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Dimensional US Core Equity 2 ETF

1,149 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, 344 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: 344

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: 1,0441,149 (+105)

3.32% more ownership

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

Holders
1,149
Holders Change
+105
Holders Change %
+10.06%
% of All Funds
13.98%
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
344
Closed
32
Calls
$1.27M
Puts
$792K
Net Calls
+$479K
Net Calls Change
+$853K
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$101M -$19.7M -503,620 -16%
EC
77
Eaton-Cambridge
Arizona
$101M +$1.5M +38,512 +2%
MWP
78
Meridian Wealth Partners
Pennsylvania
$98.5M -$6.4M -163,908 -6%
NA
79
NewEdge Advisors
Louisiana
$98.4M -$24.6M -630,366 -20%
PWIA
80
Porter White Investment Advisors
Alabama
$95.8M -$647K -16,587 -0.7%
Creative Planning
81
Creative Planning
Kansas
$95.7M +$2.89M +74,076 +3%
IA
82
Integrity Alliance
Iowa
$95.2M +$6.3M +161,487 +7%
PMIM
83
Prudent Man Investment Management
Colorado
$94.4M +$34.6M +885,247 +59%
LI
84
LRI Investments
Florida
$92.4M -$1.86M -47,534 -2%
RWM
85
Ruedi Wealth Management
Illinois
$92.4M +$6.69M +171,339 +8%
HIG
86
Heritage Investment Group
Florida
$91.4M +$3.37M +86,234 +4%
AssetMark Inc
87
AssetMark Inc
California
$90.6M -$941K -24,098 -1%
ATI
88
ARK & TLK Investments
Oklahoma
$90.6M +$8.76M +224,411 +11%
TWA
89
TCI Wealth Advisors
Arizona
$89.5M +$6.53M +167,430 +8%
SWA
90
ShankerValleau Wealth Advisors
Illinois
$88.1M -$1.39M -35,495 -2%
SIAG
91
Safeguard Investment Advisory Group
California
$86.3M -$4.43M -113,549 -5%
SHFA
92
SC&H Financial Advisors
Maryland
$86M +$1.86M +47,544 +2%
KAS
93
Kestra Advisory Services
Texas
$86M -$311K -7,964 -0.4%
VP
94
Verisail Partners
Georgia
$85.9M -$241K -6,174 -0.3%
KAM
95
KEB Asset Management
Illinois
$84M +$2.81M +71,881 +4%
GWM
96
Grand Wealth Management
Michigan
$82.6M +$2.26M +57,891 +3%
SWA
97
Sax Wealth Advisors
New Jersey
$81.4M -$751K -19,234 -0.9%
WCM
98
Warburton Capital Management
Oklahoma
$80.5M -$51.2K -1,311 -0.1%
SM
99
Sensible Money
Arizona
$80.4M +$2.17M +55,622 +3%
MGWA
100
Monument Group Wealth Advisors
Massachusetts
$77.9M +$997K +25,540 +1%