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