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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
PWA
376
Physician Wealth Advisors
Utah
$5.59M -$276K -7,402 -5%
MCM
377
MAI Capital Management
Ohio
$5.56M +$133K +3,552 +3%
Citigroup
378
Citigroup
New York
$5.54M +$226K +6,065 +4%
RW
379
RVW Wealth
California
$5.51M -$48K -1,287 -0.9%
AWM
380
Aprio Wealth Management
Georgia
$5.46M +$4.55K +122 +0.1%
GWMR
381
GC Wealth Management RIA
Massachusetts
$5.42M +$5.24M +140,451 New
E
382
EntreWealth
Texas
$5.41M +$241K +6,459 +5%
W
383
WPWealth
Texas
$5.39M -$5.04K -135 -0.1%
WWM
384
Western Wealth Management
Colorado
$5.35M +$707K +18,938 +16%
AWM
385
Ariadne Wealth Management
California
$5.35M -$421K -11,273 -8%
NA
386
Note Advisors
New York
$5.32M +$1.26M +33,647 +32%
HCM
387
Hutchinson Capital Management
California
$5.26M -$137K -3,677 -3%
RA
388
RFG Advisory
Alabama
$5.18M -$467K -12,526 -9%
KF
389
Krilogy Financial
Missouri
$5.15M +$300K +8,032 +6%
HWMC
390
Heritage Wealth Management (California)
California
$5.11M -$72.3K -1,937 -1%
ACA
391
Aptus Capital Advisors
Alabama
$5.01M -$130K -3,475 -3%
SDWIA
392
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.01M -$105K -2,816 -2%
Northern Trust
393
Northern Trust
Illinois
$5M -$12.4K -331 -0.3%
KAM
394
Knightsbridge Asset Management
California
$5M -$7.48M -200,409 -61%
WRPWM
395
Werba Rubin Papier Wealth Management
California
$4.97M +$19.1K +512 +0.4%
MWML
396
M Wealth Management LLC
California
$4.87M -$272K -7,288 -5%
CIA
397
Caerus Investment Advisors
Texas
$4.86M
IC
398
IEQ Capital
California
$4.85M +$409K +10,960 +10%
CSP
399
Cary Street Partners
Virginia
$4.81M -$314K -8,415 -6%
BI
400
Beckerman Institutional
New Jersey
$4.78M +$187K +5,007 +4%