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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
IWC
76
Integrated Wealth Concepts
Massachusetts
$101M
EC
77
Eaton-Cambridge
Arizona
$101M
MWP
78
Meridian Wealth Partners
Pennsylvania
$98.5M
NA
79
NewEdge Advisors
Louisiana
$98.4M
PWIA
80
Porter White Investment Advisors
Alabama
$95.8M
Creative Planning
81
Creative Planning
Kansas
$95.7M
IA
82
Integrity Alliance
Iowa
$95.2M
PMIM
83
Prudent Man Investment Management
Colorado
$94.4M
LI
84
LRI Investments
Florida
$92.4M
RWM
85
Ruedi Wealth Management
Illinois
$92.4M
HIG
86
Heritage Investment Group
Florida
$91.4M
AssetMark Inc
87
AssetMark Inc
California
$90.6M
ATI
88
ARK & TLK Investments
Oklahoma
$90.6M
TWA
89
TCI Wealth Advisors
Arizona
$89.5M
SWA
90
ShankerValleau Wealth Advisors
Illinois
$88.1M
SIAG
91
Safeguard Investment Advisory Group
California
$86.3M
SHFA
92
SC&H Financial Advisors
Maryland
$86M
KAS
93
Kestra Advisory Services
Texas
$86M
VP
94
Verisail Partners
Georgia
$85.9M
KAM
95
KEB Asset Management
Illinois
$84M
GWM
96
Grand Wealth Management
Michigan
$82.6M
SWA
97
Sax Wealth Advisors
New Jersey
$81.4M
WCM
98
Warburton Capital Management
Oklahoma
$80.5M
SM
99
Sensible Money
Arizona
$80.4M
MGWA
100
Monument Group Wealth Advisors
Massachusetts
$77.9M