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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
NFG
676
Northeast Financial Group
Pennsylvania
$1.15M -$156 -4 -0%
BIG
677
Brooklyn Investment Group
New York
$1.15M -$11.9K -305 -1%
JWCA
678
J.W. Cole Advisors
Florida
$1.15M -$423K -10,837 -17%
SA
679
Stewardship Advisors
Pennsylvania
$1.15M -$50.2K -1,286 -4%
GCM
680
Gibraltar Capital Management
Oklahoma
$1.15M +$35.8K +916 +3%
VFG
681
Victory Financial Group
Texas
$1.14M +$1.12M +28,814 New
OWP
682
Obermeyer Wealth Partners
Colorado
$1.14M
HH
683
Hilltop Holdings
Texas
$1.13M +$375K +9,606 +51%
TCM
684
TruNorth Capital Management
Michigan
$1.13M
ASN
685
Advisory Services Network
Georgia
$1.13M +$74.4K +1,905 +7%
JC
686
JB Capital
Connecticut
$1.13M +$2.07K +53 +0.2%
BAM
687
Belpointe Asset Management
Nevada
$1.13M +$892K +22,856 +408%
FCA
688
Fortis Capital Advisors
Kansas
$1.13M +$1.11M +28,458 New
WT
689
Washington Trust
Rhode Island
$1.13M
DI
690
Disciplined Investors
Texas
$1.12M +$1.44K +37 +0.1%
APC
691
Aspire Private Capital
North Carolina
$1.11M -$210K -5,377 -16%
PIA
692
Perennial Investment Advisors
California
$1.11M -$859 -22 -0.1%
EFL
693
ERn Financial LLC
Wisconsin
$1.1M -$4.8K -123 -0.4%
BTI
694
Blue Trust Inc
Georgia
$1.1M +$78.6K +2,013 +8%
FWM
695
FFT Wealth Management
Pennsylvania
$1.1M
CIBC Private Wealth Group
696
CIBC Private Wealth Group
Georgia
$1.1M +$130K +3,342 +14%
S4W
697
Solutions 4 Wealth
Texas
$1.09M +$143K +3,669 +15%
TP
698
Trailhead Planners
Minnesota
$1.07M +$1.05M +26,996 New
OPWM
699
Oakwell Private Wealth Management
Texas
$1.06M -$38.9K -996 -4%
MCA
700
Magnolia Capital Advisors
Mississippi
$1.06M -$15.7K -403 -1%