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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
MWA
176
Mills Wealth Advisors
Texas
$38.4M
CPCM
177
Cardinal Point Capital Management
Ontario, Canada
$38.4M
TWA
178
Trellis Wealth Advisors
California
$37.8M
IA
179
IFG Advisory
Georgia
$37.8M
DWM
180
Dopkins Wealth Management
New York
$37.5M
PF
181
Parker Financial
Washington
$37.4M
AWMNY
182
Arcadia Wealth Management (New York)
New York
$37.3M
PWMG
183
Private Wealth Management Group
New Jersey
$37M
RIAS
184
Rachor Investment Advisory Services
Michigan
$36.9M
WG
185
Watchman Group
Texas
$36.8M
LRIA
186
Leonard Rickey Investment Advisors
Washington
$36.8M
XPN
187
XY Planning Network
Montana
$36.3M
DPW
188
DiNuzzo Private Wealth
Pennsylvania
$35.9M
SW
189
Schulz Wealth
Texas
$35.6M
LFS
190
Lutz Financial Services
Nebraska
$35.5M
CPIG
191
Chicago Partners Investment Group
Illinois
$35M
BDWCC
192
B&D White Capital Company
Texas
$34.6M
BWM
193
BCO Wealth Management
New Mexico
$33.8M
HIA
194
HTG Investment Advisors
Connecticut
$33.7M
VCM
195
Versant Capital Management
Arizona
$33.5M
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$33.2M
Truist Financial
197
Truist Financial
North Carolina
$32.8M
BWA
198
Babb Wealth Advisors
Arizona
$32.3M
JWM
199
JP Wealth Management
South Carolina
$32M
UB
200
UMB Bank
Missouri
$32M