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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
VCP
426
Vista Capital Partners
Oregon
$4.01M
MWM
427
Meridian Wealth Management
Kentucky
$4.01M
CW
428
Curio Wealth
Maryland
$3.99M
MSFS
429
Main Street Financial Solutions
Pennsylvania
$3.98M
RPGK
430
Retirement Planning Group (Kansas)
Kansas
$3.95M
TCWM
431
Total Clarity Wealth Management
Illinois
$3.93M
UWM
432
USAdvisors Wealth Management
Minnesota
$3.92M
MGW
433
MB Generational Wealth
Washington
$3.86M
PFS
434
Prospera Financial Services
Texas
$3.85M
AWM
435
Aegis Wealth Management
Maryland
$3.82M
CRC
436
Curi RMB Capital
Illinois
$3.77M
MSWM
437
Mowery & Schoenfeld Wealth Management
Illinois
$3.69M
OCM
438
Orion Capital Management
California
$3.69M
IFS
439
Intelligent Financial Strategies
Minnesota
$3.62M
CMBA
440
C.M. Bidwell & Associates
Hawaii
$3.56M
PP
441
Prosperity Planning
Missouri
$3.56M
AFA
442
Allium Financial Advisors
Oregon
$3.55M
Lido Advisors
443
Lido Advisors
California
$3.44M
LFAS
444
Level Four Advisory Services
Texas
$3.43M
BFA
445
Buttonwood Financial Advisors
Maryland
$3.4M
NA
446
Nautilus Advisors
California
$3.39M
FCH
447
Freestone Capital Holdings
Washington
$3.36M
LCWP
448
Legacy Capital Wealth Partners
Arkansas
$3.35M
WP
449
Wealthspan Partners
Iowa
$3.35M
WFA
450
WestHill Financial Advisors
California
$3.35M