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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
SW
251
Simplicity Wealth
New Jersey
$18.4M
VWA
252
Visionary Wealth Advisors
Illinois
$18.3M
CFO
253
CVA Family Office
Colorado
$18M
DWM
254
Daner Wealth Management
Georgia
$17.9M
SFA
255
Sequoia Financial Advisors
Ohio
$17.6M
Stifel Financial
256
Stifel Financial
Missouri
$17.4M
QCM
257
Quantinno Capital Management
New York
$17.1M
TIAM2
258
Tru Independence Asset Management 2
Oregon
$16.6M
XPN
259
XY Planning Network
Montana
$16.4M
RWM
260
Riverchase Wealth Management
Texas
$16.3M
APP
261
Avantax Planning Partners
Iowa
$16M
VPWA
262
Vestia Personal Wealth Advisors
Indiana
$16M
HWM
263
Hemington Wealth Management
Virginia
$15.8M
DWA
264
Delap Wealth Advisory
Oregon
$15.8M
FWP
265
Firethorn Wealth Partners
Georgia
$15.6M
CCA
266
Cravens & Co Advisors
Tennessee
$15.6M
WC
267
Wolfstich Capital
Massachusetts
$15.5M
SWG
268
Summit Wealth Group
Vermont
$15.4M
SOAG
269
Silver Oak Advisory Group
Oregon
$15.3M
PCIA
270
Prime Capital Investment Advisors
Kansas
$15.3M
DWM
271
Diversify Wealth Management
Utah
$15.1M
CWMA
272
Capstone Wealth Management (Alabama)
Alabama
$15.1M
BTWM
273
Baker Tilly Wealth Management
Wisconsin
$15M
RFC
274
Regions Financial Corp
Alabama
$15M
FOA
275
Five Oceans Advisors
California
$14.4M