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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
CWA
801
CogentBlue Wealth Advisors
Tennessee
$663K
First Trust Advisors
802
First Trust Advisors
Illinois
$661K +$312 +8 +0%
CAM
803
CPA Asset Management
Florida
$660K
EA
804
Evolution Advisers
Virginia
$660K
WA
805
WBH Advisory
Maryland
$652K
CA
806
Calton & Associates
Florida
$644K +$635K +16,274 New
BF
807
Baring Financial
Washington
$644K -$5.31M -136,008 -89%
MC
808
Moors & Cabot
Massachusetts
$642K
DWM
809
Destination Wealth Management
California
$641K -$39.1K -1,002 -6%
CFG
810
Chapman Financial Group
Hawaii
$640K
HFA
811
Hershey Financial Advisers
Pennsylvania
$638K +$5.62K +144 +0.9%
MFG
812
Magnus Financial Group
New York
$632K -$4.02K -103 -0.6%
TPI
813
Trust Point Inc
Wisconsin
$631K
TIA
814
Traphagen Investment Advisors
New Jersey
$629K +$1.44K +37 +0.2%
TF
815
Threadgill Financial
Texas
$622K
GFPC
816
Global Financial Private Client
Florida
$615K +$607K +15,544 New
SFC
817
SYM Financial Corp
Indiana
$612K -$429 -11 -0.1%
ATC
818
Argent Trust Co
Tennessee
$608K -$125K -3,211 -17%
VW
819
Vantus Wealth
Pennsylvania
$606K +$597K +15,302 New
BW
820
BostonPremier Wealth
Massachusetts
$605K +$1.37K +35 +0.2%
PCA
821
Providence Capital Advisors
North Carolina
$602K
BWP
822
Balboa Wealth Partners
Arizona
$598K -$624 -16 -0.1%
JFGLC
823
Johnson Financial Group LLC (Colorado)
Colorado
$597K
AG
824
Ascent Group
Virginia
$596K -$16.6K -426 -3%
BRWA
825
B. Riley Wealth Advisors
Florida
$593K -$4.8K -123 -0.8%