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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
BWA
351
BlueSky Wealth Advisors
North Carolina
$6.29M
FFG
352
First Financial Group
North Carolina
$6.24M
PIA
353
Pollock Investment Advisors
Michigan
$6.21M
VVP
354
Venture Visionary Partners
Ohio
$6.18M
MT
355
Midwest Trust
Kansas
$6.18M
CC
356
Copperleaf Capital
North Carolina
$6.15M
SFS
357
Sowell Financial Services
Arkansas
$6.14M
MAM
358
McCarthy Asset Management
California
$6.13M
BCM
359
Brookstone Capital Management
Illinois
$6.02M
VWA
360
Valued Wealth Advisors
Utah
$5.99M
EP
361
Essential Planning
New Hampshire
$5.95M
FC
362
Financial Council
Maryland
$5.89M
BF
363
Baring Financial
Washington
$5.87M
AWP
364
Abacus Wealth Partners
California
$5.84M
IWS
365
Integrity Wealth Solutions
Colorado
$5.82M
PPWM
366
PFG Private Wealth Management
Florida
$5.82M
WA
367
Wealth Architects
California
$5.8M
AWM
368
Axxcess Wealth Management
California
$5.78M
PFG
369
Prospect Financial Group
Virginia
$5.75M
SEI Investments
370
SEI Investments
Pennsylvania
$5.72M
AWM
371
Apollon Wealth Management
South Carolina
$5.7M
RPCA
372
Running Point Capital Advisors
California
$5.66M
GAM
373
GEM Asset Management
Michigan
$5.61M
PWA
374
Physician Wealth Advisors
Utah
$5.59M
MCM
375
MAI Capital Management
Ohio
$5.56M