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Dimensional US Core Equity 2 ETF

1,012 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, 420 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+25
Holders Change %
+2.53%
% of All Funds
13.57%
Holding in Top 10
256
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.43%
New
82
Increased
420
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 %
EB
701
Emprise Bank
Kansas
$649K
PS
702
Principal Securities
Iowa
$647K -$62K -1,731 -9%
PFGIA
703
Patriot Financial Group Insurance Agency
Massachusetts
$644K +$1.58K +44 +0.2%
CT
704
Colonial Trust
South Carolina
$643K
ACC
705
Acorn Creek Capital
Colorado
$642K -$119K -3,329 -16%
CAI
706
Capital Advisors Inc
Oklahoma
$642K -$21.1K -588 -3%
OWA
707
Oak Wealth Advisors
Illinois
$628K -$73.7K -2,055 -10%
ATC
708
Argent Trust Co
Tennessee
$625K
FVWA
709
Foster Victor Wealth Advisors
South Carolina
$624K +$1.86K +51 +0.3%
BCA
710
Bay Capital Advisors
Virginia
$618K +$18K +502 +3%
PFA
711
Pettinga Financial Advisors
Indiana
$607K
R
712
Rebalance
California
$606K +$1.83K +51 +0.3%
AGP
713
Autumn Glory Partners
Texas
$606K +$101K +2,815 +20%
CAM
714
CPA Asset Management
Florida
$605K
CWA
715
CogentBlue Wealth Advisors
Tennessee
$600K
First Trust Advisors
716
First Trust Advisors
Illinois
$598K -$176K -4,920 -23%
EA
717
Evolution Advisers
Virginia
$597K
WA
718
WBH Advisory
Maryland
$590K -$502 -14 -0.1%
GS
719
GTS Securities
New York
$588K +$588K +16,416 New
MAS
720
Meeder Advisory Services
Ohio
$582K -$61.3K -1,710 -10%
MC
721
Moors & Cabot
Massachusetts
$581K +$12K +335 +2%
DWM
722
Destination Wealth Management
California
$580K
MAS
723
MPWM Advisory Solutions
Georgia
$578K -$1.04K -29 -0.2%
SPP
724
Single Point Partners
Massachusetts
$578K -$111K -3,096 -16%
MFG
725
Magnus Financial Group
New York
$574K +$1.68K +47 +0.3%