We are live on ! Find out more
DFAC icon

Dimensional US Core Equity 2 ETF

1,149 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, 410 increasing their positions, 344 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: 410 | Existing positions reduced: 344

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: 1,0441,149 (+105)

3.32% more ownership

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

Holders
1,149
Holders Change
+105
Holders Change %
+10.06%
% of All Funds
13.98%
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
410
Reduced
344
Closed
32
Calls
$1.27M
Puts
$792K
Net Calls
+$479K
Net Calls Change
+$853K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modera Wealth Management
New Jersey
$192M -$5.79M -148,335 -3%
GM
27
GeoWealth Management
Illinois
$192M +$4.51M +115,567 +2%
VAS
28
Vestmark Advisory Solutions
Massachusetts
$190M +$6.58M +168,615 +4%
AC
29
AWM Capital
Arizona
$188M +$1.91M +48,980 +1%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$184M +$2.78M +71,269 +2%
Raymond James Financial
31
Raymond James Financial
Florida
$180M +$41.3M +1,058,996 +30%
HFS
32
Heritage Financial Services
Massachusetts
$179M -$3.93M -100,620 -2%
HNWA
33
Henrickson Nauta Wealth Advisors
Michigan
$177M +$91.3M +2,337,937 +115%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$176M -$2.42M -61,892 -1%
ADL
35
Asset Dedication LLC
California
$172M +$3.45M +88,285 +2%
TWP
36
TFO Wealth Partners
Ohio
$169M +$5.94M +152,188 +4%
PFA
37
Pure Financial Advisors
California
$168M -$2.11M -54,177 -1%
SIM
38
Stratos Investment Management
Ohio
$161M +$4.05M +103,827 +3%
AAM
39
Austin Asset Management
Texas
$160M -$1.93M -49,499 -1%
EAM
40
Evanson Asset Management
California
$158M +$427K +10,941 +0.3%
Cerity Partners
41
Cerity Partners
New York
$158M -$1.68M -43,011 -1%
CPA
42
Cardiff Park Advisors
California
$157M -$5.55M -142,309 -3%
OIA
43
OneDigital Investment Advisors
Kansas
$156M +$13.1M +335,403 +9%
Mariner
44
Mariner
Kansas
$149M +$2.47M +63,208 +2%
DF
45
DecisionPoint Financial
Arizona
$148M +$7.99M +204,800 +6%
MSWM
46
McGlone Suttner Wealth Management
Wisconsin
$148M +$1.36M +34,725 +0.9%
TFP
47
Triune Financial Partners
Kansas
$148M -$1.03M -26,452 -0.7%
JWA
48
JFS Wealth Advisors
Pennsylvania
$148M +$10.7M +274,729 +8%
BEW
49
Burton Enright Welch
California
$146M +$5.81M +148,893 +4%
OFA
50
Onyx Financial Advisors
Idaho
$144M +$1.48M +38,022 +1%