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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
IAG
326
Investmark Advisory Group
Connecticut
$8.54M
FFP
327
Freedom Financial Partners
Minnesota
$8.51M
WWM
328
Woodside Wealth Management
Massachusetts
$8.48M
TWP
329
Triad Wealth Partners
Kansas
$8.31M
BA
330
Bridgewater Advisors
New York
$8.15M
VWA
331
VSM Wealth Advisory
Maryland
$8.06M
PWS
332
Physician Wealth Solutions
Nevada
$7.97M
OC
333
Optima Capital
Oregon
$7.97M
MFC
334
Morris Financial Concepts
South Carolina
$7.87M
Wells Fargo
335
Wells Fargo
California
$7.82M
CF
336
Conquis Financial
California
$7.82M
ACS
337
Archford Capital Strategies
Illinois
$7.42M
BFG
338
Berger Financial Group
Minnesota
$7.19M
IA
339
IFG Advisors
Missouri
$7.13M
NHC
340
Nicholas Hoffman & Company
Georgia
$7M
HWA
341
HMV Wealth Advisors
Louisiana
$6.95M
WCWM
342
Willow Creek Wealth Management
California
$6.91M
GRP
343
Global Retirement Partners
California
$6.81M
MF
344
Montis Financial
Massachusetts
$6.71M
TCA
345
Transcend Capital Advisors
New Jersey
$6.63M
KRW
346
Kaufman Rossin Wealth
Florida
$6.58M
BWA
347
BlueSky Wealth Advisors
North Carolina
$6.29M
FFG
348
First Financial Group
North Carolina
$6.24M
PIA
349
Pollock Investment Advisors
Michigan
$6.21M
VVP
350
Venture Visionary Partners
Ohio
$6.18M