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Dimensional US Core Equity 2 ETF

1,129 hedge funds and large institutions have $33.8B invested in Dimensional US Core Equity 2 ETF in 2025 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 406 increasing their positions, 341 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,129
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
283
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.27M
Puts
$792K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSWL
251
COGENT STRATEGIC WEALTH LLC
Illinois
$21.7M
HKIMG
252
Hutchens & Kramer Investment Management Group
Indiana
$21.5M
PFG
253
Pinnacle Financial Group
Illinois
$21.5M
VWA
254
Vistica Wealth Advisors
California
$21.2M
KCA
255
Kilner Capital Advisors
Maryland
$21M
VWA
256
Visionary Wealth Advisors
Illinois
$21M
MFG
257
Merit Financial Group
Georgia
$20.9M
SC
258
Schubert & Co
Texas
$20.8M
HIGP
259
Hill Investment Group Partners
Missouri
$20.4M
TI
260
tru Independence
Oregon
$20.1M
ARA
261
Approach Retirement Advisors
Alabama
$20.1M
Morgan Stanley
262
Morgan Stanley
New York
$20M
TW
263
Trajan Wealth
Arizona
$19.8M
JWM
264
JDH Wealth Management
California
$19.7M
Stifel Financial
265
Stifel Financial
Missouri
$19.3M
KCWM
266
Kane Co Wealth Management
Iowa
$19.1M
DWM
267
Daner Wealth Management
Georgia
$19M
CFO
268
CVA Family Office
Colorado
$18.6M
SW
269
Simplicity Wealth
New Jersey
$18.5M
VPWA
270
Vestia Personal Wealth Advisors
Indiana
$18M
SFA
271
Sequoia Financial Advisors
Ohio
$18M
KMWM
272
Keudell/Morrison Wealth Management
Oregon
$17.9M
AWA
273
Acorn Wealth Advisors
Michigan
$17.7M
TIAM2
274
Tru Independence Asset Management 2
Oregon
$17.7M
PA
275
PW Advisors
Florida
$17.4M