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Dimensional US Core Equity 2 ETF

1,037 hedge funds and large institutions have $29.5B invested in Dimensional US Core Equity 2 ETF in 2025 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 404 increasing their positions, 341 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2% less funds holding in top 10

Funds holding in top 10: 259254 (-5)

4.18% less ownership

Funds ownership: 81.35%77.18% (-4.2%)

48% less call options, than puts

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

Holders
1,037
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
254
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
HIGP
226
Hill Investment Group Partners
Missouri
$23.5M
FFA
227
Farther Finance Advisors
California
$23.4M
SC
228
Scratch Capital
Idaho
$23.3M
NEWAS
229
N.E.W. Advisory Services
Wisconsin
$23M
GWM
230
Geneos Wealth Management
Colorado
$22.9M
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$22.8M
WMS
232
Wealth Management Strategies
Pennsylvania
$22.7M
IAG
233
Investment Advisory Group
Massachusetts
$22.5M
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$22.5M
LFA
235
LifeGuide Financial Advisors
Pennsylvania
$22.3M
RS
236
Retirement Solution
Washington
$22.2M
MFG
237
Merit Financial Group
Georgia
$22M
LFGO
238
Legacy Financial Group (Oklahoma)
Oklahoma
$21.6M
CIAS
239
CFS Investment Advisory Services
New Jersey
$21.5M
HKIMG
240
Hutchens & Kramer Investment Management Group
Indiana
$21.5M
MWM
241
Mission Wealth Management
California
$20.8M
PFG
242
Pinnacle Financial Group
Illinois
$20.7M
Morgan Stanley
243
Morgan Stanley
New York
$20.6M
PWP
244
Parkwoods Wealth Partners
New York
$20.3M
SRCM
245
Signature Resources Capital Management
California
$20.1M
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$20M
TW
247
Trajan Wealth
Arizona
$19.9M
RFP
248
Root Financial Partners
California
$19.7M
BI
249
Binnacle Investments
Iowa
$19.5M
SC
250
Schubert & Co
Texas
$19.2M