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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
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.03B
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.97B
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.47B
FFM
4
Forum Financial Management
Illinois
$1.39B
LPL Financial
5
LPL Financial
California
$625M
FPAS
6
Focus Partners Advisor Solutions
Missouri
$558M
AC
7
Apella Capital
Connecticut
$463M
PL
8
Plancorp LLC
Missouri
$385M
RWM
9
Rockwood Wealth Management
Pennsylvania
$382M
SIC
10
SJS Investment Consulting
Ohio
$320M
VAS
11
Vestmark Advisory Solutions
Massachusetts
$316M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$313M
GWA
13
Geometric Wealth Advisors
District of Columbia
$288M
WANY
14
Wealthspire Advisors (New York)
New York
$282M
SC
15
Savant Capital
Illinois
$265M
MWA
16
Monograph Wealth Advisors
California
$229M
HighTower Advisors
17
HighTower Advisors
Illinois
$217M
AF
18
Allworth Financial
California
$199M
CFA
19
Capstone Financial Advisors
Illinois
$192M
MWM
20
Modera Wealth Management
New Jersey
$182M
JTWM
21
Jackson Thornton Wealth Management
Alabama
$179M
WA
22
Wealthstream Advisors
New York
$178M
Bank of America
23
Bank of America
North Carolina
$173M
GM
24
GeoWealth Management
Illinois
$173M
Corient Private Wealth
25
Corient Private Wealth
Florida
$172M