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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
EFG
426
Everest Financial Group
Minnesota
$5.09M
BI
427
Beckerman Institutional
New Jersey
$5.06M
RW
428
RVW Wealth
California
$5M
HWMC
429
Heritage Wealth Management (California)
California
$4.99M
E
430
EntreWealth
Texas
$4.98M
BWA
431
BlueSky Wealth Advisors
North Carolina
$4.92M
SWM
432
Selective Wealth Management
Virginia
$4.91M
TFA
433
Tranquilli Financial Advisor
New Jersey
$4.87M
SPIA
434
Steward Partners Investment Advisory
New York
$4.81M
KAM
435
Knightsbridge Asset Management
California
$4.8M
WB
436
WesBanco Bank
West Virginia
$4.79M
TCRG
437
Twin Cities Retirement Group
Minnesota
$4.79M
OSAM
438
O'Shaughnessy Asset Management
Connecticut
$4.72M
SDWIA
439
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.69M
DADC
440
D.A. Davidson & Co
Montana
$4.63M
AFA
441
Alpha Financial Advisors
North Carolina
$4.62M
CAM
442
Clark Asset Management
New Hampshire
$4.61M
PGFC
443
Peapack-Gladstone Financial Corp
New Jersey
$4.53M
APWA
444
Atlas Private Wealth Advisors
New Jersey
$4.51M
AWA
445
Arbor Wealth Advisors
Michigan
$4.5M
MWML
446
M Wealth Management LLC
California
$4.48M
MA
447
Mutual Advisors
Nebraska
$4.46M
PTC
448
Private Trust Company
Ohio
$4.44M
CW
449
Curio Wealth
Maryland
$4.39M
NP
450
NorthRock Partners
Minnesota
$4.36M