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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
PWM
101
Parkshore Wealth Management
California
$77.3M +$4.74M +121,554 +7%
PCI
102
Planning Center Inc
Illinois
$76.1M -$5.79M -148,446 -7%
VW
103
Vance Wealth
California
$75.5M +$3.32M +84,970 +5%
BJL
104
Brighton Jones LLC
Washington
$74.7M -$1.58M -40,407 -2%
MSWM
105
Master's Wealth Management
Pennsylvania
$74.2M +$4.24M +108,759 +6%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$73.7M +$18M +462,428 +33%
ALWM
107
Andrews Lucia Wealth Management
California
$73.2M -$252K -6,452 -0.3%
MWM
108
Mattern Wealth Management
Kansas
$72.6M +$1.2M +30,752 +2%
HWM
109
HB Wealth Management
Georgia
$72M -$672K -17,225 -0.9%
CC
110
Capstone Capital
Nevada
$71.9M +$3.63M +93,070 +5%
CCWA
111
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.2M -$1.73M -44,308 -2%
ODA
112
One Degree Advisors
California
$71.2M +$420K +10,773 +0.6%
BBNB
113
Baker Boyer National Bank
Washington
$70.8M -$863K -22,115 -1%
JP Morgan Chase
114
JP Morgan Chase
New York
$68.9M +$174K +4,460 +0.3%
W
115
WorthPointe
California
$68.2M -$811K -20,778 -1%
MPW
116
MASECO Private Wealth
$67.9M +$9.02M +230,979 +16%
SPWM
117
Straight Path Wealth Management
Michigan
$67.4M +$3.48M +89,196 +6%
SC
118
Shearwater Capital
Colorado
$67M -$76.7K -1,966 -0.1%
CWR
119
Chico Wealth RIA
California
$66.7M +$1.19M +30,506 +2%
CA
120
Claris Advisors
Missouri
$65.2M -$918K -23,526 -1%
THL
121
Tillman Hartley LLC
Colorado
$65M -$2.28M -58,387 -3%
BCI
122
Brinker Capital Investments
Pennsylvania
$64M +$2.13M +54,624 +3%
SAM
123
Smartleaf Asset Management
Massachusetts
$63.8M +$53.5M +1,370,784 +603%
DWS
124
Discipline Wealth Solutions
South Carolina
$63.4M +$18.6M +477,461 +43%
Comerica Bank
125
Comerica Bank
Texas
$63.4M -$1.32M -33,723 -2%