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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
RIS
926
Retirement Income Solutions
Michigan
$373K
AWM
927
Angeles Wealth Management
California
$368K
BM
928
Berman McAleer
Maryland
$367K
TFO
929
Timonier Family Office
North Carolina
$366K -$173K -4,437 -32%
SFS
930
Summit Financial Strategies
Ohio
$366K
RWP
931
Ridgeline Wealth Planning
Ohio
$365K
GAA
932
Guardian Asset Advisors
Pennsylvania
$364K +$69.2K +1,772 +24%
PVI
933
Pine Valley Investments
New Jersey
$363K
FFWA
934
FRG Family Wealth Advisors
Washington
$362K +$820 +21 +0.2%
VA
935
Vident Advisory
Georgia
$360K -$10.7K -275 -3%
JGIA
936
Jackson Grant Investment Advisers
Connecticut
$356K
MSWMA
937
Market Street Wealth Management Advisors
Indiana
$356K +$20.8K +534 +6%
WCM
938
Wealthcare Capital Management
Virginia
$355K -$5.89K -151 -2%
RBC
939
Romano Brothers & Co
Illinois
$350K
DFS
940
Dixon Fnancial Services
California
$345K
HFP
941
Holistic Financial Partners
Indiana
$345K +$781 +20 +0.2%
M1FG
942
Mach-1 Financial Group
Arkansas
$344K -$96.4M -2,470,232 -100%
PCH
943
PGIM Custom Harvest
New Jersey
$342K
MAG
944
Mokosak Advisory Group
Iowa
$340K +$742 +19 +0.2%
NI
945
Natural Investments
California
$339K +$334K +8,569 New
RWA
946
River Wealth Advisors
Pennsylvania
$339K +$117 +3 +0%
NAM
947
NorthCrest Asset Manangement
Minnesota
$338K -$10.3K -263 -3%
SI
948
SimpliFi Inc
California
$337K
TCM
949
Traynor Capital Management
Pennsylvania
$336K +$102K +2,605 +44%
FAT
950
First American Trust
California
$336K -$39.5K -1,012 -11%