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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
WWP
76
Waypoint Wealth Partners
California
$87.6M
LI
77
LRI Investments
Florida
$85.9M
WCM
78
Warburton Capital Management
Oklahoma
$85.2M
AssetMark Inc
79
AssetMark Inc
California
$84.4M
Creative Planning
80
Creative Planning
Kansas
$83.7M
SWA
81
ShankerValleau Wealth Advisors
Illinois
$82.5M
HIG
82
Heritage Investment Group
Florida
$79.3M
IA
83
Integrity Alliance
Iowa
$79.1M
VP
84
Verisail Partners
Georgia
$78.5M
RWM
85
Ruedi Wealth Management
Illinois
$77.1M
SHFA
86
SC&H Financial Advisors
Maryland
$76.2M
SWA
87
Sax Wealth Advisors
New Jersey
$76M
PCI
88
Planning Center Inc
Illinois
$75.1M
GWM
89
Grand Wealth Management
Michigan
$73.3M
ATI
90
ARK & TLK Investments
Oklahoma
$72.9M
KAM
91
KEB Asset Management
Illinois
$72M
TWA
92
TCI Wealth Advisors
Arizona
$71.8M
KAS
93
Kestra Advisory Services
Texas
$71.1M
HNWA
94
Henrickson Nauta Wealth Advisors
Michigan
$71M
MGWA
95
Monument Group Wealth Advisors
Massachusetts
$70.8M
CCWA
96
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$68.8M
BJL
97
Brighton Jones LLC
Washington
$68.2M
SM
98
Sensible Money
Arizona
$67.7M
ALWM
99
Andrews Lucia Wealth Management
California
$66.7M
HWM
100
HB Wealth Management
Georgia
$66.3M