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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
SLA
1026
Silver Lake Advisory
Utah
$249K +$546 +14 +0.2%
CAS
1027
Coppell Advisory Solutions
Texas
$249K +$243K +6,229 New
AAG
1028
Armstrong Advisory Group
Massachusetts
$248K +$234 +6 +0.1%
LWMT
1029
Legacy Wealth Management (Tennessee)
Tennessee
$248K +$11.9K +305 +5%
HA
1030
Huntleigh Advisors
Missouri
$248K
OAS
1031
Optivise Advisory Services
Tennessee
$245K
PFA
1032
Pinnacle Family Advisors
Missouri
$245K +$1.83K +47 +0.8%
BDF
1033
Black Diamond Financial
Maryland
$244K
AWM
1034
Accel Wealth Management
Iowa
$243K -$42.3K -1,085 -15%
SWM
1035
SpringVest Wealth Management
Texas
$240K
PA
1036
Powerhouse Assets
Massachusetts
$239K +$236K +6,035 New
RIM
1037
Ryan Investment Management
Colorado
$238K
BIM
1038
Bridges Investment Management
Nebraska
$238K
AUB
1039
Atlantic Union Bankshares
Virginia
$234K +$546 +14 +0.2%
PBF
1040
Petix & Botte Financial
California
$228K +$224K +5,748 New
RWM
1041
Ritholtz Wealth Management
New York
$227K +$224K +5,730 New
AAS
1042
Annex Advisory Services
Wisconsin
$227K +$223K +5,724 New
KFAA
1043
Klaas Financial Asset Advisors
Illinois
$226K -$88K -2,254 -28%
ERWM
1044
Elk River Wealth Management
Colorado
$224K
SSWM
1045
Sheets Smith Wealth Management
North Carolina
$224K +$507 +13 +0.2%
WJA
1046
Willis Johnson & Associates
Texas
$223K
HI
1047
Harper Investing
California
$222K +$507 +13 +0.2%
OA
1048
Operose Advisors
Wisconsin
$221K +$507 +13 +0.2%
TIM
1049
Thompson Investment Management
Wisconsin
$220K
TC
1050
Trilogy Capital
California
$218K