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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
RA
651
Rise Advisors
New York
$1.3M +$2.97K +76 +0.2%
SA
652
Sanctuary Advisors
Indiana
$1.29M +$50.2K +1,285 +4%
FSWA
653
Financial Synergies Wealth Advisors
Texas
$1.29M +$2.89K +74 +0.2%
CB
654
Commerce Bank
Missouri
$1.28M +$5.15K +132 +0.4%
AIP
655
Almanack Investment Partners
Pennsylvania
$1.28M -$23.6K -605 -2%
CFO
656
Collective Family Office
Pennsylvania
$1.28M
CPCP
657
Cedar Point Capital Partners
Iowa
$1.28M
LBC
658
Lowe Brockenbrough & Co
Virginia
$1.27M
O3W
659
Omni 360 Wealth
New Jersey
$1.26M +$859 +22 +0.1%
IA
660
IFP Advisors
Florida
$1.26M +$12.7K +325 +1%
HWA
661
Heritage Wealth Advisors
Virginia
$1.25M -$29.2K -747 -2%
RF
662
rebel Financial
Ohio
$1.25M +$1.23M +31,596 New
Bank of New York Mellon
663
Bank of New York Mellon
New York
$1.25M
FWA
664
FSM Wealth Advisors
Ohio
$1.23M +$390 +10 +0%
HPA
665
High Probability Advisors
New York
$1.22M
CPW
666
Cogent Private Wealth
Florida
$1.22M +$1.2M +30,698 New
SF
667
Symphony Financial
Texas
$1.21M +$2.73K +70 +0.2%
TP
668
Tranquility Partners
Tennessee
$1.21M -$5.86K -150 -0.5%
WBG
669
Wharton Business Group
Pennsylvania
$1.2M
MA
670
Montag & Associates
Georgia
$1.2M
KPWS
671
Kestra Private Wealth Services
Texas
$1.2M -$761K -19,509 -39%
VCP
672
Verus Capital Partners
Arizona
$1.18M +$15.9K +408 +1%
LG
673
LAM Group
Oregon
$1.18M -$265K -6,780 -19%
HW
674
Hancock Whitney
Mississippi
$1.17M -$17.1K -439 -1%
CWS
675
Confluence Wealth Services
Pennsylvania
$1.15M +$148K +3,790 +15%