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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
IFWM
651
Institute for Wealth Management
Colorado
$856K
DJSG
652
D.J. St. Germain
Massachusetts
$854K
SRSA
653
S.R. Schill & Associates
Washington
$854K
CC
654
Citrine Capital
California
$850K
VI
655
VanderPol Investments
Michigan
$849K
MWP
656
Meredith Wealth Planning
Illinois
$845K
CWS
657
Confluence Wealth Services
Pennsylvania
$838K
EWA
658
Elevate Wealth Advisory
Georgia
$837K
BTWM
659
Baker Tilly Wealth Management
Wisconsin
$831K
FWI
660
Facet Wealth Inc
Maryland
$826K
GHA
661
GW Henssler & Associates
Georgia
$826K
MPAM
662
Murphy Pohlad Asset Management
Minnesota
$807K
QPWM
663
Quadrant Private Wealth Management
Pennsylvania
$802K
HFS
664
Hopwood Financial Services
Virginia
$802K
YWM
665
Yardley Wealth Management
Pennsylvania
$791K
BTI
666
Blue Trust Inc
Georgia
$790K
C
667
Certuity
Florida
$788K
BB
668
Busey Bank
Illinois
$786K
KFSC
669
Keystone Financial Services (Colorado)
Colorado
$784K
ETC
670
Exchange Traded Concepts
Oklahoma
$783K
KP
671
Keel Point
Alabama
$778K
CCMG
672
Clark Capital Management Group
Pennsylvania
$775K
BTW
673
Boston Trust Walden
Massachusetts
$772K
EWP
674
Elevation Wealth Partners
California
$770K
MFG
675
Mendota Financial Group
Wisconsin
$765K