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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
MCM
376
MAI Capital Management
Ohio
$5.56M
Citigroup
377
Citigroup
New York
$5.54M
RW
378
RVW Wealth
California
$5.51M
AWM
379
Aprio Wealth Management
Georgia
$5.46M
GWMR
380
GC Wealth Management RIA
Massachusetts
$5.42M
E
381
EntreWealth
Texas
$5.41M
W
382
WPWealth
Texas
$5.39M
WWM
383
Western Wealth Management
Colorado
$5.35M
AWM
384
Ariadne Wealth Management
California
$5.35M
NA
385
Note Advisors
New York
$5.32M
HCM
386
Hutchinson Capital Management
California
$5.26M
RA
387
RFG Advisory
Alabama
$5.18M
KF
388
Krilogy Financial
Missouri
$5.15M
HWMC
389
Heritage Wealth Management (California)
California
$5.11M
ACA
390
Aptus Capital Advisors
Alabama
$5.01M
SDWIA
391
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.01M
Northern Trust
392
Northern Trust
Illinois
$5M
KAM
393
Knightsbridge Asset Management
California
$5M
WRPWM
394
Werba Rubin Papier Wealth Management
California
$4.97M
MWML
395
M Wealth Management LLC
California
$4.87M
CIA
396
Caerus Investment Advisors
Texas
$4.86M
IC
397
IEQ Capital
California
$4.85M
CSP
398
Cary Street Partners
Virginia
$4.81M
BI
399
Beckerman Institutional
New Jersey
$4.78M
WB
400
WesBanco Bank
West Virginia
$4.78M