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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
IWM
551
IHT Wealth Management
Illinois
$1.57M
Envestnet Portfolio Solutions
552
Envestnet Portfolio Solutions
Illinois
$1.57M
IWA
553
Icon Wealth Advisors
Texas
$1.53M
CMP
554
Coston McIsaac & Partners
Maine
$1.52M
SRB
555
Shotwell Rutter Baer
Michigan
$1.51M
TC
556
TownSquare Capital
Utah
$1.51M
RC
557
Roundview Capital
New Jersey
$1.51M
BWM
558
Benchmark Wealth Management
Connecticut
$1.48M
EE
559
EWG Elevate
California
$1.41M
AFA
560
Avant Financial Advisors
Texas
$1.41M
TNBTD
561
Trustmark National Bank Trust Department
Mississippi
$1.4M
MIAS
562
Mason Investment Advisory Services
Virginia
$1.4M
PA
563
Probity Advisors
Texas
$1.4M
HIP
564
HUB Investment Partners
Texas
$1.39M
SCTC
565
Sanibel Captiva Trust Company
Florida
$1.38M
VFIC
566
Valley Forge Investment Consultants
Pennsylvania
$1.37M
UF
567
Univest Financial
Pennsylvania
$1.36M
SIA
568
SeaBridge Investment Advisors
New Jersey
$1.36M
NB
569
Nicolet Bankshares
Wisconsin
$1.36M
CWM
570
Connecticut Wealth Management
Connecticut
$1.34M
LA
571
Lifeworks Advisors
Michigan
$1.34M
VWM
572
Vermillion Wealth Management
Minnesota
$1.32M
BFP
573
Brewster Financial Planning
New York
$1.31M
DEM
574
Disciplined Equity Management
Florida
$1.3M
VPIM
575
Vanguard Personalized Indexing Management
California
$1.3M