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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
PAM
1051
PVG Asset Management
Colorado
$218K
LIM
1052
Lathrop Investment Management
Arkansas
$218K
FPW
1053
Flagship Private Wealth
Massachusetts
$218K
SF
1054
Slagle Financial
Illinois
$216K +$213K +5,465 New
BWA
1055
BlueChip Wealth Advisors
Georgia
$216K -$13.7K -350 -6%
RIG
1056
RiverFront Investment Group
Virginia
$216K
OCG
1057
Opus Capital Group
Ohio
$214K
CA
1058
CWC Advisors
Oregon
$212K
CRC
1059
Catawba River Capital
South Carolina
$211K +$208K +5,330 New
GSEP
1060
Golden State Equity Partners
California
$209K +$207K +5,291 New
LCS
1061
Levin Capital Strategies
New York
$208K
PCM
1062
Permanent Capital Management
Illinois
$208K
MW
1063
MBL Wealth
North Carolina
$206K +$203K +5,200 New
BFA
1064
Beaumont Financial Advisors
Massachusetts
$205K +$202K +5,167 New
CWA
1065
Clarus Wealth Advisors
Arizona
$203K +$195K +4,988 New
VPP
1066
Vertex Planning Partners
Illinois
$203K +$200K +5,115 New
EFP
1067
Envision Financial Planning
Tennessee
$201K +$198K +5,077 New
CIM
1068
Cambria Investment Management
California
$201K +$198K +5,069 New
RF
1069
Rossby Financial
Florida
$187K
TCA
1070
Trifecta Capital Advisors
Illinois
$178K
GT
1071
Glenmede Trust
Pennsylvania
$173K +$171K +4,380 New
ME
1072
McIlrath & Eck
Washington
$160K
WETS
1073
Wealth Enhancement Trust Services
South Dakota
$155K +$153K +3,926 New
NMG
1074
New Millennium Group
Utah
$154K -$51.1K -1,310 -25%
MA
1075
Modus Advisors
Minnesota
$154K +$152K +3,886 New