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Dimensional US Core Equity 2 ETF

1,033 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, 340 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: 258254 (-4)

4.19% less ownership

Funds ownership: 81.38%77.2% (-4.2%)

48% less call options, than puts

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

Holders
1,033
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
FH
226
Financial Harvest
Florida
$23.6M
HIGP
227
Hill Investment Group Partners
Missouri
$23.5M
FFA
228
Farther Finance Advisors
California
$23.4M
SC
229
Scratch Capital
Idaho
$23.3M
NEWAS
230
N.E.W. Advisory Services
Wisconsin
$23M
GWM
231
Geneos Wealth Management
Colorado
$22.9M
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$22.8M
WMS
233
Wealth Management Strategies
Pennsylvania
$22.7M
IAG
234
Investment Advisory Group
Massachusetts
$22.5M
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$22.5M
LFA
236
LifeGuide Financial Advisors
Pennsylvania
$22.3M
RS
237
Retirement Solution
Washington
$22.2M
MFG
238
Merit Financial Group
Georgia
$22M
LFGO
239
Legacy Financial Group (Oklahoma)
Oklahoma
$21.6M
CIAS
240
CFS Investment Advisory Services
New Jersey
$21.5M
HKIMG
241
Hutchens & Kramer Investment Management Group
Indiana
$21.5M
MWM
242
Mission Wealth Management
California
$20.8M
PFG
243
Pinnacle Financial Group
Illinois
$20.7M
Morgan Stanley
244
Morgan Stanley
New York
$20.6M
PWP
245
Parkwoods Wealth Partners
New York
$20.3M
SRCM
246
Signature Resources Capital Management
California
$20.1M
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$20M
TW
248
Trajan Wealth
Arizona
$19.9M
RFP
249
Root Financial Partners
California
$19.7M
BI
250
Binnacle Investments
Iowa
$19.5M