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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
AIM
626
Archer Investment Management
Texas
$1.52M -$381K -9,760 -20%
SSW
627
Stone Summit Wealth
Florida
$1.51M -$92.1K -2,359 -6%
LA
628
Lifeworks Advisors
Michigan
$1.49M +$12.9K +330 +0.9%
PWC
629
Pathfinder Wealth Consulting
North Carolina
$1.49M +$1.47M +37,608 New
SIA
630
SeaBridge Investment Advisors
New Jersey
$1.49M -$19.2K -493 -1%
CWM
631
Connecticut Wealth Management
Connecticut
$1.48M
AFA
632
Avant Financial Advisors
Texas
$1.48M -$9.76K -250 -0.7%
UF
633
Univest Financial
Pennsylvania
$1.46M
VWM
634
Vermillion Wealth Management
Minnesota
$1.44M -$17.1K -439 -1%
MFWP
635
Mosaic Family Wealth Partners
Missouri
$1.43M -$8.39K -215 -0.6%
VPIM
636
Vanguard Personalized Indexing Management
California
$1.43M
SOS
637
Silver Oak Securities
Tennessee
$1.43M +$31.2K +799 +2%
BFP
638
Brewster Financial Planning
New York
$1.42M -$24.8K -636 -2%
QFA
639
Quantum Financial Advisors
California
$1.4M
FMC
640
First Merchants Corp
Indiana
$1.4M
AIM
641
Advyzon Investment Management
Illinois
$1.39M +$474K +12,138 +53%
WS
642
Wedbush Securities
California
$1.39M
FWI
643
Facet Wealth Inc
Maryland
$1.39M +$442K +11,327 +50%
KWM
644
Kingsview Wealth Management
Oregon
$1.38M +$3K +77 +0.2%
HSA
645
HBK Sorce Advisory
Pennsylvania
$1.35M +$1.28M +32,757 New
CFG
646
Cooper Financial Group
California
$1.34M +$150K +3,837 +13%
LNWTC
647
Laird Norton Wetherby Trust Company
Washington
$1.33M +$1.31M +33,583 New
EF
648
Exeter Financial
Arizona
$1.32M +$212K +5,428 +19%
SAW
649
Signal Advisors Wealth
Michigan
$1.31M +$1.29M +33,097 New
FF
650
Francis Financial
$1.3M +$703K +18,019 +121%