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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
GLR
301
Great Lakes Retirement
Ohio
$11.9M +$332K +8,907 +3%
CWM
302
Cedar Wealth Management
California
$11.7M
SAG
303
SageView Advisory Group
California
$11.6M -$42.3K -1,134 -0.4%
GWWM
304
Great Waters Wealth Management
Minnesota
$11.5M -$309K -8,273 -3%
MHS
305
M Holdings Securities
Oregon
$11.4M +$30.3K +813 +0.3%
CAM
306
Cresset Asset Management
Illinois
$11.4M +$8.02M +214,871 +264%
WW
307
Waterfront Wealth
Kansas
$11.4M +$179K +4,810 +2%
TIM
308
Tortoise Investment Management
New York
$11.3M -$239K -6,414 -2%
AW
309
Avion Wealth
Texas
$11.2M -$321K -8,602 -3%
FFWA
310
Forthright Family Wealth Advisory
Texas
$11.1M -$174K -4,667 -2%
Pathstone Holdings
311
Pathstone Holdings
New Jersey
$11.1M -$603K -16,148 -5%
RLWM
312
RF&L Wealth Management
Massachusetts
$11M -$49.6K -1,330 -0.5%
AF
313
Apollon Financial
South Carolina
$10.7M +$389K +10,419 +4%
HFA
314
Hippocratic Financial Advisors
California
$10.7M -$187K -5,018 -2%
GAM
315
Gemmer Asset Management
California
$10.4M +$226K +6,050 +2%
SWM
316
Sterling Wealth Management
Illinois
$10.3M -$444K -11,897 -4%
RWI
317
Red Wave Investments
Pennsylvania
$10.2M -$67.2K -1,801 -0.7%
FPCP
318
Fort Point Capital Partners
California
$9.91M -$49.2K -1,319 -0.5%
AIA
319
AssuredPartners Investment Advisors
Florida
$9.84M +$365K +9,770 +4%
MFIM
320
Mesirow Financial Investment Management
Illinois
$9.74M +$583K +15,631 +7%
AWA
321
Acorn Wealth Advisors
Michigan
$9.65M +$2.93M +78,490 +46%
PA
322
PFG Advisors
Arizona
$9.63M +$1.02M +27,287 +12%
WFA
323
Websterrogers Financial Advisors
South Carolina
$9.38M -$142K -3,800 -2%
LA
324
Legacy Advisors
Pennsylvania
$9.19M +$8.58M +229,820 +2,690%
SPI
325
Sutton Place Investors
New York
$9.02M -$7.5K -201 -0.1%