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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
BI
251
Binnacle Investments
Iowa
$19.5M +$559K +14,970 +3%
SC
252
Schubert & Co
Texas
$19.2M +$1.04M +27,907 +6%
JWM
253
JDH Wealth Management
California
$19.2M +$13.7K +368 +0.1%
TI
254
tru Independence
Oregon
$18.5M +$727K +19,483 +4%
SW
255
Simplicity Wealth
New Jersey
$18.4M -$14M -374,590 -44%
VWA
256
Visionary Wealth Advisors
Illinois
$18.3M +$3.18M +85,210 +22%
CFO
257
CVA Family Office
Colorado
$18M +$37.4K +1,002 +0.2%
DWM
258
Daner Wealth Management
Georgia
$17.9M -$166K -4,452 -1%
SFA
259
Sequoia Financial Advisors
Ohio
$17.6M +$663K +17,758 +4%
Stifel Financial
260
Stifel Financial
Missouri
$17.4M -$31.8K -853 -0.2%
QCM
261
Quantinno Capital Management
New York
$17.1M +$11.6M +311,047 +233%
TIAM2
262
Tru Independence Asset Management 2
Oregon
$16.6M -$211K -5,644 -1%
XPN
263
XY Planning Network
Montana
$16.4M
RWM
264
Riverchase Wealth Management
Texas
$16.3M -$2.21M -59,265 -12%
APP
265
Avantax Planning Partners
Iowa
$16M -$5.01M -134,120 -24%
VPWA
266
Vestia Personal Wealth Advisors
Indiana
$16M +$2.47M +66,280 +19%
HWM
267
Hemington Wealth Management
Virginia
$15.8M -$325K -8,709 -2%
DWA
268
Delap Wealth Advisory
Oregon
$15.8M +$392K +10,504 +3%
FWP
269
Firethorn Wealth Partners
Georgia
$15.6M -$117K -3,137 -0.8%
CCA
270
Cravens & Co Advisors
Tennessee
$15.6M +$90.1K +2,415 +0.6%
WC
271
Wolfstich Capital
Massachusetts
$15.5M
SWG
272
Summit Wealth Group
Vermont
$15.4M -$1.44M -38,609 -9%
SOAG
273
Silver Oak Advisory Group
Oregon
$15.3M +$1.5M +40,072 +11%
PCIA
274
Prime Capital Investment Advisors
Kansas
$15.3M +$1.6M +42,997 +12%
DWM
275
Diversify Wealth Management
Utah
$15.1M -$400K -10,720 -3%