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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
Fifth Third Bancorp
601
Fifth Third Bancorp
Ohio
$1.87M -$34.4K -882 -2%
BP
602
Ballentine Partners
Massachusetts
$1.83M
NRI
603
NFP Retirement Inc
California
$1.82M +$4.14K +106 +0.2%
RWM
604
Riverbend Wealth Management
South Carolina
$1.81M +$587K +15,049 +49%
CMP
605
Coston McIsaac & Partners
Maine
$1.8M +$120K +3,076 +7%
SWM
606
Selective Wealth Management
Virginia
$1.77M +$955K +24,464 +129%
Natixis Advisors
607
Natixis Advisors
Massachusetts
$1.76M +$257K +6,581 +17%
LOPW
608
Live Oak Private Wealth
North Carolina
$1.75M +$160K +4,099 +10%
PA
609
Parallel Advisors
California
$1.73M -$31.6K -810 -2%
WIA
610
World Investment Advisors
California
$1.72M +$189K +4,841 +13%
IAS
611
IMA Advisory Services
Colorado
$1.71M -$1.95K -50 -0.1%
CHJWM
612
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.7M
CIA
613
Concurrent Investment Advisors
Florida
$1.69M +$381K +9,754 +30%
RC
614
Roundview Capital
New Jersey
$1.67M +$3.83K +98 +0.2%
MW
615
Maia Wealth
Colorado
$1.67M +$1.61M +41,183 New
IIA
616
Integrity Investment Advisors
Colorado
$1.6M -$284K -7,287 -15%
SRB
617
Shotwell Rutter Baer
Michigan
$1.57M -$92.5K -2,371 -6%
VFIC
618
Valley Forge Investment Consultants
Pennsylvania
$1.57M
DEM
619
Disciplined Equity Management
Florida
$1.55M +$110K +2,820 +8%
TNBTD
620
Trustmark National Bank Trust Department
Mississippi
$1.55M
WAG
621
Wilkerson Advisory Group
Missouri
$1.55M +$1.52M +39,057 New
PA
622
Probity Advisors
Texas
$1.54M
MIAS
623
Mason Investment Advisory Services
Virginia
$1.54M -$9.02K -231 -0.6%
ECM
624
Evergreen Capital Management
Washington
$1.54M
SCTC
625
Sanibel Captiva Trust Company
Florida
$1.53M