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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
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$66.3M
MWM
102
Mattern Wealth Management
Kansas
$65M
BBNB
103
Baker Boyer National Bank
Washington
$64.9M
THL
104
Tillman Hartley LLC
Colorado
$63.4M
W
105
WorthPointe
California
$63.3M
MSWM
106
Master's Wealth Management
Pennsylvania
$63.1M
VW
107
Vance Wealth
California
$62.6M
CC
108
Capstone Capital
Nevada
$62.2M
PWM
109
Parkshore Wealth Management
California
$62.1M
SC
110
Shearwater Capital
Colorado
$61.1M
Comerica Bank
111
Comerica Bank
Texas
$60.8M
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$60.1M
CA
113
Claris Advisors
Missouri
$59.9M
CWR
114
Chico Wealth RIA
California
$58.7M
PWM
115
Perigon Wealth Management
California
$56.7M
CPA
116
Capital Performance Advisors
California
$56.2M
EA
117
Efficient Advisors
Ohio
$56.1M
BCA
118
Ballentine Capital Advisors
South Carolina
$54M
BCI
119
Brinker Capital Investments
Pennsylvania
$53.9M
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$53.5M
CCMI
121
Creative Capital Management Investments
California
$52.9M
GWS
122
Glassman Wealth Services
Virginia
$52.5M
SPWM
123
Straight Path Wealth Management
Michigan
$52.4M
PMIM
124
Prudent Man Investment Management
Colorado
$51.9M
MML Investors Services
125
MML Investors Services
Massachusetts
$51.4M