We are live on ! Find out more
DFAC icon

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
MML Investors Services
176
MML Investors Services
Massachusetts
$38.7M +$851K +21,791 +2%
MWA
177
Mills Wealth Advisors
Texas
$38.4M +$1.45M +37,244 +4%
CPCM
178
Cardinal Point Capital Management
Ontario, Canada
$38.4M +$1.39M +35,598 +4%
TWA
179
Trellis Wealth Advisors
California
$37.8M -$2.39M -61,354 -6%
IA
180
IFG Advisory
Georgia
$37.8M -$711K -18,207 -2%
DWM
181
Dopkins Wealth Management
New York
$37.5M +$4.8K +123 +0%
PF
182
Parker Financial
Washington
$37.4M -$420K -10,755 -1%
AWMNY
183
Arcadia Wealth Management (New York)
New York
$37.3M +$86.5K +2,216 +0.2%
PWMG
184
Private Wealth Management Group
New Jersey
$37M +$225K +5,775 +0.6%
RIAS
185
Rachor Investment Advisory Services
Michigan
$36.9M +$36.4M +932,059 New
WG
186
Watchman Group
Texas
$36.8M -$50.7K -1,299 -0.1%
LRIA
187
Leonard Rickey Investment Advisors
Washington
$36.8M +$456K +11,671 +1%
XPN
188
XY Planning Network
Montana
$36.3M +$18M +461,029 +101%
DPW
189
DiNuzzo Private Wealth
Pennsylvania
$35.9M -$630K -16,139 -2%
SW
190
Schulz Wealth
Texas
$35.6M +$943K +24,161 +3%
LFS
191
Lutz Financial Services
Nebraska
$35.5M +$2.36M +60,481 +7%
CPIG
192
Chicago Partners Investment Group
Illinois
$35M -$719K -18,422 -2%
BDWCC
193
B&D White Capital Company
Texas
$34.6M +$217K +5,567 +0.6%
BWM
194
BCO Wealth Management
New Mexico
$33.8M +$1.35M +34,474 +4%
HIA
195
HTG Investment Advisors
Connecticut
$33.7M +$1.65M +42,200 +5%
VCM
196
Versant Capital Management
Arizona
$33.5M +$3.87M +99,254 +13%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$33.2M -$106K -2,714 -0.3%
Truist Financial
198
Truist Financial
North Carolina
$32.8M -$326K -8,359 -1%
BWA
199
Babb Wealth Advisors
Arizona
$32.3M +$3.09M +79,295 +11%
JWM
200
JP Wealth Management
South Carolina
$32M -$747K -19,150 -2%