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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
QCIG
551
Quad-Cities Investment Group
Iowa
$2.4M +$62.6K +1,603 +3%
BF
552
Brooklyn FI
New York
$2.37M
CWA
553
Cascade Wealth Advisors
Washington
$2.36M -$24.6K -630 -1%
SFM
554
Signet Financial Management
New Jersey
$2.35M -$8.51K -218 -0.4%
GFWA
555
Grey Fox Wealth Advisors
Delaware
$2.32M -$28.6K -734 -1%
KCM
556
KM Capital Management
Texas
$2.32M +$5.27K +135 +0.2%
S
557
SignatureFD
Georgia
$2.3M +$1.38M +35,359 +155%
SDWMA
558
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.29M
SA
559
Stolz & Associates
Washington
$2.28M +$2.25M +57,546 New
HWM
560
HFG Wealth Management
Texas
$2.27M -$239K -6,125 -10%
PP
561
PDS Planning
Ohio
$2.27M
AWA
562
Aquire Wealth Advisors
Utah
$2.26M
Ameriprise
563
Ameriprise
Minnesota
$2.26M +$419K +10,725 +23%
AWP
564
Axis Wealth Partners
Rhode Island
$2.26M +$193K +4,943 +10%
CGPCS
565
Capital Group Private Client Services
California
$2.25M -$11.3M -288,337 -84%
KIM
566
Kestra Investment Management
Texas
$2.24M +$31.8K +814 +1%
FIM
567
Freedom Investment Management
Connecticut
$2.24M +$64.6K +1,655 +3%
OCA
568
OpenArc Corporate Advisory
Georgia
$2.22M +$2.19M +56,184 New
LFG
569
Larson Financial Group
Missouri
$2.21M +$4.49K +115 +0.2%
WWA
570
WCG Wealth Advisors
Nevada
$2.19M -$125K -3,212 -5%
KFAS
571
Keating Financial Advisory Services
Kansas
$2.16M +$2.13M +54,589 New
SWP
572
Strategic Wealth Partners
Ohio
$2.16M -$433K -11,087 -17%
NL
573
NorthAvenue LLC
Ohio
$2.14M +$2.11M +54,144 New
US Bancorp
574
US Bancorp
Minnesota
$2.14M -$245K -6,279 -10%
PFBT
575
Parkside Financial Bank & Trust
Missouri
$2.12M +$18K +461 +0.9%