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Dimensional US Core Equity 2 ETF

1,046 hedge funds and large institutions have $29.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 407 increasing their positions, 344 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 22

18% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 344

2% more funds holding

Funds holding: 1,0261,046 (+20)

4% more capital invested

Capital invested by funds: $28.4B → $29.6B (+$1.19B)

2% less funds holding in top 10

Funds holding in top 10: 261256 (-5)

4.24% less ownership

Funds ownership: 81.75%77.52% (-4.2%)

48% less call options, than puts

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

Holders
1,046
Holders Change
+20
Holders Change %
+1.95%
% of All Funds
13.73%
Holding in Top 10
256
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.92%
% of All Funds
3.36%
New
65
Increased
407
Reduced
344
Closed
22
Calls
$401K
Puts
$775K
Net Calls
-$374K
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
226
Savvy Advisors Inc
New York
$23.7M +$20.8M +557,323 +964%
FH
227
Financial Harvest
Florida
$23.6M +$747K +20,004 +3%
HIGP
228
Hill Investment Group Partners
Missouri
$23.5M -$2.63M -70,353 -10%
FFA
229
Farther Finance Advisors
California
$23.4M +$6.35M +170,205 +39%
SC
230
Scratch Capital
Idaho
$23.3M +$2.04M +54,780 +10%
NEWAS
231
N.E.W. Advisory Services
Wisconsin
$23M +$115K +3,095 +0.5%
GWM
232
Geneos Wealth Management
Colorado
$22.9M +$167K +4,471 +0.8%
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$22.8M -$266K -7,141 -1%
WMS
234
Wealth Management Strategies
Pennsylvania
$22.7M +$21.9M +587,745 New
IAG
235
Investment Advisory Group
Massachusetts
$22.5M +$146K +3,915 +0.7%
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$22.5M +$104K +2,781 +0.5%
LFA
237
LifeGuide Financial Advisors
Pennsylvania
$22.3M +$114K +3,042 +0.5%
RS
238
Retirement Solution
Washington
$22.2M +$461K +12,349 +2%
MFG
239
Merit Financial Group
Georgia
$22M +$1.77M +47,301 +9%
LFGO
240
Legacy Financial Group (Oklahoma)
Oklahoma
$21.6M -$537K -14,386 -3%
CIAS
241
CFS Investment Advisory Services
New Jersey
$21.5M +$272K +7,283 +1%
HKIMG
242
Hutchens & Kramer Investment Management Group
Indiana
$21.5M -$250K -6,700 -1%
MWM
243
Mission Wealth Management
California
$20.8M +$1.32M +35,451 +7%
PFG
244
Pinnacle Financial Group
Illinois
$20.7M +$603K +16,146 +3%
Morgan Stanley
245
Morgan Stanley
New York
$20.6M +$3M +80,312 +18%
PWP
246
Parkwoods Wealth Partners
New York
$20.3M +$11.7M +312,694 +147%
SRCM
247
Signature Resources Capital Management
California
$20.1M +$137K +3,677 +0.7%
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$20M +$1.23M +32,937 +7%
TW
249
Trajan Wealth
Arizona
$19.9M -$639K -17,127 -3%
RFP
250
Root Financial Partners
California
$19.7M +$7.57M +202,748 +66%