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Dimensional US Core Equity 2 ETF

987 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 405 increasing their positions, 316 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-4
Holders Change %
-0.4%
% of All Funds
13.41%
Holding in Top 10
259
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.52%
New
61
Increased
405
Reduced
316
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
826
Angeles Wealth Management
California
$307K -$26.4K -800 -8%
HFS
827
Horizon Financial Services
North Carolina
$307K
AC
828
AlphaCore Capital
California
$306K +$306K +9,262 New
JWM
829
Jessup Wealth Management
Ohio
$305K +$305K +9,243 New
SFS
830
Summit Financial Strategies
Ohio
$305K -$3.4K -103 -1%
RWP
831
Ridgeline Wealth Planning
Ohio
$305K
WTB
832
Washington Trust Bank
Washington
$301K +$301K +9,125 New
FFWA
833
FRG Family Wealth Advisors
Washington
$299K +$726 +22 +0.2%
GD
834
Grandfield & Dodd
New York
$298K
WCM
835
Wealthcare Capital Management
Virginia
$297K +$2.64K +80 +0.9%
GHA
836
GW Henssler & Associates
Georgia
$297K +$47.9K +1,452 +19%
National Bank of Canada
837
National Bank of Canada
Quebec, Canada
$295K +$83.4K +2,493 +39%
VBWMG
838
Von Berge Wealth Management Group
California
$292K +$2.08K +65 +0.7%
RBC
839
Romano Brothers & Co
Illinois
$291K +$291K +8,832 New
M1FG
840
Mach-1 Financial Group
Arkansas
$287K +$287K +8,692 New
NAM
841
NorthCrest Asset Manangement
Minnesota
$286K -$20.1K -609 -7%
TF
842
Tenon Financial
New Jersey
$286K
HFP
843
Holistic Financial Partners
Indiana
$285K -$660 -20 -0.2%
PCH
844
PGIM Custom Harvest
New Jersey
$285K -$44.5K -1,350 -14%
EA
845
Ellsworth Advisors
Ohio
$282K -$9.4K -285 -3%
MAG
846
Mokosak Advisory Group
Iowa
$281K +$693 +21 +0.2%
FG
847
Foster Group
Iowa
$280K -$5.74K -174 -2%
PMFA
848
Plante Moran Financial Advisors
Michigan
$280K
CRC
849
Curi RMB Capital
Illinois
$280K +$52.4K +1,589 +23%
ML
850
McAdam LLC
Pennsylvania
$278K