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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 157 funds opening new positions, 410 increasing their positions, 345 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

391% more first-time investments, than exits

New positions opened: 157 | 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: 1,0441,151 (+107)

3.32% more ownership

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

Holders
1,151
Holders Change
+107
Holders Change %
+10.25%
% 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
157
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
BIA
851
Bell Investment Advisors
California
$522K -$101K -2,580 -16%
AFG
852
Atomi Financial Group
New York
$521K -$682K -17,461 -57%
EFP
853
EnRich Financial Partners
Wisconsin
$519K +$14.5K +372 +3%
RL
854
Rogco LP
Oklahoma
$505K +$498K +12,760 New
KWS
855
Keystone Wealth Services
California
$503K
BCA
856
Bay Colony Advisors
Massachusetts
$502K +$495K +12,686 New
PWM
857
Platt Wealth Management
California
$501K +$494K +12,665 New
AWE
858
Avidian Wealth Enterprises
Texas
$498K +$703 +18 +0.1%
GWM
859
Gibbs Wealth Management
Georgia
$498K
TBT
860
Texas Bank & Trust
Texas
$496K
CWA
861
Canvas Wealth Advisors
Kansas
$496K +$59.3K +1,520 +14%
RWP
862
RWA Wealth Partners
Massachusetts
$495K -$49.8K -1,277 -9%
RFA
863
Reyes Financial Architecture
California
$491K
NWM
864
Navigoe Wealth Management
California
$491K -$21.4K -549 -4%
EFA
865
Edge Financial Advisors
Illinois
$480K -$43.8K -1,121 -8%
CA
866
COFG Advisors
Illinois
$476K +$469K +12,013 New
RF
867
Robinswood Financial
Washington
$475K +$469K +12,007 New
VF
868
Vista Finance
Missouri
$475K
BP
869
BWM Planning
Texas
$474K +$23.2K +595 +5%
BNA
870
BankChampaign National Association
Illinois
$474K +$89K +2,279 New
PPH
871
Pure Portfolios Holdings
Oregon
$470K +$781 +20 +0.2%
HI
872
Harbour Investments
Wisconsin
$467K -$10.5K -270 -2%
TA
873
TFB Advisors
Kansas
$464K -$156 -4 -0%
PHWA
874
Petersen Hastings Wealth Advisors
Washington
$460K +$454K +11,630 New
IWM
875
IHT Wealth Management
Illinois
$459K +$195 +5 +0%