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Dimensional US Core Equity 2 ETF

1,149 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, 410 increasing their positions, 344 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: 410 | Existing positions reduced: 344

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: 1,0441,149 (+105)

3.32% more ownership

Funds ownership: 77.45%80.77% (+3.3%)

Holders
1,149
Holders Change
+105
Holders Change %
+10.06%
% of All Funds
13.98%
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
410
Reduced
344
Closed
32
Calls
$1.27M
Puts
$792K
Net Calls
+$479K
Net Calls Change
+$853K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$143M +$4.33M +110,854 +3%
UWM
52
United Wealth Management
Virginia
$143M +$2.7M +69,162 +2%
PAS
53
Park Avenue Securities
New York
$142M +$8.66M +221,753 +7%
RIM
54
Rockbridge Investment Management
New York
$140M +$5.62M +143,932 +4%
VBA
55
von Borstel & Associates
Oregon
$136M +$493K +12,629 +0.4%
FPI
56
Financial Plan Inc
Washington
$132M +$130M +3,337,061 New
ZF
57
Zhang Financial
Michigan
$131M +$1.2M +30,820 +0.9%
Betterment LLC
58
Betterment LLC
New York
$130M +$4.1M +105,022 +3%
SSC
59
Syverson Strege & Co
Iowa
$128M -$1.15M -29,579 -0.9%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$123M -$1.38M -35,371 -1%
Financial Engines Advisors
61
Financial Engines Advisors
California
$121M -$4.16M -106,541 -3%
CSIA
62
Conrad Siegel Investment Advisors
Pennsylvania
$120M -$1.27M -32,545 -1%
CWM
63
Core Wealth Management
Florida
$120M -$473K -12,114 -0.4%
CCA
64
Catalyst Capital Advisors
New York
$116M
MRC
65
Millburn Ridgefield Corp
New York
$116M
BWA
66
BCU Wealth Advisors
Illinois
$115M +$3.37M +86,318 +3%
AFG
67
Altiora Financial Group
Ohio
$115M -$2.46M -62,960 -2%
PCA
68
Prosperity Capital Advisors
Ohio
$112M -$46.8M -1,199,323 -30%
B
69
BetterWealth
California
$111M +$935K +23,959 +0.9%
PAG
70
Private Advisor Group
New Jersey
$109M +$7.45M +190,753 +7%
RIP
71
RAM Investment Partners
Washington
$108M +$316K +8,093 +0.3%
IAS
72
Integrity Advisory Solutions
Texas
$108M +$9.64M +246,950 +10%
NCM
73
New Capital Management
Texas
$105M +$351K +8,985 +0.3%
WIM
74
Warwick Investment Management
Texas
$103M +$6.33M +162,163 +7%
HIA
75
HFM Investment Advisors
New Jersey
$102M +$1.2M +30,834 +1%