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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
UB
201
UMB Bank
Missouri
$32M -$53.5K -1,372 -0.2%
PCM
202
Peirce Capital Management
Texas
$31.9M -$417K -10,688 -1%
LWM
203
Liberty Wealth Management
California
$31.8M -$1.57M -40,133 -5%
MG
204
MilWealth Group
Wisconsin
$31.6M -$62.8K -1,608 -0.2%
QHA
205
Quarry Hill Advisors
Minnesota
$31.5M +$1.48M +38,046 +5%
BFS
206
Beacon Financial Strategies
North Carolina
$31.3M
MW
207
Marrick Wealth
California
$31.3M +$30.8M +790,116 New
QCM
208
Quantinno Capital Management
New York
$30.9M +$13.1M +336,526 +76%
OPF
209
Old Peak Finance
North Carolina
$30.9M +$30.4M +779,444 New
PAM
210
Pacific Asset Management
Washington
$30.3M +$527K +13,513 +2%
BGWM
211
Bridge Generations Wealth Management
Florida
$30M -$198K -5,081 -0.7%
SF
212
SageOak Financial
Oklahoma
$29.9M -$592K -15,161 -2%
WUW
213
Wheels Up Wealth
California
$29.7M +$29.3M +751,008 New
FFG
214
Fiduciary Financial Group
California
$29.7M +$1.43M +36,568 +5%
PFM
215
Phillips Financial Management
Indiana
$29.4M -$658K -16,865 -2%
WC
216
Wolfstich Capital
Massachusetts
$29.2M +$13.2M +336,935 +84%
CCM
217
Cloud Capital Management
Washington
$29.2M +$2.52M +64,560 +10%
DAS
218
Dynamic Advisor Solutions
Arizona
$29.1M -$17M -434,931 -37%
NDWM
219
New Dimensions Wealth Management
Texas
$28.9M -$302K -7,741 -1%
MG
220
Mather Group
Illinois
$28.8M -$299K -7,651 -1%
RSWM
221
Robertson Stephens Wealth Management
California
$28.7M -$211K -5,403 -0.7%
AFO
222
Aurelius Family Office
New Hampshire
$28.4M -$344K -8,805 -1%
EWM
223
Empirical Wealth Management
Washington
$28.3M -$30.7K -787 -0.1%
SFP
224
SwitchPoint Financial Planning
Utah
$28.3M +$415K +10,626 +2%
HSG
225
Helen Stephens Group
Texas
$28.1M -$1.4M -35,825 -5%