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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
TCOV
1126
Trust Company of Vermont
Vermont
$29.3K
EK
1127
Evensky & Katz
Florida
$26K +$78 +2 +0.3%
BFO
1128
Biltmore Family Office
North Carolina
$24.9K
HBW
1129
Hazlett, Burt & Watson
West Virginia
$24K +$23.7K +608 New
MWA
1130
Medallion Wealth Advisors
Connecticut
$21.7K
PAM
1131
Parvin Asset Management
South Dakota
$19.8K
WAS
1132
Winch Advisory Services
Wisconsin
$18.8K +$39 +1 +0.2%
GFA
1133
Godfrey Financial Associates
New York
$14.2K +$14K +358 New
EWM
1134
Evolution Wealth Management
Florida
$13.2K +$13K +334 New
CIAS
1135
Capital Investment Advisory Services
North Carolina
$12.3K
AIC
1136
Archer Investment Corporation
Indiana
$12.2K
MCA
1137
McGuire Capital Advisors
Oklahoma
$10.8K +$10.7K +274 New
SAS
1138
Spurstone Advisory Services
Connecticut
$9.98K
FWP
1139
FAS Wealth Partners
Kansas
$9.56K +$9.45K +242 New
CWM
1140
Cranbrook Wealth Management
Michigan
$8.2K
RWA
1141
Redmont Wealth Advisors
Illinois
$6.69K
TTIC
1142
Tower Trust & Investment Company
Iowa
$5.98K
KCM
1143
Key Capital Management
Tennessee
$4.91K +$4.84K +124 New
TWM
1144
Topsail Wealth Management
North Carolina
$3.96K
Russell Investments Group
1145
Russell Investments Group
United Kingdom
$2.65K -$80.6K -2,064 -97%
ETC
1146
Exchange Traded Concepts
Oklahoma
$2.38K -$1.41K -36 -38%
TLA
1147
Tanglewood Legacy Advisors
Texas
$1.98K
TC
1148
Truvestments Capital
Florida
$1.07K
TFGT
1149
TS Financial Group (TSFG)
Illinois
$1K
MNA
1150
Manning & Napier Advisors
New York
$950