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Dimensional US Core Equity 2 ETF

1,011 hedge funds and large institutions have $28.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.57%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K
Name Holding Trade Value Shares
Change
Shares
Change %
BA
326
Bridgewater Advisors
New York
$7.45M -$26.8K -726 -0.4%
OC
327
Optima Capital
Oregon
$7.39M -$98.4K -2,745 -1%
PWS
328
Physician Wealth Solutions
Nevada
$7.37M +$322K +8,990 +5%
MFC
329
Morris Financial Concepts
South Carolina
$7.32M -$95.1K -2,654 -1%
Wells Fargo
330
Wells Fargo
California
$7.07M +$1.06M +29,603 +18%
VWA
331
VSM Wealth Advisory
Maryland
$6.98M +$479K +13,376 +7%
ACS
332
Archford Capital Strategies
Illinois
$6.81M +$170K +4,753 +3%
BFG
333
Berger Financial Group
Minnesota
$6.74M +$132K +3,676 +2%
MF
334
Montis Financial
Massachusetts
$6.61M -$3.91K -109 -0.1%
NHC
335
Nicholas Hoffman & Company
Georgia
$6.56M +$30.6K +853 +0.5%
IA
336
IFG Advisors
Missouri
$6.55M -$25.4K -708 -0.4%
APWA
337
Atlas Private Wealth Advisors
New Jersey
$6.53M +$6.53M +182,138 New
KRW
338
Kaufman Rossin Wealth
Florida
$6.49M -$222K -6,203 -3%
HWA
339
HMV Wealth Advisors
Louisiana
$6.47M +$640K +17,860 +11%
GRP
340
Global Retirement Partners
California
$6.45M +$6.45M +180,037 New
WCWM
341
Willow Creek Wealth Management
California
$6.43M +$643K +17,928 +11%
AWA
342
Acorn Wealth Advisors
Michigan
$6.15M +$903K +25,201 +17%
AAS
343
Avantax Advisory Services
Texas
$6.1M +$824 +23 +0%
Thrivent Financial for Lutherans
344
Thrivent Financial for Lutherans
Minnesota
$6.08M +$4.52M +126,167 +290%
TWP
345
Triad Wealth Partners
Kansas
$6.05M +$4.28M +119,548 +243%
CC
346
Copperleaf Capital
North Carolina
$5.87M +$780K +21,753 +15%
FC
347
Financial Council
Maryland
$5.86M +$178K +4,964 +3%
BWA
348
BlueSky Wealth Advisors
North Carolina
$5.85M
CNC
349
Citizens & Northern Corp
Pennsylvania
$5.78M -$25.1K -701 -0.4%
VVP
350
Venture Visionary Partners
Ohio
$5.74M -$2.44K -68 -0%