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Dimensional US Core Equity 2 ETF

1,015 hedge funds and large institutions have $28.2B 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, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,015
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
LI
76
LRI Investments
Florida
$85.9M
WCM
77
Warburton Capital Management
Oklahoma
$85.2M
AssetMark Inc
78
AssetMark Inc
California
$84.4M
Creative Planning
79
Creative Planning
Kansas
$83.7M
SWA
80
ShankerValleau Wealth Advisors
Illinois
$82.5M
HIG
81
Heritage Investment Group
Florida
$79.3M
IA
82
Integrity Alliance
Iowa
$79.1M
VP
83
Verisail Partners
Georgia
$78.5M
RWM
84
Ruedi Wealth Management
Illinois
$77.1M
SHFA
85
SC&H Financial Advisors
Maryland
$76.2M
SWA
86
Sax Wealth Advisors
New Jersey
$76M
PCI
87
Planning Center Inc
Illinois
$75.1M
GWM
88
Grand Wealth Management
Michigan
$73.3M
ATI
89
ARK & TLK Investments
Oklahoma
$72.9M
KAM
90
KEB Asset Management
Illinois
$72M
TWA
91
TCI Wealth Advisors
Arizona
$71.8M
KAS
92
Kestra Advisory Services
Texas
$71.1M
HNWA
93
Henrickson Nauta Wealth Advisors
Michigan
$71M
MGWA
94
Monument Group Wealth Advisors
Massachusetts
$70.8M
CCWA
95
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$68.8M
BJL
96
Brighton Jones LLC
Washington
$68.2M
SM
97
Sensible Money
Arizona
$67.7M
ALWM
98
Andrews Lucia Wealth Management
California
$66.7M
HWM
99
HB Wealth Management
Georgia
$66.3M
WAM
100
WNY Asset Management
New York
$66.3M