DFAC icon

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
SAM
326
Smartleaf Asset Management
Massachusetts
$8.75M
CA
327
Clune & Associates
Illinois
$8.74M
PAG
328
Poinciana Advisors Group
Florida
$8.69M
CA
329
CGN Advisors
Kansas
$8.67M
IAG
330
Investmark Advisory Group
Connecticut
$8.54M
FFP
331
Freedom Financial Partners
Minnesota
$8.51M
WWM
332
Woodside Wealth Management
Massachusetts
$8.48M
TWP
333
Triad Wealth Partners
Kansas
$8.31M
BA
334
Bridgewater Advisors
New York
$8.15M
VWA
335
VSM Wealth Advisory
Maryland
$8.06M
PWS
336
Physician Wealth Solutions
Nevada
$7.97M
OC
337
Optima Capital
Oregon
$7.97M
MFC
338
Morris Financial Concepts
South Carolina
$7.87M
Wells Fargo
339
Wells Fargo
California
$7.82M
CF
340
Conquis Financial
California
$7.82M
ACS
341
Archford Capital Strategies
Illinois
$7.42M
BFG
342
Berger Financial Group
Minnesota
$7.19M
IA
343
IFG Advisors
Missouri
$7.13M
NHC
344
Nicholas Hoffman & Company
Georgia
$7M
HWA
345
HMV Wealth Advisors
Louisiana
$6.95M
WCWM
346
Willow Creek Wealth Management
California
$6.91M
GRP
347
Global Retirement Partners
California
$6.81M
MF
348
Montis Financial
Massachusetts
$6.71M
TCA
349
Transcend Capital Advisors
New Jersey
$6.63M
KRW
350
Kaufman Rossin Wealth
Florida
$6.58M