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Dimensional US Core Equity 2 ETF

1,025 hedge funds and large institutions have $29B invested in Dimensional US Core Equity 2 ETF in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 402 increasing their positions, 336 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 258251 (-7)

5.29% less ownership

Funds ownership: 81.38%76.09% (-5.3%)

48% less call options, than puts

Call options by funds: $401K | Put options by funds: $775K

Holders
1,025
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
251
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
TIM
301
Tortoise Investment Management
New York
$11.3M
AW
302
Avion Wealth
Texas
$11.2M
FFWA
303
Forthright Family Wealth Advisory
Texas
$11.1M
Pathstone Holdings
304
Pathstone Holdings
New Jersey
$11.1M
RLWM
305
RF&L Wealth Management
Massachusetts
$11M
AF
306
Apollon Financial
South Carolina
$10.7M
HFA
307
Hippocratic Financial Advisors
California
$10.7M
GAM
308
Gemmer Asset Management
California
$10.4M
SWM
309
Sterling Wealth Management
Illinois
$10.3M
RWI
310
Red Wave Investments
Pennsylvania
$10.2M
FPCP
311
Fort Point Capital Partners
California
$9.91M
AIA
312
AssuredPartners Investment Advisors
Florida
$9.84M
NL
313
NWAM LLC
Washington
$9.78M
MFIM
314
Mesirow Financial Investment Management
Illinois
$9.74M
AWA
315
Acorn Wealth Advisors
Michigan
$9.65M
PA
316
PFG Advisors
Arizona
$9.63M
WFA
317
Websterrogers Financial Advisors
South Carolina
$9.38M
LA
318
Legacy Advisors
Pennsylvania
$9.19M
SPI
319
Sutton Place Investors
New York
$9.02M
AWM
320
Arista Wealth Management
Nevada
$9.02M
CNC
321
Citizens & Northern Corp
Pennsylvania
$8.96M
SAM
322
Smartleaf Asset Management
Massachusetts
$8.75M
CA
323
Clune & Associates
Illinois
$8.74M
PAG
324
Poinciana Advisors Group
Florida
$8.69M
CA
325
CGN Advisors
Kansas
$8.67M