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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
RP
1076
Rowlandmiller & Partners
Georgia
$154K
BF
1077
BOK Financial
Oklahoma
$148K
HNB
1078
Huntington National Bank
Ohio
$147K
CBT
1079
CoreFirst Bank & Trust
Kansas
$146K
PB
1080
Pinnacle Bancorp
Nebraska
$143K
IPS
1081
Investors Portfolio Services
Washington
$141K +$139K +3,572 New
AWM
1082
Abound Wealth Management
Tennessee
$138K -$1.01K -26 -0.7%
AF
1083
Abound Financial
California
$136K +$134K +3,439 New
RFG
1084
REAP Financial Group
Texas
$136K -$9.8K -251 -7%
KBFS
1085
Kohmann Bosshard Financial Services
Ohio
$133K +$131K +3,363 New
FFO
1086
Fortitude Family Office
Arizona
$132K
TFM
1087
TFC Financial Management
Massachusetts
$124K -$895K -22,941 -88%
IRC
1088
Investors Research Corp
Georgia
$124K
WPA
1089
Wealth Preservation Advisors
Tennessee
$122K
BBHC
1090
Brown Brothers Harriman & Co
New York
$119K
GCM
1091
Gables Capital Management
Florida
$119K
SGFG
1092
Silver Grove Financial Group
New York
$117K +$116K +2,964 New
DFA
1093
DHJJ Financial Advisors
Illinois
$113K
SIS
1094
Sound Income Strategies
Florida
$105K +$101K +2,588 New
FMII
1095
Farmers & Merchants Investments Inc
Nebraska
$105K
HIA
1096
Harbor Investment Advisory
Maryland
$104K
Franklin Resources
1097
Franklin Resources
California
$103K
JFA
1098
JNBA Financial Advisors
Minnesota
$93.6K
PWPS
1099
Pinnacle Wealth Planning Services
Ohio
$91.5K +$90.2K +2,311 New
JWM
1100
Jessup Wealth Management
Ohio
$90.6K -$271K -6,954 -75%