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Dimensional US Core Equity 2 ETF

1,138 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 149 funds opening new positions, 409 increasing their positions, 342 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
285
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
MHS
326
M Holdings Securities
Oregon
$11.8M
VWM
327
Vigil Wealth Management
Florida
$11.7M
FFWA
328
Forthright Family Wealth Advisory
Texas
$11.6M
SAG
329
SageView Advisory Group
California
$11.6M
Thrivent Financial for Lutherans
330
Thrivent Financial for Lutherans
Minnesota
$11.5M
GVAG
331
Great Valley Advisor Group
Delaware
$11.5M
FWMP
332
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$11.4M
Pathstone Holdings
333
Pathstone Holdings
New Jersey
$11.4M
WP
334
WealthSpring Partners
California
$11.3M
RLWM
335
RF&L Wealth Management
Massachusetts
$11.3M
TIM
336
Tortoise Investment Management
New York
$11.3M
AW
337
Avion Wealth
Texas
$11M
GAM
338
Gemmer Asset Management
California
$11M
AWM
339
Axxcess Wealth Management
California
$11M
HFA
340
Hippocratic Financial Advisors
California
$10.8M
AIA
341
AssuredPartners Investment Advisors
Florida
$10.6M
GCM
342
Gunpowder Capital Management
Maryland
$10.6M
CF
343
Conquis Financial
California
$10.4M
RWI
344
Red Wave Investments
Pennsylvania
$10.4M
HA
345
Heffernan Advisory
Arizona
$10.1M
FPCP
346
Fort Point Capital Partners
California
$10M
NA
347
Note Advisors
New York
$10M
SWM
348
Sterling Wealth Management
Illinois
$9.95M
PA
349
PFG Advisors
Arizona
$9.78M
TWP
350
Triad Wealth Partners
Kansas
$9.61M