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Dimensional US Core Equity 2 ETF

1,138 hedge funds and large institutions have $34.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 409 increasing their positions, 342 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
285
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
UB
201
UMB Bank
Missouri
$32M
PCM
202
Peirce Capital Management
Texas
$31.9M
LWM
203
Liberty Wealth Management
California
$31.8M
MG
204
MilWealth Group
Wisconsin
$31.6M
QHA
205
Quarry Hill Advisors
Minnesota
$31.5M
BFS
206
Beacon Financial Strategies
North Carolina
$31.3M
MW
207
Marrick Wealth
California
$31.3M
QCM
208
Quantinno Capital Management
New York
$30.9M
OPF
209
Old Peak Finance
North Carolina
$30.9M
PAM
210
Pacific Asset Management
Washington
$30.3M
BGWM
211
Bridge Generations Wealth Management
Florida
$30M
SF
212
SageOak Financial
Oklahoma
$29.9M
WUW
213
Wheels Up Wealth
California
$29.7M
FFG
214
Fiduciary Financial Group
California
$29.7M
PFM
215
Phillips Financial Management
Indiana
$29.4M
WC
216
Wolfstich Capital
Massachusetts
$29.2M
CCM
217
Cloud Capital Management
Washington
$29.2M
DAS
218
Dynamic Advisor Solutions
Arizona
$29.1M
NDWM
219
New Dimensions Wealth Management
Texas
$28.9M
MG
220
Mather Group
Illinois
$28.8M
RSWM
221
Robertson Stephens Wealth Management
California
$28.7M
AFO
222
Aurelius Family Office
New Hampshire
$28.4M
EWM
223
Empirical Wealth Management
Washington
$28.3M
SFP
224
SwitchPoint Financial Planning
Utah
$28.3M
HSG
225
Helen Stephens Group
Texas
$28.1M