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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
LCWP
451
Legacy Capital Wealth Partners
Arkansas
$3.35M +$205K +5,491 +7%
WP
452
Wealthspan Partners
Iowa
$3.35M +$96K +2,573 +3%
WFA
453
WestHill Financial Advisors
California
$3.35M
OFO
454
OneAscent Family Office
Alabama
$3.34M
AIS
455
Accredited Investor Services
Minnesota
$3.24M -$15K -403 -0.5%
CWP
456
Concord Wealth Partners
Virginia
$3.19M -$56.1K -1,503 -2%
KA
457
Kure Advisory
Minnesota
$3.17M +$29.8K +798 +1%
PWMG
458
Pioneer Wealth Management Group
Texas
$3.14M -$73.1K -1,960 -2%
CL
459
Choreo LLC
Illinois
$3.13M -$7.72K -207 -0.3%
TNA
460
True North Advisors
Texas
$3.08M
CG
461
Caprock Group
Idaho
$3.08M +$3.05M +81,620 New
2L
462
25 LLC
Missouri
$3.07M +$107K +2,878 +4%
HTWM
463
Hartmann Taylor Wealth Management
Texas
$3.07M -$123K -3,303 -4%
SIC
464
Samalin Investment Counsel
New York
$3.07M -$43.1K -1,156 -1%
EFH
465
Eaton Financial Holdings
Florida
$3.07M -$672 -18 -0%
CSB
466
City State Bank
Iowa
$3.02M +$72.7K +1,949 +3%
Qube Research & Technologies (QRT)
467
Qube Research & Technologies (QRT)
United Kingdom
$2.97M -$924K -24,762 -24%
SA
468
Seneschal Advisors
Washington
$2.97M +$16.2K +433 +0.6%
EW
469
Evoke Wealth
California
$2.96M +$48.4K +1,297 +2%
LWM
470
Lakeridge Wealth Management
Ohio
$2.95M -$10.9K -292 -0.4%
PCA
471
Pallas Capital Advisors
Massachusetts
$2.93M -$31.4K -842 -1%
WPC
472
Wedmont Private Capital
Pennsylvania
$2.89M
PGFC
473
Peapack-Gladstone Financial Corp
New Jersey
$2.84M +$1.06M +28,320 +62%
AM
474
Atwater Malick
Pennsylvania
$2.81M +$7.35K +197 +0.3%
BAAM
475
Baker Avenue Asset Management
California
$2.8M