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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
AFA
526
American Financial Advisors
Georgia
$1.87M
LWM
527
Level Wealth Management
North Carolina
$1.87M
CCWM
528
Cassaday & Co Wealth Management
Virginia
$1.82M
AIM
529
Archer Investment Management
Texas
$1.82M
SWP
530
Strategic Wealth Partners
Ohio
$1.79M
CWMK
531
Caliber Wealth Management (Kansas)
Kansas
$1.79M
BHWM
532
Beaird Harris Wealth Management
Texas
$1.79M
KPWS
533
Kestra Private Wealth Services
Texas
$1.77M
OW
534
Olistico Wealth
Oklahoma
$1.77M
Fifth Third Bancorp
535
Fifth Third Bancorp
Ohio
$1.73M
OC
536
Oakworth Capital
Alabama
$1.73M
LPFG
537
Landing Point Financial Group
Ohio
$1.72M
IIA
538
Integrity Investment Advisors
Colorado
$1.72M
MA
539
MJP Associates
Connecticut
$1.7M
AO
540
Advisor OS
Illinois
$1.7M
AWP
541
Axis Wealth Partners
Rhode Island
$1.68M
BP
542
Ballentine Partners
Massachusetts
$1.65M
US Bancorp
543
US Bancorp
Minnesota
$1.65M
SWM
544
Shakespeare Wealth Management
Wisconsin
$1.65M
CAG
545
Csenge Advisory Group
Florida
$1.63M
PGFC
546
Peapack-Gladstone Financial Corp
New Jersey
$1.63M
Ameriprise
547
Ameriprise
Minnesota
$1.61M
PA
548
Parallel Advisors
California
$1.6M
PNC Financial Services Group
549
PNC Financial Services Group
Pennsylvania
$1.58M
CHJWM
550
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.57M