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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
13.56%
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 %
AIM
526
Archer Investment Management
Texas
$1.82M -$377K -10,518 -17%
SWP
527
Strategic Wealth Partners
Ohio
$1.79M +$1.79M +50,006 New
CWMK
528
Caliber Wealth Management (Kansas)
Kansas
$1.79M -$75.9K -2,117 -4%
BHWM
529
Beaird Harris Wealth Management
Texas
$1.79M +$753 +21 +0%
KPWS
530
Kestra Private Wealth Services
Texas
$1.77M +$215 +6 +0%
OW
531
Olistico Wealth
Oklahoma
$1.77M -$91.3K -2,548 -5%
Fifth Third Bancorp
532
Fifth Third Bancorp
Ohio
$1.73M
OC
533
Oakworth Capital
Alabama
$1.73M +$133K +3,718 +8%
LPFG
534
Landing Point Financial Group
Ohio
$1.72M +$358K +9,975 +26%
IIA
535
Integrity Investment Advisors
Colorado
$1.72M -$15.6K -436 -0.9%
MA
536
MJP Associates
Connecticut
$1.7M -$155K -4,334 -8%
AO
537
Advisor OS
Illinois
$1.7M -$155K -4,334 -8%
AWP
538
Axis Wealth Partners
Rhode Island
$1.68M +$83.1K +2,319 +5%
BP
539
Ballentine Partners
Massachusetts
$1.65M
US Bancorp
540
US Bancorp
Minnesota
$1.65M -$29.2K -815 -2%
SWM
541
Shakespeare Wealth Management
Wisconsin
$1.65M +$128K +3,572 +8%
CAG
542
Csenge Advisory Group
Florida
$1.63M +$80.2K +2,342 +5%
PGFC
543
Peapack-Gladstone Financial Corp
New Jersey
$1.63M -$85K -2,370 -5%
Ameriprise
544
Ameriprise
Minnesota
$1.61M +$355K +9,894 +28%
PA
545
Parallel Advisors
California
$1.6M +$502 +14 +0%
PNC Financial Services Group
546
PNC Financial Services Group
Pennsylvania
$1.58M +$502K +14,007 +46%
CHJWM
547
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.57M
IWM
548
IHT Wealth Management
Illinois
$1.57M +$215 +6 +0%
Envestnet Portfolio Solutions
549
Envestnet Portfolio Solutions
Illinois
$1.57M +$18.1K +505 +1%
IWA
550
Icon Wealth Advisors
Texas
$1.53M