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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 %
CC
651
Citrine Capital
California
$850K +$1.18K +33 +0.1%
VI
652
VanderPol Investments
Michigan
$849K -$70K -1,953 -8%
MWP
653
Meredith Wealth Planning
Illinois
$845K +$845K +23,580 New
CWS
654
Confluence Wealth Services
Pennsylvania
$838K +$11.6K +325 +1%
EWA
655
Elevate Wealth Advisory
Georgia
$837K +$717 +20 +0.1%
BTWM
656
Baker Tilly Wealth Management
Wisconsin
$831K +$2.47K +69 +0.3%
FWI
657
Facet Wealth Inc
Maryland
$826K -$178K -4,866 -18%
GHA
658
GW Henssler & Associates
Georgia
$826K +$503K +14,043 +156%
MPAM
659
Murphy Pohlad Asset Management
Minnesota
$807K
QPWM
660
Quadrant Private Wealth Management
Pennsylvania
$802K
HFS
661
Hopwood Financial Services
Virginia
$802K
YWM
662
Yardley Wealth Management
Pennsylvania
$791K
BTI
663
Blue Trust Inc
Georgia
$790K -$15.1K -422 -2%
C
664
Certuity
Florida
$788K +$788K +21,994 New
BB
665
Busey Bank
Illinois
$786K
KFSC
666
Keystone Financial Services (Colorado)
Colorado
$784K -$262K -7,314 -25%
ETC
667
Exchange Traded Concepts
Oklahoma
$783K +$783K +21,846 New
KP
668
Keel Point
Alabama
$778K +$365K +10,191 +89%
CCMG
669
Clark Capital Management Group
Pennsylvania
$775K -$298K -8,306 -28%
BTW
670
Boston Trust Walden
Massachusetts
$772K
EWP
671
Elevation Wealth Partners
California
$770K +$2.26K +63 +0.3%
MFG
672
Mendota Financial Group
Wisconsin
$765K
S
673
SignatureFD
Georgia
$758K -$143 -4 -0%
EIA
674
Eldridge Investment Advisors
New Hampshire
$755K -$7.06K -197 -0.9%
YWM
675
Yoder Wealth Management
California
$753K