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Dimensional US Core Equity 2 ETF

1,152 hedge funds and large institutions have $32.3B invested in Dimensional US Core Equity 2 ETF in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 486 increasing their positions, 352 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
279
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
301
NWAM LLC
Washington
$13.7M
CIA
302
Concurrent Investment Advisors
Florida
$13.7M
CW
303
CreativeOne Wealth
Kansas
$13.6M
OA
304
Oceanside Advisors
South Carolina
$13.2M
CL
305
Choreo LLC
Illinois
$13.1M
HWM
306
Hassell Wealth Management
Louisiana
$13M
FOR
307
Family Office Research
Maryland
$12.6M
WAG
308
Winthrop Advisory Group
Massachusetts
$12.5M
GCM
309
Gunpowder Capital Management
Maryland
$12.5M
AL
310
Aspiriant LLC
California
$12.4M
DFP
311
Donalies Financial Planning
District of Columbia
$12.4M
AF
312
Apollon Financial
South Carolina
$12.2M
FJWM
313
Ferguson Johnson Wealth Management
Maryland
$12.2M
WP
314
WealthSpring Partners
California
$12.1M
MWM
315
Melfa Wealth Management
Massachusetts
$12.1M
GVAG
316
Great Valley Advisor Group
Delaware
$12M
SWP
317
Stratos Wealth Partners
Ohio
$11.9M
MAM
318
McLean Asset Management
Virginia
$11.9M
CF
319
Conquis Financial
California
$11.8M
VWM
320
Vigil Wealth Management
Florida
$11.8M
CTWM
321
Cherry Tree Wealth Management
Minnesota
$11.8M
CWM
322
Cedar Wealth Management
California
$11.7M
MWM
323
McCartney Wealth Management
Missouri
$11.7M
MHS
324
M Holdings Securities
Oregon
$11.6M
TIM
325
Tortoise Investment Management
New York
$11.5M