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Dimensional US Core Equity 2 ETF

1,159 hedge funds and large institutions have $32.6B invested in Dimensional US Core Equity 2 ETF in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 488 increasing their positions, 354 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,159
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
281
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
201
Financial Alternatives
California
$32.4M
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$32.3M
PAM
203
Pacific Asset Management
Washington
$32.1M
JWM
204
JP Wealth Management
South Carolina
$31.4M
LWM
205
Liberty Wealth Management
California
$31.4M
UB
206
UMB Bank
Missouri
$31.3M
OPF
207
Old Peak Finance
North Carolina
$31.2M
MG
208
MilWealth Group
Wisconsin
$31.1M
PCM
209
Peirce Capital Management
Texas
$31.1M
FFG
210
Fiduciary Financial Group
California
$31M
BFS
211
Beacon Financial Strategies
North Carolina
$30.7M
MW
212
Marrick Wealth
California
$30.5M
HSG
213
Helen Stephens Group
Texas
$30.4M
EA
214
Efficient Advisors
Ohio
$30.4M
BGWM
215
Bridge Generations Wealth Management
Florida
$30.2M
SF
216
SageOak Financial
Oklahoma
$30M
CFGA
217
Cambridge Financial Group (Arizona)
Arizona
$29.4M
WUW
218
Wheels Up Wealth
California
$29.4M
LFA
219
LifeGuide Financial Advisors
Pennsylvania
$29.4M
DAS
220
Dynamic Advisor Solutions
Arizona
$29.1M
AFA
221
AA Financial Advisors
Ohio
$28.8M
SFP
222
SwitchPoint Financial Planning
Utah
$28.7M
NDWM
223
New Dimensions Wealth Management
Texas
$28.4M
ACA
224
American Capital Advisory
Idaho
$28.2M
RSWM
225
Robertson Stephens Wealth Management
California
$28M