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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
LPT
951
Legacy Private Trust
Wisconsin
$335K +$331K +8,469 New
SWA
952
Strategies Wealth Advisors
Michigan
$335K -$50.5K -1,293 -13%
ML
953
McAdam LLC
Pennsylvania
$334K
DG
954
Diesslin Group
Texas
$333K +$328K +8,410 New
SQA
955
Simon Quick Advisors
New Jersey
$332K
VAG
956
VisionPoint Advisory Group
Texas
$332K +$45.3K +1,160 +16%
MPW
957
Magnolia Private Wealth
Pennsylvania
$328K
AFG
958
Albion Financial Group
Utah
$328K
KWA
959
Kingswood Wealth Advisors
California
$327K -$30.8K -788 -9%
SAM
960
Synergy Asset Management
Washington
$325K -$641K -16,420 -67%
EA
961
Ellsworth Advisors
Ohio
$325K +$742 +19 +0.2%
PRP
962
Peak Retirement Planning
Ohio
$325K +$742 +19 +0.2%
FNA
963
First National Advisers
Nebraska
$323K
JHCP
964
Jackson Hole Capital Partners
Oklahoma
$322K +$742 +19 +0.2%
UWPG
965
Ullmann Wealth Partners Group
Florida
$319K
GD
966
Grandfield & Dodd
New York
$318K
ACC
967
Acorn Creek Capital
Colorado
$318K -$386K -9,892 -55%
PWMAG
968
Pinnacle Wealth Management Advisory Group
New Jersey
$318K
LEFP
969
Leading Edge Financial Planning
Tennessee
$314K +$43.7K +1,119 +16%
GCM
970
G2 Capital Management
Ohio
$314K
MA
971
McBroom & Associates
Nevada
$313K
CA
972
Clearstead Advisors
Ohio
$311K
WA
973
Waddell & Associates
Tennessee
$310K
PMFA
974
Plante Moran Financial Advisors
Michigan
$309K
LC
975
Lincoln Capital
Nebraska
$307K