DFAC icon

Dimensional US Core Equity 2 ETF

1,152 hedge funds and large institutions have $32.3B invested in Dimensional US Core Equity 2 ETF in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 486 increasing their positions, 352 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
279
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
PAM
201
Pacific Asset Management
Washington
$32.1M
JWM
202
JP Wealth Management
South Carolina
$31.4M
LWM
203
Liberty Wealth Management
California
$31.4M
UB
204
UMB Bank
Missouri
$31.3M
OPF
205
Old Peak Finance
North Carolina
$31.2M
MG
206
MilWealth Group
Wisconsin
$31.1M
PCM
207
Peirce Capital Management
Texas
$31.1M
FFG
208
Fiduciary Financial Group
California
$31M
BFS
209
Beacon Financial Strategies
North Carolina
$30.7M
MW
210
Marrick Wealth
California
$30.5M
HSG
211
Helen Stephens Group
Texas
$30.4M
EA
212
Efficient Advisors
Ohio
$30.4M
BGWM
213
Bridge Generations Wealth Management
Florida
$30.2M
SF
214
SageOak Financial
Oklahoma
$30M
CFGA
215
Cambridge Financial Group (Arizona)
Arizona
$29.4M
WUW
216
Wheels Up Wealth
California
$29.4M
LFA
217
LifeGuide Financial Advisors
Pennsylvania
$29.4M
DAS
218
Dynamic Advisor Solutions
Arizona
$29.1M
AFA
219
AA Financial Advisors
Ohio
$28.8M
SFP
220
SwitchPoint Financial Planning
Utah
$28.7M
NDWM
221
New Dimensions Wealth Management
Texas
$28.4M
ACA
222
American Capital Advisory
Idaho
$28.2M
RSWM
223
Robertson Stephens Wealth Management
California
$28M
SC
224
Scratch Capital
Idaho
$28M
PFM
225
Phillips Financial Management
Indiana
$28M