DFAC icon

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
BI
401
Beckerman Institutional
New Jersey
$4.26M
OSAM
402
O'Shaughnessy Asset Management
Connecticut
$4.23M
BW
403
Balance Wealth
Ohio
$4.22M
Kovitz Investment Group Partners
404
Kovitz Investment Group Partners
Illinois
$4.18M
AWA
405
Arbor Wealth Advisors
Michigan
$4.15M
AC
406
AlphaCore Capital
California
$4.14M
IC
407
IEQ Capital
California
$4.12M
EMC
408
Everest Management Corp
California
$4.09M
KOMWMG
409
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.05M
NAS
410
Nicolet Advisory Services
Wisconsin
$4.02M
EP
411
Essential Planning
New Hampshire
$3.99M
PTC
412
Private Trust Company
Ohio
$3.98M
MWM
413
Meridian Wealth Management
Kentucky
$3.97M
TFA
414
Tranquilli Financial Advisor
New Jersey
$3.91M
SPIA
415
Steward Partners Investment Advisory
New York
$3.91M
CCA
416
Clarity Capital Advisors
Florida
$3.89M
FI
417
Financial Insights
Washington
$3.88M
Brown Advisory
418
Brown Advisory
Maryland
$3.82M
TWM
419
TCFG Wealth Management
California
$3.81M
IFA
420
Index Fund Advisors
California
$3.79M
CAM
421
Clark Asset Management
New Hampshire
$3.76M
NA
422
Note Advisors
New York
$3.73M
Qube Research & Technologies (QRT)
423
Qube Research & Technologies (QRT)
United Kingdom
$3.65M
MSWM
424
Mowery & Schoenfeld Wealth Management
Illinois
$3.63M
ACM
425
Advisors Capital Management
New Jersey
$3.62M