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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
MML Investors Services
126
MML Investors Services
Massachusetts
$51.4M
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$51.2M
FS
128
Financial Symmetry
North Carolina
$50.9M
ODA
129
One Degree Advisors
California
$50.4M
UBS Group
130
UBS Group
Switzerland
$49.8M
TWD
131
True Wealth Design
Ohio
$49.7M
GFA
132
Grunden Financial Advisory
Texas
$49.1M
MCM
133
Morton Capital Management
California
$48.5M
AC
134
Applied Capital
Arkansas
$47.2M
TCOTS
135
Trust Company of the South
North Carolina
$47M
WAN
136
Wealth Advisors Northwest
Oregon
$46.9M
EWA
137
EP Wealth Advisors
California
$46.6M
NWM
138
Northwest Wealth Management
Iowa
$46M
LFA
139
Lauterbach Financial Advisors
Texas
$45.4M
RCI
140
RS Crum Inc
California
$44.8M
PCM
141
Passive Capital Management
Maryland
$44.6M
MHB
142
Midwest Heritage Bank
Iowa
$44.5M
ACM
143
Aspen Capital Management
Idaho
$43.8M
C1AG
144
Client 1st Advisory Group
Florida
$43.5M
VAG
145
Vannoy Advisory Group
Texas
$42.7M
MPW
146
MASECO Private Wealth
$42.5M
BAM
147
Bayshore Asset Management
Florida
$42.2M
CPWM
148
Cypress Point Wealth Management
Texas
$42.2M
CWM
149
Cherrydale Wealth Management
New Jersey
$41.9M
BWMG
150
Bannerman Wealth Management Group
Texas
$41.6M