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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 %
EGWAG
801
Elwood & Goetz Wealth Advisory Group
Georgia
$398K -$3.37K -94 -0.8%
BAM
802
BOS Asset Management
Illinois
$395K +$5.48K +153 +1%
MCM
803
Monument Capital Management
Virginia
$395K
BH
804
Burk Holdings
Oklahoma
$395K +$6.02K +168 +2%
OA
805
Oxbow Advisors
Texas
$391K
SAF
806
Smith Anglin Financial
Texas
$389K +$1.15K +32 +0.3%
GEA
807
Glen Eagle Advisors
New Jersey
$386K
IF
808
Intrua Financial
Texas
$385K
GPA
809
Garrison Point Advisors
California
$385K
RIA
810
Regal Investment Advisors
Michigan
$380K
FG
811
Fairman Group
Pennsylvania
$380K +$1.11K +31 +0.3%
CIC
812
Carnegie Investment Counsel
Ohio
$377K
WP
813
WealthShield Partners
North Carolina
$372K +$645 +18 +0.2%
WTC
814
WhitTier Trust Company
Nevada
$369K
TF
815
Trek Financial
Arizona
$369K +$369K +10,299 New
HFS
816
Hantz Financial Services
Michigan
$369K +$369K +10,282 New
BCWM
817
Bartlett & Co Wealth Management
Ohio
$368K
MAM
818
Marotta Asset Management
Virginia
$366K +$1.11K +31 +0.3%
VA
819
Vident Advisory
Georgia
$365K
EWM
820
Evercore Wealth Management
New York
$365K
WN
821
Williams & Novak
California
$363K +$14.7K +410 +4%
CWG
822
Cornerstone Wealth Group
North Carolina
$361K -$1.82M -50,881 -83%
BWA
823
Bordeaux Wealth Advisors
California
$359K -$47.9K -1,336 -12%
KSWA
824
Kathleen S. Wright Associates
Pennsylvania
$356K +$129K +3,610 +57%
M
825
MATAURO
New York
$356K -$6.77K -189 -2%