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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
GPWA
876
Gaddis Premier Wealth Advisors
Oklahoma
$451K +$445K +11,401 New
BH
877
Burk Holdings
Oklahoma
$448K +$2.07K +53 +0.5%
CIA
878
Capital Investment Advisors
Georgia
$448K
MIM
879
MTM Investment Management
South Carolina
$447K
GGS
880
Galvin Gaustad & Stein
Arizona
$446K +$1.01K +26 +0.2%
SPP
881
Single Point Partners
Massachusetts
$445K
FA
882
FSA Advisors
Michigan
$444K +$355K +9,104 +126%
MCM
883
Monument Capital Management
Virginia
$436K
SWM
884
Seed Wealth Management
Illinois
$435K
OA
885
Oxbow Advisors
Texas
$432K
GEA
886
Glen Eagle Advisors
New Jersey
$427K
IF
887
Intrua Financial
Texas
$426K
GPA
888
Garrison Point Advisors
California
$425K
B
889
Bedminster
South Carolina
$425K +$419K +10,729 New
EGWAG
890
Elwood & Goetz Wealth Advisory Group
Georgia
$422K -$664K -17,017 -61%
FG
891
Fairman Group
Pennsylvania
$422K +$937 +24 +0.2%
CWS
892
Cypress Wealth Services
California
$421K +$415K +10,624 New
RIA
893
Regal Investment Advisors
Michigan
$420K
WTC
894
WhitTier Trust Company
Nevada
$417K
CIC
895
Carnegie Investment Counsel
Ohio
$416K
WP
896
WealthShield Partners
North Carolina
$412K +$507 +13 +0.1%
CPWL
897
Coquina Private Wealth LLC
Florida
$408K +$403K +10,316 New
GSWM
898
Golden State Wealth Management
California
$407K -$88.2K -2,259 -18%
TF
899
Trek Financial
Arizona
$407K
PSP
900
Principal Street Partners
Tennessee
$406K