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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
PWM
101
Parkshore Wealth Management
California
$77.3M
PCI
102
Planning Center Inc
Illinois
$76.1M
VW
103
Vance Wealth
California
$75.5M
BJL
104
Brighton Jones LLC
Washington
$74.7M
MSWM
105
Master's Wealth Management
Pennsylvania
$74.2M
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$73.7M
ALWM
107
Andrews Lucia Wealth Management
California
$73.2M
MWM
108
Mattern Wealth Management
Kansas
$72.6M
HWM
109
HB Wealth Management
Georgia
$72M
CC
110
Capstone Capital
Nevada
$71.9M
CCWA
111
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.2M
ODA
112
One Degree Advisors
California
$71.2M
BBNB
113
Baker Boyer National Bank
Washington
$70.8M
JP Morgan Chase
114
JP Morgan Chase
New York
$68.9M
W
115
WorthPointe
California
$68.2M
MPW
116
MASECO Private Wealth
$67.9M
SPWM
117
Straight Path Wealth Management
Michigan
$67.4M
SC
118
Shearwater Capital
Colorado
$67M
CWR
119
Chico Wealth RIA
California
$66.7M
CA
120
Claris Advisors
Missouri
$65.2M
THL
121
Tillman Hartley LLC
Colorado
$65M
BCI
122
Brinker Capital Investments
Pennsylvania
$64M
SAM
123
Smartleaf Asset Management
Massachusetts
$63.8M
DWS
124
Discipline Wealth Solutions
South Carolina
$63.4M
Comerica Bank
125
Comerica Bank
Texas
$63.4M