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Dimensional US Core Equity 2 ETF

1,150 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, 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: 410 | 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: 1,0441,150 (+106)

3.32% more ownership

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

Holders
1,150
Holders Change
+106
Holders Change %
+10.15%
% of All Funds
13.99%
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
345
Closed
32
Calls
$1.27M
Puts
$792K
Net Calls
+$479K
Net Calls Change
+$853K
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
826
Independent Financial Group
California
$583K +$17.4K +446 +3%
NC
827
North Capital
Utah
$579K -$9.76K -250 -2%
PA
828
Pinnacle Associates
New York
$578K +$27.9K +715 +5%
CPA
829
Capital Planning Advisors
California
$578K +$570K +14,598 New
VH
830
Visionary Horizons
Tennessee
$577K -$1.56K -40 -0.3%
BIA
831
Barry Investment Advisors
Massachusetts
$575K +$781 +20 +0.1%
RA
832
Rockingstone Advisors
Massachusetts
$573K
VA
833
Valmark Advisers
Ohio
$568K +$19.2K +493 +4%
Bank of Montreal
834
Bank of Montreal
Ontario, Canada
$559K
GWANC
835
Guardian Wealth Advisors (North Carolina)
North Carolina
$558K +$39 +1 +0%
GCA
836
Greenwood Capital Associates
South Carolina
$558K
SPC
837
Sigma Planning Corp
Michigan
$557K +$1.29K +33 +0.2%
HFA
838
Highland Financial Advisors
New Jersey
$557K -$4.14K -106 -0.7%
P
839
&Partners
Tennessee
$556K +$174K +4,464 +47%
MFA
840
Morling Financial Advisors
California
$556K -$17.2K -440 -3%
WTB
841
Washington Trust Bank
Washington
$555K +$192K +4,911 +54%
DWP
842
Destiny Wealth Partners
Florida
$544K
FA
843
Fiduciary Alliance
South Carolina
$540K
LFG
844
Lockerman Financial Group
California
$535K
NW
845
NewEdge Wealth
Pennsylvania
$533K
MWM
846
Modern Wealth Management
Kansas
$533K -$44.4K -1,137 -8%
MAA
847
Mraz Amerine & Associates
California
$531K -$12.5K -320 -2%
YWM
848
Yoder Wealth Management
California
$531K -$297K -7,600 -36%
MFT
849
Moisand Fitzgerald Tamayo
Florida
$531K +$9.02K +231 +2%
HG
850
Harbor Group
New Hampshire
$528K -$18.9K -484 -4%