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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
UWM
476
USAdvisors Wealth Management
Minnesota
$3.82M -$199K -5,104 -5%
OCM
477
Orion Capital Management
California
$3.78M -$6.44K -165 -0.2%
VCP
478
Vista Capital Partners
Oregon
$3.76M -$354K -9,074 -9%
Tudor Investment Corp
479
Tudor Investment Corp
Connecticut
$3.75M +$2.63M +67,376 +245%
IFS
480
Intelligent Financial Strategies
Minnesota
$3.72M +$1.83K +47 +0.1%
WPC
481
Wedmont Private Capital
Pennsylvania
$3.71M +$672K +17,206 +23%
MSWM
482
Mowery & Schoenfeld Wealth Management
Illinois
$3.69M -$98.7K -2,529 -3%
CMBA
483
C.M. Bidwell & Associates
Hawaii
$3.69M +$36.3K +929 +1%
SWGC
484
Summit Wealth Group (Colorado)
Colorado
$3.66M +$3.61M +92,480 New
AFA
485
Allium Financial Advisors
Oregon
$3.64M
NAS
486
Nicolet Advisory Services
Wisconsin
$3.63M -$839K -21,488 -19%
CL
487
Choreo LLC
Illinois
$3.57M +$321K +8,220 +10%
Jones Financial Companies
488
Jones Financial Companies
Missouri
$3.56M +$749K +19,200 +27%
NA
489
Nautilus Advisors
California
$3.54M +$63.9K +1,638 +2%
BFA
490
Buttonwood Financial Advisors
Maryland
$3.49M
EFH
491
Eaton Financial Holdings
Florida
$3.45M +$296K +7,589 +10%
Lido Advisors
492
Lido Advisors
California
$3.45M
FCH
493
Freestone Capital Holdings
Washington
$3.45M -$117 -3 -0%
WFA
494
WestHill Financial Advisors
California
$3.44M
OFO
495
OneAscent Family Office
Alabama
$3.43M +$7.77K +199 +0.2%
DAS
496
Diversify Advisory Services
Utah
$3.42M +$2.26M +57,902 +222%
LCWP
497
Legacy Capital Wealth Partners
Arkansas
$3.41M -$34.7K -889 -1%
LFAS
498
Level Four Advisory Services
Texas
$3.37M -$150K -3,855 -4%
AIS
499
Accredited Investor Services
Minnesota
$3.32M -$9.41K -241 -0.3%
LWM
500
LJI Wealth Management
Indiana
$3.31M +$2.54M +65,099 +353%