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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
MA
451
McGrath & Associates
North Carolina
$4.54M +$342K +8,763 +8%
PTC
452
Private Trust Company
Ohio
$4.54M +$252K +6,455 +6%
NP
453
NorthRock Partners
Minnesota
$4.45M +$3.3M +84,434 +303%
BI
454
BluePrint Investing
California
$4.42M +$4.36M +111,626 New
AC
455
AlphaCore Capital
California
$4.42M -$77.2K -1,978 -2%
Vanguard Group
456
Vanguard Group
Pennsylvania
$4.41M
HAG
457
HighPoint Advisor Group
Illinois
$4.41M +$4.35M +111,422 New
BW
458
Balance Wealth
Ohio
$4.35M -$72.4K -1,856 -2%
TNA
459
True North Advisors
Texas
$4.32M +$1.14M +29,273 +37%
CCA
460
Clarity Capital Advisors
Florida
$4.31M +$3.71K +95 +0.1%
EMC
461
Everest Management Corp
California
$4.28M -$234K -6,000 -5%
KOMWMG
462
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.28M -$277K -7,098 -6%
MAM
463
McCarthy Asset Management
California
$4.24M -$2.03M -52,076 -33%
SWA
464
Stratos Wealth Advisors
Ohio
$4.23M +$7.81K +200 +0.2%
ACM
465
Advisors Capital Management
New Jersey
$4.16M
AWMM
466
Aegis Wealth Management (Maryland)
Maryland
$4.14M +$214K +5,474 +6%
CAM
467
Clark Asset Management
New Hampshire
$4.13M -$24.9K -639 -0.6%
BAM
468
Belleair Asset Management
Florida
$4.12M +$4.06M +104,045 New
MWM
469
Meridian Wealth Management
Kentucky
$4.07M -$36.8K -944 -0.9%
RPGK
470
Retirement Planning Group (Kansas)
Kansas
$4.05M +$351 +9 +0%
TCWM
471
Total Clarity Wealth Management
Illinois
$4.04M +$6.83K +175 +0.2%
IW
472
Integrated Wealthcare
North Carolina
$3.98M +$3.93M +100,641 New
FWM
473
Forteris Wealth Management
New York
$3.93M +$3.87M +99,261 New
CSP
474
Cary Street Partners
Virginia
$3.91M -$1.02M -26,109 -21%
CRC
475
Curi RMB Capital
Illinois
$3.87M +$781 +20 +0%