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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
BTWM
276
Baker Tilly Wealth Management
Wisconsin
$15M
RFC
277
Regions Financial Corp
Alabama
$15M
FOA
278
Five Oceans Advisors
California
$14.4M
AWM
279
Austin Wealth Management
Texas
$14.4M
IAN
280
Integrated Advisors Network
Texas
$14.3M
MGIA
281
Moneta Group Investment Advisors
Missouri
$13.9M
HWM
282
Hassell Wealth Management
Louisiana
$13.5M
CGPCS
283
Capital Group Private Client Services
California
$13.3M
CW
284
CreativeOne Wealth
Kansas
$13.2M
OA
285
Oceanside Advisors
South Carolina
$12.7M
TWCA
286
Two West Capital Advisors
Kansas
$12.7M
FOR
287
Family Office Research
Maryland
$12.7M
WAG
288
Winthrop Advisory Group
Massachusetts
$12.7M
Fidelity Investments
289
Fidelity Investments
Massachusetts
$12.7M
FWMP
290
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$12.6M
MPCL
291
My Personal CFO LLC
Washington
$12.6M
SWP
292
Stratos Wealth Partners
Ohio
$12.5M
MAM
293
McLean Asset Management
Virginia
$12.4M
AL
294
Aspiriant LLC
California
$12.3M
APW
295
Austin Private Wealth
Texas
$12.3M
CTWM
296
Cherry Tree Wealth Management
Minnesota
$12.2M
MWM
297
Melfa Wealth Management
Massachusetts
$12.1M
SIS
298
Strategic Investment Solutions
Illinois
$12M
GLR
299
Great Lakes Retirement
Ohio
$11.9M
CWM
300
Cedar Wealth Management
California
$11.7M