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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
CCMI
126
Creative Capital Management Investments
California
$62.7M
FMWA
127
Forvis Mazars Wealth Advisors
Missouri
$62.7M
FS
128
Financial Symmetry
North Carolina
$62.6M
FIA
129
Foundations Investment Advisors
Arizona
$62.5M
BCA
130
Ballentine Capital Advisors
South Carolina
$61.4M
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$61.3M
PWM
132
Perigon Wealth Management
California
$61.1M
GWS
133
Glassman Wealth Services
Virginia
$60.5M
AQR Capital Management
134
AQR Capital Management
Connecticut
$59.7M
CPA
135
Capital Performance Advisors
California
$58.4M
MCM
136
Morton Capital Management
California
$56.2M
SCA
137
Strathmore Capital Advisors
North Carolina
$55.8M
GFA
138
Grunden Financial Advisory
Texas
$54.7M
UBS Group
139
UBS Group
Switzerland
$54.5M
EWA
140
EP Wealth Advisors
California
$54.5M
ACM
141
Aspen Capital Management
Idaho
$54.4M
WAN
142
Wealth Advisors Northwest
Oregon
$54.3M
TWD
143
True Wealth Design
Ohio
$54M
AC
144
Applied Capital
Arkansas
$53.5M
PCM
145
Passive Capital Management
Maryland
$53.4M
EA
146
Efficient Advisors
Ohio
$52.5M
CPWM
147
Cypress Point Wealth Management
Texas
$51.7M
TCOTS
148
Trust Company of the South
North Carolina
$51M
NWM
149
Northwest Wealth Management
Iowa
$49.9M
LFA
150
Lauterbach Financial Advisors
Texas
$49.5M