We are live on ! Find out more
DFAC icon

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
TCA
351
Transcend Capital Advisors
New Jersey
$6.63M +$577K +15,449 +10%
KRW
352
Kaufman Rossin Wealth
Florida
$6.58M -$390K -10,454 -6%
BWA
353
BlueSky Wealth Advisors
North Carolina
$6.29M
FFG
354
First Financial Group
North Carolina
$6.24M +$119K +3,181 +2%
PIA
355
Pollock Investment Advisors
Michigan
$6.21M +$1.36M +36,567 +29%
VVP
356
Venture Visionary Partners
Ohio
$6.18M
MT
357
Midwest Trust
Kansas
$6.18M +$80.6K +2,161 +1%
CC
358
Copperleaf Capital
North Carolina
$6.15M -$162K -4,336 -3%
SFS
359
Sowell Financial Services
Arkansas
$6.14M
MAM
360
McCarthy Asset Management
California
$6.13M -$26K -696 -0.4%
BCM
361
Brookstone Capital Management
Illinois
$6.02M +$2.21M +59,198 +61%
VWA
362
Valued Wealth Advisors
Utah
$5.99M -$56.4K -1,511 -1%
EP
363
Essential Planning
New Hampshire
$5.95M +$1.6M +42,933 +39%
FC
364
Financial Council
Maryland
$5.89M -$402K -10,762 -7%
BF
365
Baring Financial
Washington
$5.87M +$203K +5,428 +4%
AWP
366
Abacus Wealth Partners
California
$5.84M -$52.9K -1,418 -0.9%
IWS
367
Integrity Wealth Solutions
Colorado
$5.82M +$14.3K +382 +0.3%
PPWM
368
PFG Private Wealth Management
Florida
$5.82M +$5.63M +150,851 New
WA
369
Wealth Architects
California
$5.8M +$354K +9,473 +7%
AWM
370
Axxcess Wealth Management
California
$5.78M +$335K +8,975 +6%
PFG
371
Prospect Financial Group
Virginia
$5.75M -$102K -2,720 -2%
SEI Investments
372
SEI Investments
Pennsylvania
$5.72M +$631K +16,910 +13%
AWM
373
Apollon Wealth Management
South Carolina
$5.7M -$94.7K -2,538 -2%
RPCA
374
Running Point Capital Advisors
California
$5.66M -$21.1K -565 -0.4%
GAM
375
GEM Asset Management
Michigan
$5.61M +$60.2K +1,614 +1%