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Dimensional US Core Equity 2 ETF

986 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 405 increasing their positions, 314 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
13.4%
Holding in Top 10
258
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.51%
New
62
Increased
405
Reduced
314
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$150M -$8.92M -270,334 -6%
Bank of America
27
Bank of America
North Carolina
$149M -$4.35M -131,811 -3%
AF
28
Allworth Financial
California
$146M +$11.6M +361,110 +9%
PFA
29
Pure Financial Advisors
California
$143M -$5.8M -175,665 -4%
CPA
30
Cardiff Park Advisors
California
$140M +$3.1M +93,894 +2%
Cerity Partners
31
Cerity Partners
New York
$139M +$1.57M +47,606 +1%
VAS
32
Vestmark Advisory Solutions
Massachusetts
$139M +$18.9M +572,831 +16%
TWP
33
TFO Wealth Partners
Ohio
$134M -$1.61M -48,838 -1%
PCA
34
Prosperity Capital Advisors
Ohio
$133M +$2.42M +73,064 +2%
AAM
35
Austin Asset Management
Texas
$132M -$3.67M -111,376 -3%
Osaic Holdings
36
Osaic Holdings
Arizona
$131M +$43.4M +1,314,435 +49%
ADL
37
Asset Dedication LLC
California
$131M -$2.16M -65,490 -2%
NA
38
NewEdge Advisors
Louisiana
$128M -$17.1M -519,633 -12%
EAM
39
Evanson Asset Management
California
$128M -$5.12M -155,058 -4%
SP
40
Symmetry Partners
Connecticut
$121M +$7.38M +223,764 +7%
TFP
41
Triune Financial Partners
Kansas
$120M -$2.04M -61,833 -2%
OIA
42
OneDigital Investment Advisors
Kansas
$119M +$11.5M +348,113 +11%
MSWM
43
McGlone Suttner Wealth Management
Wisconsin
$118M +$920K +27,900 +0.8%
Mariner
44
Mariner
Kansas
$117M +$8.19M +248,189 +8%
OFA
45
Onyx Financial Advisors
Idaho
$117M +$5.32M +161,134 +5%
SSC
46
Syverson Strege & Co
Iowa
$115M +$1.42M +42,925 +1%
UWM
47
United Wealth Management
Virginia
$113M +$9.71M +294,232 +9%
Raymond James Financial
48
Raymond James Financial
Florida
$110M -$6.83M -206,948 -6%
CCA
49
Catalyst Capital Advisors
New York
$110M +$6.02M +182,548 +6%
MRC
50
Millburn Ridgefield Corp
New York
$110M +$6.02M +182,548 +6%