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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
RPGK
426
Retirement Planning Group (Kansas)
Kansas
$3.95M
TCWM
427
Total Clarity Wealth Management
Illinois
$3.93M
UWM
428
USAdvisors Wealth Management
Minnesota
$3.92M
MGW
429
MB Generational Wealth
Washington
$3.86M
PFS
430
Prospera Financial Services
Texas
$3.85M
AWM
431
Aegis Wealth Management
Maryland
$3.82M
CRC
432
Curi RMB Capital
Illinois
$3.77M
MSWM
433
Mowery & Schoenfeld Wealth Management
Illinois
$3.69M
OCM
434
Orion Capital Management
California
$3.69M
IFS
435
Intelligent Financial Strategies
Minnesota
$3.62M
CMBA
436
C.M. Bidwell & Associates
Hawaii
$3.56M
PP
437
Prosperity Planning
Missouri
$3.56M
AFA
438
Allium Financial Advisors
Oregon
$3.55M
Lido Advisors
439
Lido Advisors
California
$3.44M
LFAS
440
Level Four Advisory Services
Texas
$3.43M
BFA
441
Buttonwood Financial Advisors
Maryland
$3.4M
NA
442
Nautilus Advisors
California
$3.39M
FCH
443
Freestone Capital Holdings
Washington
$3.36M
LCWP
444
Legacy Capital Wealth Partners
Arkansas
$3.35M
WP
445
Wealthspan Partners
Iowa
$3.35M
WFA
446
WestHill Financial Advisors
California
$3.35M
OFO
447
OneAscent Family Office
Alabama
$3.34M
AIS
448
Accredited Investor Services
Minnesota
$3.24M
CWP
449
Concord Wealth Partners
Virginia
$3.19M
KA
450
Kure Advisory
Minnesota
$3.17M