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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
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.55B
AF
2
Align Financial
Minnesota
$1.81B
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.69B
FFM
4
Forum Financial Management
Illinois
$1.63B
LPL Financial
5
LPL Financial
California
$702M
FPAS
6
Focus Partners Advisor Solutions
Missouri
$631M
AC
7
Apella Capital
Connecticut
$551M
GA
8
Greenspring Advisors
Maryland
$525M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$479M
RWM
10
Rockwood Wealth Management
Pennsylvania
$459M
PL
11
Plancorp LLC
Missouri
$413M
SIC
12
SJS Investment Consulting
Ohio
$361M
GWA
13
Geometric Wealth Advisors
District of Columbia
$339M
SC
14
Savant Capital
Illinois
$318M
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$315M
WANY
16
Wealthspire Advisors (New York)
New York
$298M
MWA
17
Monograph Wealth Advisors
California
$265M
SP
18
Symmetry Partners
Connecticut
$257M
BPA
19
Beacon Pointe Advisors
California
$237M
AF
20
Allworth Financial
California
$236M
HighTower Advisors
21
HighTower Advisors
Illinois
$227M
CFA
22
Capstone Financial Advisors
Illinois
$217M
Bank of America
23
Bank of America
North Carolina
$211M
JTWM
24
Jackson Thornton Wealth Management
Alabama
$196M
MWM
25
Modera Wealth Management
New Jersey
$192M