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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
WB
401
WesBanco Bank
West Virginia
$4.78M -$148K -3,978 -3%
SPIA
402
Steward Partners Investment Advisory
New York
$4.75M +$525K +14,064 +13%
AFA
403
Alpha Financial Advisors
North Carolina
$4.74M -$13.9K -372 -0.3%
DADC
404
D.A. Davidson & Co
Montana
$4.69M +$50K +1,339 +1%
OSAM
405
O'Shaughnessy Asset Management
Connecticut
$4.68M +$118K +3,169 +3%
AWM
406
AE Wealth Management
Kansas
$4.59M +$1M +26,905 +29%
TFA
407
Tranquilli Financial Advisor
New Jersey
$4.56M +$334K +8,945 +8%
KFGG
408
Keystone Financial Group (Georgia)
Georgia
$4.51M -$112K -3,006 -3%
MA
409
Mutual Advisors
Nebraska
$4.51M -$356K -9,548 -8%
AWA
410
Arbor Wealth Advisors
Michigan
$4.47M
Kovitz Investment Group Partners
411
Kovitz Investment Group Partners
Illinois
$4.46M -$41.9K -1,124 -1%
KOMWMG
412
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.44M +$83K +2,225 +2%
EMC
413
Everest Management Corp
California
$4.4M
AC
414
AlphaCore Capital
California
$4.38M -$70.7K -1,895 -2%
BW
415
Balance Wealth
Ohio
$4.31M -$222K -5,960 -5%
Vanguard Group
416
Vanguard Group
Pennsylvania
$4.3M +$551K +14,758 +15%
NAS
417
Nicolet Advisory Services
Wisconsin
$4.28M -$25.8K -691 -0.6%
CCA
418
Clarity Capital Advisors
Florida
$4.19M +$4.25K +114 +0.1%
IFA
419
Index Fund Advisors
California
$4.19M +$104K +2,798 +3%
PTC
420
Private Trust Company
Ohio
$4.18M -$109K -2,908 -3%
SWA
421
Stratos Wealth Advisors
Ohio
$4.12M +$222K +5,947 +6%
Brown Advisory
422
Brown Advisory
Maryland
$4.09M -$18.2K -489 -0.5%
APWA
423
Atlas Private Wealth Advisors
New Jersey
$4.09M -$2.84M -76,127 -42%
MA
424
McGrath & Associates
North Carolina
$4.09M +$481K +12,883 +14%
Susquehanna International Group
425
Susquehanna International Group
Pennsylvania
$4.07M +$3.94M +105,516 New