.62M +$476K +12,202 +9%
OP
415
Oath Planning
Oklahoma
$5.6M +$5.52M +141,482 New
AWM
416
Apollon Wealth Management
South Carolina
$5.6M -$246K -6,300 -4%
AWS
417
Alliance Wealth Strategies
Virginia
$5.59M +$5.51M +141,178 New
PWA
418
Physician Wealth Advisors
Utah
$5.53M -$200K -5,127 -4%
AWM
419
Aprio Wealth Management
Georgia
$5.52M -$78.5K -2,010 -1%
AWM
420
AE Wealth Management
Kansas
$5.51M +$793K +20,315 +17%
AWM
421
Ariadne Wealth Management
California
$5.49M -$135K -3,470 -3%
KF
422
Krilogy Financial
Missouri
$5.38M -$30.7K -786 -0.6%
GWMR
423
GC Wealth Management RIA
Massachusetts
$5.35M -$203K -5,200 -4%
WRPWM
424
Werba Rubin Papier Wealth Management
California
$5.35M +$248K +6,357 +5%
W
425
WPWealth
Texas
$5.35M -$185K -4,742 -3%