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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
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$51.2M
FS
127
Financial Symmetry
North Carolina
$50.9M
ODA
128
One Degree Advisors
California
$50.4M
UBS Group
129
UBS Group
Switzerland
$49.8M
TWD
130
True Wealth Design
Ohio
$49.7M
GFA
131
Grunden Financial Advisory
Texas
$49.1M
MCM
132
Morton Capital Management
California
$48.5M
AC
133
Applied Capital
Arkansas
$47.2M
TCOTS
134
Trust Company of the South
North Carolina
$47M
WAN
135
Wealth Advisors Northwest
Oregon
$46.9M
EWA
136
EP Wealth Advisors
California
$46.6M
NWM
137
Northwest Wealth Management
Iowa
$46M
LFA
138
Lauterbach Financial Advisors
Texas
$45.4M
RCI
139
RS Crum Inc
California
$44.8M
PCM
140
Passive Capital Management
Maryland
$44.6M
MHB
141
Midwest Heritage Bank
Iowa
$44.5M
ACM
142
Aspen Capital Management
Idaho
$43.8M
C1AG
143
Client 1st Advisory Group
Florida
$43.5M
VAG
144
Vannoy Advisory Group
Texas
$42.7M
MPW
145
MASECO Private Wealth
$42.5M
BAM
146
Bayshore Asset Management
Florida
$42.2M
CPWM
147
Cypress Point Wealth Management
Texas
$42.2M
CWM
148
Cherrydale Wealth Management
New Jersey
$41.9M
BWMG
149
Bannerman Wealth Management Group
Texas
$41.6M
RK
150
Rather & Kittrell
Tennessee
$41.4M