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Dimensional US Core Equity 2 ETF

1,015 hedge funds and large institutions have $28.2B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 422 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,015
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
258
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.31M
Puts
$254K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
251
tru Independence
Oregon
$16.5M
XPN
252
XY Planning Network
Montana
$16.4M
PWM
253
Parkworth Wealth Management
California
$16.3M
Morgan Stanley
254
Morgan Stanley
New York
$16.3M
Stifel Financial
255
Stifel Financial
Missouri
$16.2M
SWG
256
Summit Wealth Group
Vermont
$15.7M
SFA
257
Sequoia Financial Advisors
Ohio
$15.7M
KMWM
258
Keudell/Morrison Wealth Management
Oregon
$15.7M
FFA
259
Farther Finance Advisors
California
$15.6M
TIAM2
260
Tru Independence Asset Management 2
Oregon
$15.6M
HWM
261
Hemington Wealth Management
Virginia
$15M
DWM
262
Diversify Wealth Management
Utah
$14.9M
FWP
263
Firethorn Wealth Partners
Georgia
$14.6M
WC
264
Wolfstich Capital
Massachusetts
$14.4M
CCA
265
Cravens & Co Advisors
Tennessee
$14.4M
DWA
266
Delap Wealth Advisory
Oregon
$14.3M
CWMA
267
Capstone Wealth Management (Alabama)
Alabama
$14.1M
AWM
268
Austin Wealth Management
Texas
$14M
VWA
269
Visionary Wealth Advisors
Illinois
$13.9M
IAN
270
Integrated Advisors Network
Texas
$13.4M
MAM
271
McLean Asset Management
Virginia
$13.2M
HWM
272
Hassell Wealth Management
Louisiana
$13.2M
SIS
273
Strategic Investment Solutions
Illinois
$13.1M
RFC
274
Regions Financial Corp
Alabama
$13M
FOA
275
Five Oceans Advisors
California
$13M