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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
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.55B +$122M +3,126,277 +5%
AF
2
Align Financial
Minnesota
$1.81B +$70.7M +1,811,084 New
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.69B +$7.06M +180,988 +0.4%
FFM
4
Forum Financial Management
Illinois
$1.63B +$40.2M +1,029,990 +3%
LPL Financial
5
LPL Financial
California
$702M +$9.48M +242,867 +1%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$631M +$186M +4,775,954 +43%
AC
7
Apella Capital
Connecticut
$551M +$15.4M +394,315 +3%
GA
8
Greenspring Advisors
Maryland
$525M +$220M +5,647,549 +74%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$479M -$29.3M -749,683 -6%
RWM
10
Rockwood Wealth Management
Pennsylvania
$459M +$22.5M +576,648 +5%
PL
11
Plancorp LLC
Missouri
$413M -$6.85M -175,600 -2%
SIC
12
SJS Investment Consulting
Ohio
$361M +$4.77M +122,216 +1%
Corient Private Wealth
13
Corient Private Wealth
Florida
$358M +$276M +7,083,911 +364%
GWA
14
Geometric Wealth Advisors
District of Columbia
$339M +$2.59M +66,382 +0.8%
SC
15
Savant Capital
Illinois
$318M +$24.8M +636,230 +9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$315M -$26.5M -678,373 -8%
WANY
17
Wealthspire Advisors (New York)
New York
$298M -$6.09M -156,016 -2%
MWA
18
Monograph Wealth Advisors
California
$265M +$4.32M +110,729 +2%
SP
19
Symmetry Partners
Connecticut
$257M +$97.6M +2,501,860 +63%
BPA
20
Beacon Pointe Advisors
California
$237M +$13.9M +355,581 +6%
AF
21
Allworth Financial
California
$236M +$5.47M +140,097 +2%
HighTower Advisors
22
HighTower Advisors
Illinois
$227M -$7.87M -201,526 -3%
CFA
23
Capstone Financial Advisors
Illinois
$217M +$3.85M +98,606 +2%
Bank of America
24
Bank of America
North Carolina
$211M +$14.6M +374,918 +8%
JTWM
25
Jackson Thornton Wealth Management
Alabama
$196M +$330K +8,466 +0.2%