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Dimensional US Core Equity 2 ETF

1,025 hedge funds and large institutions have $29B invested in Dimensional US Core Equity 2 ETF in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 402 increasing their positions, 336 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 258251 (-7)

5.29% less ownership

Funds ownership: 81.38%76.09% (-5.3%)

48% less call options, than puts

Call options by funds: $401K | Put options by funds: $775K

Holders
1,025
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
251
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
TFA
401
Tranquilli Financial Advisor
New Jersey
$4.56M
KFGG
402
Keystone Financial Group (Georgia)
Georgia
$4.51M
MA
403
Mutual Advisors
Nebraska
$4.51M
AWA
404
Arbor Wealth Advisors
Michigan
$4.47M
Kovitz Investment Group Partners
405
Kovitz Investment Group Partners
Illinois
$4.46M
KOMWMG
406
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.44M
EMC
407
Everest Management Corp
California
$4.4M
AC
408
AlphaCore Capital
California
$4.38M
BW
409
Balance Wealth
Ohio
$4.31M
Vanguard Group
410
Vanguard Group
Pennsylvania
$4.3M
NAS
411
Nicolet Advisory Services
Wisconsin
$4.28M
CCA
412
Clarity Capital Advisors
Florida
$4.19M
IFA
413
Index Fund Advisors
California
$4.19M
PTC
414
Private Trust Company
Ohio
$4.18M
SWA
415
Stratos Wealth Advisors
Ohio
$4.12M
Brown Advisory
416
Brown Advisory
Maryland
$4.09M
APWA
417
Atlas Private Wealth Advisors
New Jersey
$4.09M
MA
418
McGrath & Associates
North Carolina
$4.09M
Susquehanna International Group
419
Susquehanna International Group
Pennsylvania
$4.07M
ACM
420
Advisors Capital Management
New Jersey
$4.06M
CAM
421
Clark Asset Management
New Hampshire
$4.05M
VCP
422
Vista Capital Partners
Oregon
$4.01M
MWM
423
Meridian Wealth Management
Kentucky
$4.01M
CW
424
Curio Wealth
Maryland
$3.99M
MSFS
425
Main Street Financial Solutions
Pennsylvania
$3.98M