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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
APM
701
a16z Perennial Management
California
$1.05M
DCM
702
DGS Capital Management
New Jersey
$1.05M
AWP
703
Astra Wealth Partners
New Jersey
$1.05M
Envestnet Portfolio Solutions
704
Envestnet Portfolio Solutions
Illinois
$1.05M +$2.89K +74 +0.3%
FA
705
Fortis Advisors
Pennsylvania
$1.04M +$2.38K +61 +0.2%
BB
706
Busey Bank
Illinois
$1.03M +$162K +4,160 +19%
DJSG
707
D.J. St. Germain
Massachusetts
$1.03M
KA
708
Kovack Advisors
Florida
$1.03M +$206K +5,272 +26%
SHGA
709
Sand Hill Global Advisors
California
$1.02M -$32.8K -841 -3%
MWM
710
MGB Wealth Management
Texas
$1.02M +$2.34K +60 +0.2%
AAS
711
Ameritas Advisory Services
Nebraska
$1.02M +$681K +17,437 +210%
ACA
712
Affinity Capital Advisors
California
$1.02M
RB
713
Renasant Bank
Mississippi
$1.01M -$89.1K -2,283 -8%
MOS
714
MGO One Seven
Ohio
$1.01M -$9.64K -247 -1%
QCM
715
QRG Capital Management
Illinois
$1M +$463K +11,852 +88%
QWM
716
Quadcap Wealth Management
Texas
$999K +$984K +25,223 New
RPSA
717
Richard P. Slaughter Associates
Texas
$997K
BCP
718
Blue Chip Partners
Michigan
$990K +$2.26K +58 +0.2%
PFPG
719
Pinnacle Financial Partners (Georgia)
Georgia
$982K +$968K +24,802 New
GCA
720
Gradient Capital Advisors
California
$982K +$10.7K +273 +1%
CC
721
Citrine Capital
California
$971K +$29.9K +767 +3%
RG
722
RHL Group
Michigan
$970K +$956K +24,499 New
CA
723
CoreCap Advisors
Michigan
$960K +$39 +1 +0%
MWP
724
Meredith Wealth Planning
Illinois
$960K +$13.4K +343 +1%
CFS
725
CRA Financial Services
New Jersey
$958K