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Dimensional US Core Equity 2 ETF

1,011 hedge funds and large institutions have $28.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.56%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.03B +$99.9M +2,785,992 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.97B +$94M +2,622,796 +5%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.47B +$23.4M +653,375 +2%
FFM
4
Forum Financial Management
Illinois
$1.39B +$39.4M +1,100,537 +3%
LPL Financial
5
LPL Financial
California
$625M +$2.73M +76,098 +0.4%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$558M -$29.2M -814,395 -5%
AC
7
Apella Capital
Connecticut
$463M +$35.1M +969,442 +8%
PL
8
Plancorp LLC
Missouri
$385M +$6.22M +173,627 +2%
RWM
9
Rockwood Wealth Management
Pennsylvania
$382M +$17.8M +497,242 +5%
SIC
10
SJS Investment Consulting
Ohio
$320M -$10.5M -294,169 -3%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$316M +$165M +4,593,492 +109%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$313M -$33M -920,602 -10%
GWA
13
Geometric Wealth Advisors
District of Columbia
$288M +$9.77M +272,734 +4%
WANY
14
Wealthspire Advisors (New York)
New York
$282M -$16.2M -453,305 -5%
SC
15
Savant Capital
Illinois
$265M -$11.1M -310,697 -4%
MWA
16
Monograph Wealth Advisors
California
$229M -$12.6M -350,364 -5%
HighTower Advisors
17
HighTower Advisors
Illinois
$217M +$4.64M +129,585 +2%
AF
18
Allworth Financial
California
$199M +$34.7M +968,562 +21%
CFA
19
Capstone Financial Advisors
Illinois
$192M -$7.54M -210,295 -4%
MWM
20
Modera Wealth Management
New Jersey
$182M -$1.79M -49,864 -1%
JTWM
21
Jackson Thornton Wealth Management
Alabama
$179M -$829K -22,864 -0.5%
WA
22
Wealthstream Advisors
New York
$178M +$2.58M +71,860 +1%
Bank of America
23
Bank of America
North Carolina
$173M +$11.5M +321,073 +7%
GM
24
GeoWealth Management
Illinois
$173M -$16.5M -459,321 -9%
Corient Private Wealth
25
Corient Private Wealth
Florida
$172M -$14.6M -406,862 -8%