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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
E
426
EntreWealth
Texas
$5.29M -$479K -12,267 -9%
HCM
427
Hutchinson Capital Management
California
$5.29M -$115K -2,950 -2%
HWMC
428
Heritage Wealth Management (California)
California
$5.21M -$28.5K -731 -0.6%
RW
429
RVW Wealth
California
$5.09M -$558K -14,289 -10%
BI
430
Beckerman Institutional
New Jersey
$5.08M +$169K +4,333 +3%
RA
431
RFG Advisory
Alabama
$5.07M -$244K -6,253 -5%
CIA
432
Caerus Investment Advisors
Texas
$4.99M
KAM
433
Knightsbridge Asset Management
California
$4.97M -$157K -4,011 -3%
TCRG
434
Twin Cities Retirement Group
Minnesota
$4.97M +$4.9M +125,454 New
IC
435
IEQ Capital
California
$4.96M -$24.4K -624 -0.5%
SPIA
436
Steward Partners Investment Advisory
New York
$4.91M +$38K +973 +0.8%
SDWIA
437
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.9M -$236K -6,058 -5%
WB
438
WesBanco Bank
West Virginia
$4.88M -$22.9K -586 -0.5%
AFA
439
Alpha Financial Advisors
North Carolina
$4.83M -$36K -923 -0.8%
ACA
440
Aptus Capital Advisors
Alabama
$4.78M -$365K -9,362 -7%
PFS
441
Prospera Financial Services
Texas
$4.76M +$803K +20,562 +21%
DADC
442
D.A. Davidson & Co
Montana
$4.74M -$78.7K -2,016 -2%
TFA
443
Tranquilli Financial Advisor
New Jersey
$4.73M +$49.3K +1,262 +1%
OSAM
444
O'Shaughnessy Asset Management
Connecticut
$4.73M -$74.7K -1,914 -2%
PGFC
445
Peapack-Gladstone Financial Corp
New Jersey
$4.65M +$1.71M +43,690 +59%
MWML
446
M Wealth Management LLC
California
$4.62M -$378K -9,680 -8%
APWA
447
Atlas Private Wealth Advisors
New Jersey
$4.62M +$413K +10,587 +10%
CW
448
Curio Wealth
Maryland
$4.59M +$428K +10,955 +11%
AWA
449
Arbor Wealth Advisors
Michigan
$4.58M
MA
450
Mutual Advisors
Nebraska
$4.57M -$36.7K -941 -0.8%