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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
AWM
326
Arista Wealth Management
Nevada
$9.02M -$28.9K -774 -0.3%
CNC
327
Citizens & Northern Corp
Pennsylvania
$8.96M +$2.66M +71,190 +44%
SAM
328
Smartleaf Asset Management
Massachusetts
$8.75M +$4.59K +123 +0.1%
CA
329
Clune & Associates
Illinois
$8.74M -$128K -3,425 -1%
PAG
330
Poinciana Advisors Group
Florida
$8.69M -$502K -13,465 -6%
CA
331
CGN Advisors
Kansas
$8.67M -$67.4K -1,807 -0.8%
IAG
332
Investmark Advisory Group
Connecticut
$8.54M -$26.8K -719 -0.3%
FFP
333
Freedom Financial Partners
Minnesota
$8.51M -$54.5K -1,461 -0.7%
WWM
334
Woodside Wealth Management
Massachusetts
$8.48M +$112K +3,000 +1%
TWP
335
Triad Wealth Partners
Kansas
$8.31M +$1.74M +46,635 +28%
BA
336
Bridgewater Advisors
New York
$8.15M +$361K +9,666 +5%
VWA
337
VSM Wealth Advisory
Maryland
$8.06M +$525K +14,065 +7%
PWS
338
Physician Wealth Solutions
Nevada
$7.97M +$43.5K +1,165 +0.6%
OC
339
Optima Capital
Oregon
$7.97M +$15.5K +416 +0.2%
MFC
340
Morris Financial Concepts
South Carolina
$7.87M -$3.73K -100 -0%
Wells Fargo
341
Wells Fargo
California
$7.82M +$209K +5,605 +3%
CF
342
Conquis Financial
California
$7.82M -$231K -6,197 -3%
ACS
343
Archford Capital Strategies
Illinois
$7.42M +$89.8K +2,407 +1%
BFG
344
Berger Financial Group
Minnesota
$7.19M -$63.2K -1,694 -0.9%
IA
345
IFG Advisors
Missouri
$7.13M +$81.2K +2,177 +1%
NHC
346
Nicholas Hoffman & Company
Georgia
$7M -$61.5K -1,648 -0.9%
HWA
347
HMV Wealth Advisors
Louisiana
$6.95M -$12.5K -335 -0.2%
WCWM
348
Willow Creek Wealth Management
California
$6.91M -$11.9K -320 -0.2%
GRP
349
Global Retirement Partners
California
$6.81M -$125K -3,351 -2%
MF
350
Montis Financial
Massachusetts
$6.71M -$392K -10,516 -6%