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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
JWM
251
JDH Wealth Management
California
$19.2M
TI
252
tru Independence
Oregon
$18.5M
SW
253
Simplicity Wealth
New Jersey
$18.4M
VWA
254
Visionary Wealth Advisors
Illinois
$18.3M
CFO
255
CVA Family Office
Colorado
$18M
DWM
256
Daner Wealth Management
Georgia
$17.9M
SFA
257
Sequoia Financial Advisors
Ohio
$17.6M
Stifel Financial
258
Stifel Financial
Missouri
$17.4M
QCM
259
Quantinno Capital Management
New York
$17.1M
TIAM2
260
Tru Independence Asset Management 2
Oregon
$16.6M
XPN
261
XY Planning Network
Montana
$16.4M
RWM
262
Riverchase Wealth Management
Texas
$16.3M
APP
263
Avantax Planning Partners
Iowa
$16M
VPWA
264
Vestia Personal Wealth Advisors
Indiana
$16M
HWM
265
Hemington Wealth Management
Virginia
$15.8M
DWA
266
Delap Wealth Advisory
Oregon
$15.8M
FWP
267
Firethorn Wealth Partners
Georgia
$15.6M
CCA
268
Cravens & Co Advisors
Tennessee
$15.6M
WC
269
Wolfstich Capital
Massachusetts
$15.5M
SWG
270
Summit Wealth Group
Vermont
$15.4M
SOAG
271
Silver Oak Advisory Group
Oregon
$15.3M
PCIA
272
Prime Capital Investment Advisors
Kansas
$15.3M
DWM
273
Diversify Wealth Management
Utah
$15.1M
CWMA
274
Capstone Wealth Management (Alabama)
Alabama
$15.1M
BTWM
275
Baker Tilly Wealth Management
Wisconsin
$15M