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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
GWMT
1001
Guardian Wealth Management (Tennessee)
Tennessee
$263K
RWP
1002
Ridgecrest Wealth Partners
California
$259K
FWP
1003
Forefront Wealth Partners
Texas
$257K
RBC
1004
Roble Belko & Company
Pennsylvania
$256K
FFA
1005
First Foundation Advisors
California
$255K
GTAM
1006
Global Trust Asset Management
Florida
$251K
SWM
1007
Selby Wealth Management
California
$249K
TF
1008
Thayer Financial
North Carolina
$249K
SLA
1009
Silver Lake Advisory
Utah
$249K
CAS
1010
Coppell Advisory Solutions
Texas
$249K
AAG
1011
Armstrong Advisory Group
Massachusetts
$248K
LWMT
1012
Legacy Wealth Management (Tennessee)
Tennessee
$248K
HA
1013
Huntleigh Advisors
Missouri
$248K
OAS
1014
Optivise Advisory Services
Tennessee
$245K
PFA
1015
Pinnacle Family Advisors
Missouri
$245K
BDF
1016
Black Diamond Financial
Maryland
$244K
AWM
1017
Accel Wealth Management
Iowa
$243K
SWM
1018
SpringVest Wealth Management
Texas
$240K
PA
1019
Powerhouse Assets
Massachusetts
$239K
RIM
1020
Ryan Investment Management
Colorado
$238K
BIM
1021
Bridges Investment Management
Nebraska
$238K
AUB
1022
Atlantic Union Bankshares
Virginia
$234K
PBF
1023
Petix & Botte Financial
California
$228K
RWM
1024
Ritholtz Wealth Management
New York
$227K
AAS
1025
Annex Advisory Services
Wisconsin
$227K