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Dimensional US Core Equity 2 ETF

1,127 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 143 funds opening new positions, 406 increasing their positions, 341 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
282
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
SAG
326
SageView Advisory Group
California
$11.6M
Thrivent Financial for Lutherans
327
Thrivent Financial for Lutherans
Minnesota
$11.5M
GVAG
328
Great Valley Advisor Group
Delaware
$11.5M
FWMP
329
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$11.4M
Pathstone Holdings
330
Pathstone Holdings
New Jersey
$11.4M
WP
331
WealthSpring Partners
California
$11.3M
RLWM
332
RF&L Wealth Management
Massachusetts
$11.3M
TIM
333
Tortoise Investment Management
New York
$11.3M
AW
334
Avion Wealth
Texas
$11M
GAM
335
Gemmer Asset Management
California
$11M
AWM
336
Axxcess Wealth Management
California
$11M
HFA
337
Hippocratic Financial Advisors
California
$10.8M
AIA
338
AssuredPartners Investment Advisors
Florida
$10.6M
CF
339
Conquis Financial
California
$10.4M
RWI
340
Red Wave Investments
Pennsylvania
$10.4M
HA
341
Heffernan Advisory
Arizona
$10.1M
FPCP
342
Fort Point Capital Partners
California
$10M
NA
343
Note Advisors
New York
$10M
SWM
344
Sterling Wealth Management
Illinois
$9.95M
PA
345
PFG Advisors
Arizona
$9.78M
TWP
346
Triad Wealth Partners
Kansas
$9.61M
WFA
347
Websterrogers Financial Advisors
South Carolina
$9.54M
CA
348
Clune & Associates
Illinois
$9.47M
LA
349
Legacy Advisors
Pennsylvania
$9.44M
CNC
350
Citizens & Northern Corp
Pennsylvania
$9.42M