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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
CCM
576
Coldstream Capital Management
Washington
$2.11M -$77.6K -1,989 -4%
PNC Financial Services Group
577
PNC Financial Services Group
Pennsylvania
$2.1M
SWA
578
Sterling Wealth Advisors
Florida
$2.08M +$580K +14,866 +40%
AFA
579
American Financial Advisors
Georgia
$2.08M +$4.72K +121 +0.2%
AO
580
Advisor OS
Illinois
$2.07M +$1.25K +32 +0.1%
MA
581
MJP Associates
Connecticut
$2.07M +$1.25K +32 +0.1%
SI
582
Stirlingshire Investments
New York
$2.06M +$2.03M +52,038 New
CIM
583
Capital Investment Management
Missouri
$2.06M +$2.03M +51,982 New
GOCP
584
Great Oak Capital Partners
Massachusetts
$2.06M -$118K -3,030 -6%
RWM
585
Rialto Wealth Management
New York
$2.05M +$696K +17,827 +52%
CCA
586
Cadent Capital Advisors
Oklahoma
$2.04M
Susquehanna International Group
587
Susquehanna International Group
Pennsylvania
$2.02M -$2.12M -54,403 -52%
CPC
588
Cookson Peirce & Co
Pennsylvania
$2.02M -$98.4K -2,522 -5%
CCWM
589
Cassaday & Co Wealth Management
Virginia
$2.01M
LWM
590
Level Wealth Management
North Carolina
$2.01M -$49.1K -1,259 -2%
SB
591
Strategic Blueprint
Georgia
$2.01M -$24.7K -632 -1%
SWM
592
Shakespeare Wealth Management
Wisconsin
$1.97M +$25.3K +648 +1%
LHP
593
Lexington Hill Partners
Texas
$1.97M +$1.94M +49,667 New
CWMK
594
Caliber Wealth Management (Kansas)
Kansas
$1.96M +$312 +8 +0%
BHWM
595
Beaird Harris Wealth Management
Texas
$1.96M +$624 +16 +0%
OW
596
Olistico Wealth
Oklahoma
$1.94M
LPFG
597
Landing Point Financial Group
Ohio
$1.89M -$30.3K -777 -2%
S
598
Storgate
Texas
$1.88M +$1.86M +47,540 New
OC
599
Oakworth Capital
Alabama
$1.88M -$39K -999 -2%
CAG
600
Csenge Advisory Group
Florida
$1.87M +$60.8K +1,559 +3%