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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
ATPW
526
Ashton Thomas Private Wealth
Arizona
$2.79M +$46K +1,178 +2%
TM
527
Torren Management
California
$2.78M +$2.74M +70,227 New
LWM
528
Lakeridge Wealth Management
Ohio
$2.77M -$261K -6,678 -9%
RCM
529
RB Capital Management
Nevada
$2.75M +$62.2K +1,594 +2%
MW
530
Merited Wealth
Florida
$2.74M +$2.71M +69,325 New
TIAA Trust, National Association
531
TIAA Trust, National Association
North Carolina
$2.74M -$77.5K -1,985 -3%
4WM
532
49 Wealth Management
Texas
$2.73M +$83.8K +2,148 +3%
SF
533
Strategent Financial
Virginia
$2.72M +$59.2K +1,518 +2%
BlackRock
534
BlackRock
New York
$2.7M +$1.25M +32,043 +89%
SWM
535
Seaside Wealth Management
California
$2.66M -$624 -16 -0%
RMDI
536
R.M. Davis Inc
Maine
$2.6M
CFG
537
Citizens Financial Group
Rhode Island
$2.58M -$149K -3,820 -6%
1WM
538
1900 Wealth Management
Texas
$2.57M -$294K -7,524 -10%
M&T Bank
539
M&T Bank
New York
$2.56M -$27.4K -701 -1%
SMA
540
Sage Mountain Advisors
Georgia
$2.55M
AWM
541
Accurate Wealth Management
Florida
$2.54M +$42.9K +1,100 +2%
TWM
542
TCFG Wealth Management
California
$2.54M -$197K -5,048 -7%
EWA
543
Exencial Wealth Advisors
Oklahoma
$2.53M -$208K -5,331 -8%
EWP
544
E-Wealth Partners
Minnesota
$2.53M +$2.49M +63,817 New
CTC
545
Central Trust Company
Missouri
$2.53M +$50.4K +1,292 +2%
HIP
546
HUB Investment Partners
Texas
$2.5M -$308K -7,888 -11%
NWP
547
NerdWallet Wealth Partners
New York
$2.48M
ACP
548
Aviance Capital Partners
Florida
$2.46M +$4.41K +113 +0.2%
FWP
549
Family Wealth Partners
North Carolina
$2.45M
AFA
550
Amicus Financial Advisors
Texas
$2.45M +$2.42M +61,929 New