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Dimensional US Core Equity 2 ETF

988 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 405 increasing their positions, 317 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

0.72% less ownership

Funds ownership: 82.25%81.52% (-0.72%)

4% less capital invested

Capital invested by funds: $26.6B → $25.6B (-$953M)

1% less funds holding in top 10

Funds holding in top 10: 263260 (-3)

Holders
988
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
260
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.54M
Puts
$20K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.77B
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.72B
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.33B
FFM
4
Forum Financial Management
Illinois
$1.25B
LPL Financial
5
LPL Financial
California
$573M
FPAS
6
Focus Partners Advisor Solutions
Missouri
$540M
AC
7
Apella Capital
Connecticut
$376M
PL
8
Plancorp LLC
Missouri
$349M
RWM
9
Rockwood Wealth Management
Pennsylvania
$335M
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$319M
SIC
11
SJS Investment Consulting
Ohio
$304M
WANY
12
Wealthspire Advisors (New York)
New York
$274M
GWA
13
Geometric Wealth Advisors
District of Columbia
$256M
SC
14
Savant Capital
Illinois
$254M
MWA
15
Monograph Wealth Advisors
California
$223M
GA
16
Greenspring Advisors
Maryland
$221M
HighTower Advisors
17
HighTower Advisors
Illinois
$195M
HFS
18
Heritage Financial Services
Massachusetts
$185M
CFA
19
Capstone Financial Advisors
Illinois
$184M
GM
20
GeoWealth Management
Illinois
$174M
Corient Private Wealth
21
Corient Private Wealth
Florida
$172M
MWM
22
Modera Wealth Management
New Jersey
$169M
WA
23
Wealthstream Advisors
New York
$161M
JTWM
24
Jackson Thornton Wealth Management
Alabama
$153M
Baird Financial Group
25
Baird Financial Group
Wisconsin
$151M