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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
SWMG
751
Sard Wealth Management Group
Georgia
$815K +$1.83K +47 +0.2%
KFSC
752
Keystone Financial Services (Colorado)
Colorado
$795K -$72.8K -1,865 -9%
SFS
753
Security Financial Services
Indiana
$789K -$7.49K -192 -1%
EFS
754
Essex Financial Services
Connecticut
$783K +$434K +11,119 +128%
RWM
755
Revisor Wealth Management
Ohio
$783K
BF
756
bLong Financial
Tennessee
$783K
WTA
757
Washington Trust Advisors
Massachusetts
$773K +$468 +12 +0.1%
GTWM
758
Global Trust Wealth Management
Florida
$770K +$760K +19,461 New
EWP
759
Elevation Wealth Partners
California
$769K -$82.5K -2,115 -10%
SRC
760
Sage Rhino Capital
California
$768K +$2.3K +59 +0.3%
MFG
761
Mendota Financial Group
Wisconsin
$765K -$15.7K -401 -2%
KAS
762
KPP Advisory Services
Kentucky
$764K
AHC
763
Anderson Hoagland & Co
Missouri
$762K
ML
764
Mayport LLC
Massachusetts
$752K +$742K +19,005 New
SF
765
Summit Financial
New Jersey
$752K +$312 +8 +0%
SEIA
766
Signature Estate & Investment Advisors
California
$745K +$937 +24 +0.1%
PS
767
Principal Securities
Iowa
$740K -$58.2K -1,491 -7%
IWA
768
Icon Wealth Advisors
Texas
$739K -$937K -24,000 -56%
JIC
769
Johnson Investment Counsel
Ohio
$739K
SHF
770
Stage Harbor Financial
Massachusetts
$733K
CSIC
771
Clifford Swan Investment Counsel
California
$733K -$53.9K -1,380 -7%
ACM
772
AlphaStar Capital Management
North Carolina
$724K +$714K +18,293 New
TRCT
773
Tower Research Capital (TRC)
New York
$722K -$154K -3,954 -18%
CCIA
774
Cherry Creek Investment Advisors
Colorado
$719K
NPAN
775
Northeast Planning Associates NH
New Hampshire
$718K -$15K -384 -2%