DFAC icon

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
Citigroup
376
Citigroup
New York
$5.54M
RW
377
RVW Wealth
California
$5.51M
AWM
378
Aprio Wealth Management
Georgia
$5.46M
GWMR
379
GC Wealth Management RIA
Massachusetts
$5.42M
E
380
EntreWealth
Texas
$5.41M
W
381
WPWealth
Texas
$5.39M
WWM
382
Western Wealth Management
Colorado
$5.35M
AWM
383
Ariadne Wealth Management
California
$5.35M
NA
384
Note Advisors
New York
$5.32M
HCM
385
Hutchinson Capital Management
California
$5.26M
RA
386
RFG Advisory
Alabama
$5.18M
KF
387
Krilogy Financial
Missouri
$5.15M
HWMC
388
Heritage Wealth Management (California)
California
$5.11M
ACA
389
Aptus Capital Advisors
Alabama
$5.01M
SDWIA
390
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.01M
Northern Trust
391
Northern Trust
Illinois
$5M
KAM
392
Knightsbridge Asset Management
California
$5M
WRPWM
393
Werba Rubin Papier Wealth Management
California
$4.97M
MWML
394
M Wealth Management LLC
California
$4.87M
CIA
395
Caerus Investment Advisors
Texas
$4.86M
IC
396
IEQ Capital
California
$4.85M
CSP
397
Cary Street Partners
Virginia
$4.81M
BI
398
Beckerman Institutional
New Jersey
$4.78M
WB
399
WesBanco Bank
West Virginia
$4.78M
SPIA
400
Steward Partners Investment Advisory
New York
$4.75M