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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
HWMC
426
Heritage Wealth Management (California)
California
$5.21M
RW
427
RVW Wealth
California
$5.09M
BI
428
Beckerman Institutional
New Jersey
$5.08M
RA
429
RFG Advisory
Alabama
$5.07M
CIA
430
Caerus Investment Advisors
Texas
$4.99M
TCRG
431
Twin Cities Retirement Group
Minnesota
$4.97M
IC
432
IEQ Capital
California
$4.96M
SPIA
433
Steward Partners Investment Advisory
New York
$4.91M
SDWIA
434
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.9M
WB
435
WesBanco Bank
West Virginia
$4.88M
AFA
436
Alpha Financial Advisors
North Carolina
$4.83M
ACA
437
Aptus Capital Advisors
Alabama
$4.78M
PFS
438
Prospera Financial Services
Texas
$4.76M
DADC
439
D.A. Davidson & Co
Montana
$4.74M
TFA
440
Tranquilli Financial Advisor
New Jersey
$4.73M
OSAM
441
O'Shaughnessy Asset Management
Connecticut
$4.73M
PGFC
442
Peapack-Gladstone Financial Corp
New Jersey
$4.65M
MWML
443
M Wealth Management LLC
California
$4.62M
APWA
444
Atlas Private Wealth Advisors
New Jersey
$4.62M
CW
445
Curio Wealth
Maryland
$4.59M
AWA
446
Arbor Wealth Advisors
Michigan
$4.58M
MA
447
Mutual Advisors
Nebraska
$4.57M
MA
448
McGrath & Associates
North Carolina
$4.54M
PTC
449
Private Trust Company
Ohio
$4.54M
NP
450
NorthRock Partners
Minnesota
$4.45M