DFAC icon

Dimensional US Core Equity 2 ETF

1,025 hedge funds and large institutions have $29B invested in Dimensional US Core Equity 2 ETF in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 402 increasing their positions, 336 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 258251 (-7)

5.29% less ownership

Funds ownership: 81.38%76.09% (-5.3%)

48% less call options, than puts

Call options by funds: $401K | Put options by funds: $775K

Holders
1,025
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
251
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$401K
Puts
$775K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
Scratch Capital
Idaho
$23.3M
NEWAS
227
N.E.W. Advisory Services
Wisconsin
$23M
GWM
228
Geneos Wealth Management
Colorado
$22.9M
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$22.8M
WMS
230
Wealth Management Strategies
Pennsylvania
$22.7M
IAG
231
Investment Advisory Group
Massachusetts
$22.5M
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$22.5M
LFA
233
LifeGuide Financial Advisors
Pennsylvania
$22.3M
RS
234
Retirement Solution
Washington
$22.2M
MFG
235
Merit Financial Group
Georgia
$22M
LFGO
236
Legacy Financial Group (Oklahoma)
Oklahoma
$21.6M
CIAS
237
CFS Investment Advisory Services
New Jersey
$21.5M
HKIMG
238
Hutchens & Kramer Investment Management Group
Indiana
$21.5M
MWM
239
Mission Wealth Management
California
$20.8M
PFG
240
Pinnacle Financial Group
Illinois
$20.7M
Morgan Stanley
241
Morgan Stanley
New York
$20.6M
PWP
242
Parkwoods Wealth Partners
New York
$20.3M
SRCM
243
Signature Resources Capital Management
California
$20.1M
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$20M
TW
245
Trajan Wealth
Arizona
$19.9M
RFP
246
Root Financial Partners
California
$19.7M
BI
247
Binnacle Investments
Iowa
$19.5M
SC
248
Schubert & Co
Texas
$19.2M
JWM
249
JDH Wealth Management
California
$19.2M
TI
250
tru Independence
Oregon
$18.5M