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Dimensional US Core Equity 2 ETF

1,018 hedge funds and large institutions have $28.3B 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, 309 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
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
SOAG
276
Silver Oak Advisory Group
Oregon
$12.8M
VPWA
277
Vestia Personal Wealth Advisors
Indiana
$12.8M
PCIA
278
Prime Capital Investment Advisors
Kansas
$12.7M
FWMP
279
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$12.5M
CGPCS
280
Capital Group Private Client Services
California
$12.5M
CTWM
281
Cherry Tree Wealth Management
Minnesota
$12M
WAG
282
Winthrop Advisory Group
Massachusetts
$11.9M
TWCA
283
Two West Capital Advisors
Kansas
$11.8M
KAM
284
Knightsbridge Asset Management
California
$11.8M
FOR
285
Family Office Research
Maryland
$11.8M
OA
286
Oceanside Advisors
South Carolina
$11.7M
AL
287
Aspiriant LLC
California
$11.6M
MWM
288
Melfa Wealth Management
Massachusetts
$11.3M
SWP
289
Stratos Wealth Partners
Ohio
$11.3M
SAG
290
SageView Advisory Group
California
$11.2M
Fidelity Investments
291
Fidelity Investments
Massachusetts
$11.1M
RFP
292
Root Financial Partners
California
$11M
GWWM
293
Great Waters Wealth Management
Minnesota
$11M
APW
294
Austin Private Wealth
Texas
$10.9M
Pathstone Holdings
295
Pathstone Holdings
New Jersey
$10.9M
CWM
296
Cedar Wealth Management
California
$10.8M
AAP
297
Arax Advisory Partners
Colorado
$10.8M
GLR
298
Great Lakes Retirement
Ohio
$10.8M
AW
299
Avion Wealth
Texas
$10.8M
TIM
300
Tortoise Investment Management
New York
$10.7M