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Dimensional US Core Equity 2 ETF

1,041 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 64 funds opening new positions, 406 increasing their positions, 342 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: 260255 (-5)

4.24% less ownership

Funds ownership: 81.69%77.45% (-4.2%)

48% less call options, than puts

Call options by funds: $401K | Put options by funds: $775K

Holders
1,041
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
255
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
KRW
351
Kaufman Rossin Wealth
Florida
$6.58M
BWA
352
BlueSky Wealth Advisors
North Carolina
$6.29M
FFG
353
First Financial Group
North Carolina
$6.24M
PIA
354
Pollock Investment Advisors
Michigan
$6.21M
VVP
355
Venture Visionary Partners
Ohio
$6.18M
MT
356
Midwest Trust
Kansas
$6.18M
CC
357
Copperleaf Capital
North Carolina
$6.15M
SFS
358
Sowell Financial Services
Arkansas
$6.14M
MAM
359
McCarthy Asset Management
California
$6.13M
BCM
360
Brookstone Capital Management
Illinois
$6.02M
VWA
361
Valued Wealth Advisors
Utah
$5.99M
EP
362
Essential Planning
New Hampshire
$5.95M
FC
363
Financial Council
Maryland
$5.89M
BF
364
Baring Financial
Washington
$5.87M
AWP
365
Abacus Wealth Partners
California
$5.84M
IWS
366
Integrity Wealth Solutions
Colorado
$5.82M
PPWM
367
PFG Private Wealth Management
Florida
$5.82M
WA
368
Wealth Architects
California
$5.8M
AWM
369
Axxcess Wealth Management
California
$5.78M
PFG
370
Prospect Financial Group
Virginia
$5.75M
SEI Investments
371
SEI Investments
Pennsylvania
$5.72M
AWM
372
Apollon Wealth Management
South Carolina
$5.7M
RPCA
373
Running Point Capital Advisors
California
$5.66M
GAM
374
GEM Asset Management
Michigan
$5.61M
PWA
375
Physician Wealth Advisors
Utah
$5.59M