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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
RCI
151
RS Crum Inc
California
$49.4M -$312K -7,984 -0.6%
MHB
152
Midwest Heritage Bank
Iowa
$48.9M -$132K -3,390 -0.3%
DFS
153
Demming Financial Services
Ohio
$48.2M +$47.5M +1,216,820 New
VAG
154
Vannoy Advisory Group
Texas
$46.6M +$192K +4,924 +0.4%
C1AG
155
Client 1st Advisory Group
Florida
$46.5M -$661K -16,939 -1%
BAM
156
Bayshore Asset Management
Florida
$46.4M +$356K +9,129 +0.8%
RK
157
Rather & Kittrell
Tennessee
$45.8M -$604K -15,469 -1%
FWM
158
FMB Wealth Management
California
$44.8M +$1.98M +50,743 +5%
CWM
159
Cherrydale Wealth Management
New Jersey
$44.8M -$1.2M -30,678 -3%
NRWA
160
North Ridge Wealth Advisors
Oregon
$44.5M +$1.42M +36,408 +3%
BWMG
161
Bannerman Wealth Management Group
Texas
$44.5M +$168K +4,300 +0.4%
EH
162
Equitable Holdings
New York
$43.3M +$289K +7,410 +0.7%
RLIM
163
Red Lighthouse Investment Management
New York
$42.4M -$421K -10,794 -1%
VF
164
Vestment Financial
Minnesota
$42.2M +$1.13M +28,830 +3%
AHL
165
Abel Hall LLC
Louisiana
$41.9M +$952K +24,380 +2%
SIMC
166
Squire Investment Management Company
Utah
$41.6M +$801K +20,516 +2%
MWM
167
Momentous Wealth Management
Washington
$41.4M +$7.95M +203,803 +24%
FFA
168
Farther Finance Advisors
California
$41.3M +$17M +435,823 +72%
CWM
169
Capstone Wealth Management
Montana
$41M +$40.4M +1,034,677 New
PWM
170
Platform Wealth Management
Utah
$40.9M +$40.3M +1,032,484 New
CFA
171
Cahill Financial Advisors
Minnesota
$40.9M +$8.64M +221,248 +27%
JWM
172
Johnson Wealth Management
North Dakota
$40.4M +$39.9M +1,021,161 New
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$40.2M -$19.1M -488,826 -33%
VPF
174
Vantage Point Financial
Illinois
$39M +$2.76M +70,754 +8%
VFP
175
Vested Financial Planning
California
$38.9M +$251K +6,438 +0.7%