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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
AFA
401
Alpha Financial Advisors
North Carolina
$4.74M
DADC
402
D.A. Davidson & Co
Montana
$4.69M
OSAM
403
O'Shaughnessy Asset Management
Connecticut
$4.68M
AWM
404
AE Wealth Management
Kansas
$4.59M
TFA
405
Tranquilli Financial Advisor
New Jersey
$4.56M
KFGG
406
Keystone Financial Group (Georgia)
Georgia
$4.51M
MA
407
Mutual Advisors
Nebraska
$4.51M
AWA
408
Arbor Wealth Advisors
Michigan
$4.47M
Kovitz Investment Group Partners
409
Kovitz Investment Group Partners
Illinois
$4.46M
KOMWMG
410
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.44M
EMC
411
Everest Management Corp
California
$4.4M
AC
412
AlphaCore Capital
California
$4.38M
BW
413
Balance Wealth
Ohio
$4.31M
Vanguard Group
414
Vanguard Group
Pennsylvania
$4.3M
NAS
415
Nicolet Advisory Services
Wisconsin
$4.28M
CCA
416
Clarity Capital Advisors
Florida
$4.19M
IFA
417
Index Fund Advisors
California
$4.19M
PTC
418
Private Trust Company
Ohio
$4.18M
SWA
419
Stratos Wealth Advisors
Ohio
$4.12M
Brown Advisory
420
Brown Advisory
Maryland
$4.09M
APWA
421
Atlas Private Wealth Advisors
New Jersey
$4.09M
MA
422
McGrath & Associates
North Carolina
$4.09M
Susquehanna International Group
423
Susquehanna International Group
Pennsylvania
$4.07M
ACM
424
Advisors Capital Management
New Jersey
$4.06M
CAM
425
Clark Asset Management
New Hampshire
$4.05M