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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
ACM
426
Advisors Capital Management
New Jersey
$4.06M +$153K +4,088 +4%
CAM
427
Clark Asset Management
New Hampshire
$4.05M
VCP
428
Vista Capital Partners
Oregon
$4.01M -$988K -26,479 -20%
MWM
429
Meridian Wealth Management
Kentucky
$4.01M -$263K -7,043 -6%
CW
430
Curio Wealth
Maryland
$3.99M -$715K -19,151 -16%
MSFS
431
Main Street Financial Solutions
Pennsylvania
$3.98M +$288K +7,725 +8%
RPGK
432
Retirement Planning Group (Kansas)
Kansas
$3.95M +$149K +3,998 +4%
TCWM
433
Total Clarity Wealth Management
Illinois
$3.93M +$52.2K +1,398 +1%
UWM
434
USAdvisors Wealth Management
Minnesota
$3.92M +$121K +3,238 +3%
MGW
435
MB Generational Wealth
Washington
$3.86M +$3.74M +100,120 New
PFS
436
Prospera Financial Services
Texas
$3.85M +$1.14M +30,461 +44%
AWMM
437
Aegis Wealth Management (Maryland)
Maryland
$3.82M -$24.2K -649 -0.7%
CRC
438
Curi RMB Capital
Illinois
$3.77M +$858 +23 +0%
MSWM
439
Mowery & Schoenfeld Wealth Management
Illinois
$3.69M -$203K -5,442 -5%
OCM
440
Orion Capital Management
California
$3.69M +$103K +2,753 +3%
IFS
441
Intelligent Financial Strategies
Minnesota
$3.62M +$2.09K +56 +0.1%
CMBA
442
C.M. Bidwell & Associates
Hawaii
$3.56M +$1.04K +28 +0%
PP
443
Prosperity Planning
Missouri
$3.56M -$23.8K -638 -0.7%
AFA
444
Allium Financial Advisors
Oregon
$3.55M
FI
445
Financial Insights
Washington
$3.44M -$704K -18,869 -17%
Lido Advisors
446
Lido Advisors
California
$3.44M +$501K +13,427 +18%
LFAS
447
Level Four Advisory Services
Texas
$3.43M
BFA
448
Buttonwood Financial Advisors
Maryland
$3.4M
NA
449
Nautilus Advisors
California
$3.39M +$49.5K +1,326 +2%
FCH
450
Freestone Capital Holdings
Washington
$3.36M