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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
CWP
501
Concord Wealth Partners
Virginia
$3.3M +$26.1K +668 +0.8%
FI
502
Financial Insights
Washington
$3.28M -$247K -6,340 -7%
WP
503
Wealthspan Partners
Iowa
$3.28M -$155K -3,983 -5%
SIC
504
Samalin Investment Counsel
New York
$3.28M +$131K +3,349 +4%
KA
505
Kure Advisory
Minnesota
$3.25M -$6.28K -161 -0.2%
CG
506
Caprock Group
Idaho
$3.23M +$2.65K +68 +0.1%
PWMG
507
Pioneer Wealth Management Group
Texas
$3.23M +$2.85K +73 +0.1%
CSB
508
City State Bank
Iowa
$3.21M +$108K +2,771 +4%
2L
509
25 LLC
Missouri
$3.15M -$976 -25 -0%
CAM
510
Cresset Asset Management
Illinois
$3.15M -$8.45M -216,518 -73%
HTWM
511
Hartmann Taylor Wealth Management
Texas
$3.15M
AFC
512
Ares Financial Consulting
California
$3.12M +$3.08M +78,834 New
EW
513
Evoke Wealth
California
$3.1M +$55.5K +1,421 +2%
PCA
514
Pallas Capital Advisors
Massachusetts
$2.95M -$53.9K -1,380 -2%
PP
515
Prosperity Planning
Missouri
$2.95M -$689K -17,641 -19%
LAM
516
L2 Asset Management
Massachusetts
$2.92M +$2.88M +73,846 New
AM
517
Atwater Malick
Pennsylvania
$2.89M +$6.4K +164 +0.2%
KFP
518
Keener Financial Planning
Texas
$2.89M +$404K +10,355 +17%
BAAM
519
Baker Avenue Asset Management
California
$2.88M
LCM
520
Liberty Capital Management
Michigan
$2.86M
MWM
521
Marietta Wealth Management
Georgia
$2.86M
NB
522
Nicolet Bankshares
Wisconsin
$2.84M +$1.33M +34,004 +90%
SA
523
Seneschal Advisors
Washington
$2.83M -$212K -5,435 -7%
W
524
WealthCollab
Washington
$2.83M
YWS
525
Yarger Wealth Strategies
Ohio
$2.81M -$18.9K -483 -0.7%