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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
VC
901
Vestor Capital
Illinois
$406K +$1.02M +26,013 +254%
BCWM
902
Bartlett & Co Wealth Management
Ohio
$406K
BAM
903
BOS Asset Management
Illinois
$406K +$2.65K +68 +0.7%
MAM
904
Marotta Asset Management
Virginia
$404K
EWM
905
Evercore Wealth Management
New York
$403K
OWA
906
Oak Wealth Advisors
Illinois
$402K -$288K -7,387 -42%
BCM
907
Banyan Capital Management
Georgia
$401K +$195 +5 +0%
MAMG
908
Milestone Asset Management Group
Connecticut
$399K +$133K +3,401 +51%
CWG
909
Cornerstone Wealth Group
North Carolina
$398K
HFS
910
Hantz Financial Services
Michigan
$395K -$5.89K -151 -1%
M
911
MATAURO
New York
$392K +$898 +23 +0.2%
HA
912
Hanover Advisors
South Carolina
$392K +$3.12K +80 +0.8%
1WA
913
180 Wealth Advisors
Washington
$391K +$15.7K +401 +4%
SWP
914
Significant Wealth Partners
Illinois
$386K
BFA
915
Ballast Financial Advisors
Pennsylvania
$385K +$380K +9,734 New
BP
916
BBR Partners
New York
$384K +$859 +22 +0.2%
WAG
917
Wallace Advisory Group
California
$383K +$1.91K +49 +0.5%
FF
918
Frankly Finances
Florida
$382K +$377K +9,660 New
IWM
919
Iams Wealth Management
Nebraska
$382K
CB
920
CNB Bank
Pennsylvania
$381K
TF
921
Tenon Financial
New Jersey
$379K +$35.1K +900 +10%
HWM
922
Horizon Wealth Management
Illinois
$376K -$7.26K -186 -2%
MC
923
Matisse Capital
Oregon
$375K +$859 +22 +0.2%
AFP
924
ATLas Financial Planning
Georgia
$375K +$370K +9,470 New
BBA
925
BLB&B Advisors
Pennsylvania
$374K