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Dimensional US Core Equity 2 ETF

1,130 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 145 funds opening new positions, 407 increasing their positions, 341 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,130
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
283
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
MSWM
476
Mowery & Schoenfeld Wealth Management
Illinois
$3.69M
CMBA
477
C.M. Bidwell & Associates
Hawaii
$3.69M
SWGC
478
Summit Wealth Group (Colorado)
Colorado
$3.66M
AFA
479
Allium Financial Advisors
Oregon
$3.64M
NAS
480
Nicolet Advisory Services
Wisconsin
$3.63M
CL
481
Choreo LLC
Illinois
$3.57M
Jones Financial Companies
482
Jones Financial Companies
Missouri
$3.56M
NA
483
Nautilus Advisors
California
$3.54M
BFA
484
Buttonwood Financial Advisors
Maryland
$3.49M
EFH
485
Eaton Financial Holdings
Florida
$3.45M
Lido Advisors
486
Lido Advisors
California
$3.45M
FCH
487
Freestone Capital Holdings
Washington
$3.45M
WFA
488
WestHill Financial Advisors
California
$3.44M
OFO
489
OneAscent Family Office
Alabama
$3.43M
DAS
490
Diversify Advisory Services
Utah
$3.42M
LCWP
491
Legacy Capital Wealth Partners
Arkansas
$3.41M
LFAS
492
Level Four Advisory Services
Texas
$3.37M
AIS
493
Accredited Investor Services
Minnesota
$3.32M
LWM
494
LJI Wealth Management
Indiana
$3.31M
CWP
495
Concord Wealth Partners
Virginia
$3.3M
WP
496
Wealthspan Partners
Iowa
$3.28M
SIC
497
Samalin Investment Counsel
New York
$3.28M
KA
498
Kure Advisory
Minnesota
$3.25M
CG
499
Caprock Group
Idaho
$3.23M
PWMG
500
Pioneer Wealth Management Group
Texas
$3.23M