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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
MT
351
Midwest Trust
Kansas
$6.18M
CC
352
Copperleaf Capital
North Carolina
$6.15M
SFS
353
Sowell Financial Services
Arkansas
$6.14M
MAM
354
McCarthy Asset Management
California
$6.13M
BCM
355
Brookstone Capital Management
Illinois
$6.02M
VWA
356
Valued Wealth Advisors
Utah
$5.99M
EP
357
Essential Planning
New Hampshire
$5.95M
FC
358
Financial Council
Maryland
$5.89M
BF
359
Baring Financial
Washington
$5.87M
AWP
360
Abacus Wealth Partners
California
$5.84M
IWS
361
Integrity Wealth Solutions
Colorado
$5.82M
PPWM
362
PFG Private Wealth Management
Florida
$5.82M
WA
363
Wealth Architects
California
$5.8M
AWM
364
Axxcess Wealth Management
California
$5.78M
PFG
365
Prospect Financial Group
Virginia
$5.75M
SEI Investments
366
SEI Investments
Pennsylvania
$5.72M
AWM
367
Apollon Wealth Management
South Carolina
$5.7M
RPCA
368
Running Point Capital Advisors
California
$5.66M
GAM
369
GEM Asset Management
Michigan
$5.61M
PWA
370
Physician Wealth Advisors
Utah
$5.59M
MCM
371
MAI Capital Management
Ohio
$5.56M
Citigroup
372
Citigroup
New York
$5.54M
RW
373
RVW Wealth
California
$5.51M
AWM
374
Aprio Wealth Management
Georgia
$5.46M
GWMR
375
GC Wealth Management RIA
Massachusetts
$5.42M