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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
OFO
451
OneAscent Family Office
Alabama
$3.34M
AIS
452
Accredited Investor Services
Minnesota
$3.24M
CWP
453
Concord Wealth Partners
Virginia
$3.19M
KA
454
Kure Advisory
Minnesota
$3.17M
PWMG
455
Pioneer Wealth Management Group
Texas
$3.14M
CL
456
Choreo LLC
Illinois
$3.13M
TNA
457
True North Advisors
Texas
$3.08M
CG
458
Caprock Group
Idaho
$3.08M
2L
459
25 LLC
Missouri
$3.07M
HTWM
460
Hartmann Taylor Wealth Management
Texas
$3.07M
SIC
461
Samalin Investment Counsel
New York
$3.07M
EFH
462
Eaton Financial Holdings
Florida
$3.07M
CSB
463
City State Bank
Iowa
$3.02M
Qube Research & Technologies (QRT)
464
Qube Research & Technologies (QRT)
United Kingdom
$2.97M
SA
465
Seneschal Advisors
Washington
$2.97M
EW
466
Evoke Wealth
California
$2.96M
LWM
467
Lakeridge Wealth Management
Ohio
$2.95M
PCA
468
Pallas Capital Advisors
Massachusetts
$2.93M
WPC
469
Wedmont Private Capital
Pennsylvania
$2.89M
PGFC
470
Peapack-Gladstone Financial Corp
New Jersey
$2.84M
AM
471
Atwater Malick
Pennsylvania
$2.81M
BAAM
472
Baker Avenue Asset Management
California
$2.8M
1WM
473
1900 Wealth Management
Texas
$2.79M
LCM
474
Liberty Capital Management
Michigan
$2.79M
MWM
475
Marietta Wealth Management
Georgia
$2.78M