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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
PCM
201
Peirce Capital Management
Texas
$31.9M
LWM
202
Liberty Wealth Management
California
$31.8M
MG
203
MilWealth Group
Wisconsin
$31.6M
QHA
204
Quarry Hill Advisors
Minnesota
$31.5M
BFS
205
Beacon Financial Strategies
North Carolina
$31.3M
MW
206
Marrick Wealth
California
$31.3M
QCM
207
Quantinno Capital Management
New York
$30.9M
OPF
208
Old Peak Finance
North Carolina
$30.9M
PAM
209
Pacific Asset Management
Washington
$30.3M
BGWM
210
Bridge Generations Wealth Management
Florida
$30M
SF
211
SageOak Financial
Oklahoma
$29.9M
WUW
212
Wheels Up Wealth
California
$29.7M
FFG
213
Fiduciary Financial Group
California
$29.7M
PFM
214
Phillips Financial Management
Indiana
$29.4M
WC
215
Wolfstich Capital
Massachusetts
$29.2M
CCM
216
Cloud Capital Management
Washington
$29.2M
DAS
217
Dynamic Advisor Solutions
Arizona
$29.1M
NDWM
218
New Dimensions Wealth Management
Texas
$28.9M
MG
219
Mather Group
Illinois
$28.8M
RSWM
220
Robertson Stephens Wealth Management
California
$28.7M
AFO
221
Aurelius Family Office
New Hampshire
$28.4M
EWM
222
Empirical Wealth Management
Washington
$28.3M
SFP
223
SwitchPoint Financial Planning
Utah
$28.3M
HSG
224
Helen Stephens Group
Texas
$28.1M
RFP
225
RCS Financial Planning
Maryland
$28M