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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
SAG
301
SageView Advisory Group
California
$11.6M
GWWM
302
Great Waters Wealth Management
Minnesota
$11.5M
MHS
303
M Holdings Securities
Oregon
$11.4M
WW
304
Waterfront Wealth
Kansas
$11.4M
TIM
305
Tortoise Investment Management
New York
$11.3M
AW
306
Avion Wealth
Texas
$11.2M
FFWA
307
Forthright Family Wealth Advisory
Texas
$11.1M
Pathstone Holdings
308
Pathstone Holdings
New Jersey
$11.1M
RLWM
309
RF&L Wealth Management
Massachusetts
$11M
AF
310
Apollon Financial
South Carolina
$10.7M
HFA
311
Hippocratic Financial Advisors
California
$10.7M
GAM
312
Gemmer Asset Management
California
$10.4M
SWM
313
Sterling Wealth Management
Illinois
$10.3M
RWI
314
Red Wave Investments
Pennsylvania
$10.2M
FPCP
315
Fort Point Capital Partners
California
$9.91M
AIA
316
AssuredPartners Investment Advisors
Florida
$9.84M
NL
317
NWAM LLC
Washington
$9.78M
MFIM
318
Mesirow Financial Investment Management
Illinois
$9.74M
AWA
319
Acorn Wealth Advisors
Michigan
$9.65M
PA
320
PFG Advisors
Arizona
$9.63M
WFA
321
Websterrogers Financial Advisors
South Carolina
$9.38M
LA
322
Legacy Advisors
Pennsylvania
$9.19M
SPI
323
Sutton Place Investors
New York
$9.02M
AWM
324
Arista Wealth Management
Nevada
$9.02M
CNC
325
Citizens & Northern Corp
Pennsylvania
$8.96M