We are live on ! Find out more
DFAC icon

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
CWMA
276
Capstone Wealth Management (Alabama)
Alabama
$15.1M -$13.1K -351 -0.1%
BTWM
277
Baker Tilly Wealth Management
Wisconsin
$15M +$12.6M +338,131 +1,458%
RFC
278
Regions Financial Corp
Alabama
$15M +$950K +25,447 +7%
FOA
279
Five Oceans Advisors
California
$14.4M +$373K +9,988 +3%
AWM
280
Austin Wealth Management
Texas
$14.4M -$282K -7,568 -2%
IAN
281
Integrated Advisors Network
Texas
$14.3M -$190K -5,079 -1%
MGIA
282
Moneta Group Investment Advisors
Missouri
$13.9M +$8.57M +229,531 +177%
NL
283
NWAM LLC
Washington
$13.7M +$492K +13,183 +4%
HWM
284
Hassell Wealth Management
Louisiana
$13.5M -$202K -5,405 -2%
CGPCS
285
Capital Group Private Client Services
California
$13.3M -$95.5K -2,558 -0.7%
CW
286
CreativeOne Wealth
Kansas
$13.2M +$3.97M +106,492 +45%
OA
287
Oceanside Advisors
South Carolina
$12.7M +$107K +2,859 +0.9%
TWCA
288
Two West Capital Advisors
Kansas
$12.7M +$251K +6,720 +2%
FOR
289
Family Office Research
Maryland
$12.7M +$79.5K +2,130 +0.6%
WAG
290
Winthrop Advisory Group
Massachusetts
$12.7M -$77.4K -2,074 -0.6%
Fidelity Investments
291
Fidelity Investments
Massachusetts
$12.7M +$709K +18,997 +6%
FWMP
292
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$12.6M -$823K -22,049 -6%
MPCL
293
My Personal CFO LLC
Washington
$12.6M +$12.2M +325,976 New
SWP
294
Stratos Wealth Partners
Ohio
$12.5M +$399K +10,691 +3%
MAM
295
McLean Asset Management
Virginia
$12.4M -$1.75M -46,936 -13%
AL
296
Aspiriant LLC
California
$12.3M -$160K -4,276 -1%
APW
297
Austin Private Wealth
Texas
$12.3M +$590K +15,818 +5%
CTWM
298
Cherry Tree Wealth Management
Minnesota
$12.2M -$711K -19,044 -6%
MWM
299
Melfa Wealth Management
Massachusetts
$12.1M -$32.2K -863 -0.3%
SIS
300
Strategic Investment Solutions
Illinois
$12M -$2.05M -55,000 -15%