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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
WWA
1001
Wingate Wealth Advisors
Massachusetts
$280K
CPSAC
1002
Chas P. Smith & Associates (CPS)
Florida
$276K +$272K +6,959 New
MWC
1003
MBM Wealth Consultants
Missouri
$275K
PE
1004
PCM Encore
Colorado
$274K +$270K +6,925 New
SWRP
1005
Summit Wealth & Retirement Planning
California
$273K
WN
1006
Williams & Novak
California
$272K -$95.3K -2,441 -26%
SI
1007
Stephens Inc
Arkansas
$272K
GLLW
1008
Graves Light Lenhart Wealth
Virginia
$272K +$546 +14 +0.2%
EFG
1009
Embree Financial Group
Illinois
$271K
VA
1010
VestGen Advisors
Illinois
$269K +$266K +6,803 New
AC
1011
Annandale Capital
Texas
$268K
LIA
1012
Lynx Investment Advisory
District of Columbia
$266K +$156 +4 +0.1%
LWM
1013
Lodestone Wealth Management
Washington
$265K
IF
1014
Ironwood Financial
Arizona
$265K
PC
1015
Prairiewood Capital
North Dakota
$265K
NGA
1016
Naples Global Advisors
Florida
$264K
CI
1017
CX Institutional
Indiana
$263K +$19.9K +511 +8%
GWMT
1018
Guardian Wealth Management (Tennessee)
Tennessee
$263K +$259K +6,639 New
RWP
1019
Ridgecrest Wealth Partners
California
$259K
FWP
1020
Forefront Wealth Partners
Texas
$257K +$254K +6,502 New
RBC
1021
Roble Belko & Company
Pennsylvania
$256K
FFA
1022
First Foundation Advisors
California
$255K
GTAM
1023
Global Trust Asset Management
Florida
$251K -$113K -2,894 -31%
SWM
1024
Selby Wealth Management
California
$249K +$246K +6,301 New
TF
1025
Thayer Financial
North Carolina
$249K +$245K +6,289 New