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Dimensional US Core Equity 2 ETF

1,041 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 64 funds opening new positions, 406 increasing their positions, 342 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: 260255 (-5)

4.24% less ownership

Funds ownership: 81.69%77.45% (-4.2%)

48% less call options, than puts

Call options by funds: $401K | Put options by funds: $775K

Holders
1,041
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
255
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
WP
451
Wealthspan Partners
Iowa
$3.35M
WFA
452
WestHill Financial Advisors
California
$3.35M
OFO
453
OneAscent Family Office
Alabama
$3.34M
AIS
454
Accredited Investor Services
Minnesota
$3.24M
CWP
455
Concord Wealth Partners
Virginia
$3.19M
KA
456
Kure Advisory
Minnesota
$3.17M
PWMG
457
Pioneer Wealth Management Group
Texas
$3.14M
CL
458
Choreo LLC
Illinois
$3.13M
TNA
459
True North Advisors
Texas
$3.08M
CG
460
Caprock Group
Idaho
$3.08M
2L
461
25 LLC
Missouri
$3.07M
HTWM
462
Hartmann Taylor Wealth Management
Texas
$3.07M
SIC
463
Samalin Investment Counsel
New York
$3.07M
EFH
464
Eaton Financial Holdings
Florida
$3.07M
CSB
465
City State Bank
Iowa
$3.02M
Qube Research & Technologies (QRT)
466
Qube Research & Technologies (QRT)
United Kingdom
$2.97M
SA
467
Seneschal Advisors
Washington
$2.97M
EW
468
Evoke Wealth
California
$2.96M
LWM
469
Lakeridge Wealth Management
Ohio
$2.95M
PCA
470
Pallas Capital Advisors
Massachusetts
$2.93M
WPC
471
Wedmont Private Capital
Pennsylvania
$2.89M
PGFC
472
Peapack-Gladstone Financial Corp
New Jersey
$2.84M
AM
473
Atwater Malick
Pennsylvania
$2.81M
BAAM
474
Baker Avenue Asset Management
California
$2.8M
1WM
475
1900 Wealth Management
Texas
$2.79M