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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
Empower Advisory Group
726
Empower Advisory Group
Colorado
$954K +$411K +10,536 +78%
CWM
727
CarsonAllaria Wealth Management
Illinois
$949K -$859 -22 -0.1%
SRSA
728
S.R. Schill & Associates
Washington
$948K +$2.15K +55 +0.2%
National Bank of Canada
729
National Bank of Canada
Quebec, Canada
$943K +$167K +4,267 +22%
MEG
730
Millstone Evans Group
Colorado
$928K +$16.9K +434 +2%
EWA
731
Elevate Wealth Advisory
Georgia
$918K -$3.36K -86 -0.4%
BAWC
732
Boyce & Associates Wealth Consulting
Texas
$912K +$97K +2,486 +12%
GHA
733
GW Henssler & Associates
Georgia
$912K
PWA
734
Pitcairn Wealth Advisors
Pennsylvania
$895K +$882K +22,603 New
MPAM
735
Murphy Pohlad Asset Management
Minnesota
$891K
EIA
736
Eldridge Investment Advisors
New Hampshire
$887K +$47.6K +1,219 +6%
QPWM
737
Quadrant Private Wealth Management
Pennsylvania
$886K
BFA
738
Beacon Financial Advisory
Ohio
$882K -$104K -2,676 -11%
C
739
Certuity
Florida
$871K
YWM
740
Yardley Wealth Management
Pennsylvania
$869K -$4.41K -113 -0.5%
NWA
741
Northwest Wealth Advisors
Washington
$855K +$843K +21,595 New
BTW
742
Boston Trust Walden
Massachusetts
$853K
EFMC
743
Empire Financial Management Company
New York
$853K +$841K +21,537 New
SFC
744
Sprinkle Financial Consultants
Colorado
$847K +$1.99K +51 +0.2%
HFS
745
Hopwood Financial Services
Virginia
$844K -$40.7K -1,044 -5%
CCMG
746
Clark Capital Management Group
Pennsylvania
$839K -$16.5K -422 -2%
KP
747
Keel Point
Alabama
$838K -$20.3K -521 -2%
DCM
748
Donaldson Capital Management
Indiana
$836K +$15.7K +403 +2%
SPA
749
Shore Point Advisors
New Jersey
$835K -$859 -22 -0.1%
PIFP
750
Partners in Financial Planning
Virginia
$826K +$1.05K +27 +0.1%