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Dimensional US Core Equity 2 ETF

1,045 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, 406 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: 406 | Existing positions reduced: 344

2% more funds holding

Funds holding: 1,0251,045 (+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: 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
1,045
Holders Change
+20
Holders Change %
+1.95%
% of All Funds
13.72%
Holding in Top 10
255
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.92%
% of All Funds
3.35%
New
65
Increased
406
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
AC
26
AWM Capital
Arizona
$181M +$23.3M +624,599 +15%
HFS
27
Heritage Financial Services
Massachusetts
$178M -$1.93M -51,735 -1%
VAS
28
Vestmark Advisory Solutions
Massachusetts
$178M -$156M -4,189,211 -48%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$176M -$465K -12,454 -0.3%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$170M -$3.92M -104,922 -2%
PFA
31
Pure Financial Advisors
California
$166M -$1.4M -37,612 -0.9%
ADL
32
Asset Dedication LLC
California
$164M +$2.83M +75,793 +2%
CPA
33
Cardiff Park Advisors
California
$158M -$5.31M -142,300 -3%
TWP
34
TFO Wealth Partners
Ohio
$158M +$2.27M +60,839 +2%
AAM
35
Austin Asset Management
Texas
$157M -$4.04M -108,270 -3%
Cerity Partners
36
Cerity Partners
New York
$156M -$2.09M -56,133 -1%
PCA
37
Prosperity Capital Advisors
Ohio
$155M +$3.25M +87,140 +2%
SP
38
Symmetry Partners
Connecticut
$154M +$3.64M +97,518 +2%
EAM
39
Evanson Asset Management
California
$154M -$226K -6,045 -0.2%
SIM
40
Stratos Investment Management
Ohio
$153M +$15.8M +422,633 +12%
MSWM
41
McGlone Suttner Wealth Management
Wisconsin
$143M +$1.68M +44,925 +1%
Mariner
42
Mariner
Kansas
$143M -$1.62M -43,480 -1%
TFP
43
Triune Financial Partners
Kansas
$141M +$2.61M +69,849 +2%
OIA
44
OneDigital Investment Advisors
Kansas
$139M +$3.04M +81,491 +2%
OFA
45
Onyx Financial Advisors
Idaho
$138M -$135K -3,610 -0.1%
DF
46
DecisionPoint Financial
Arizona
$137M +$6.67M +178,623 +5%
UWM
47
United Wealth Management
Virginia
$137M +$1.18M +31,752 +0.9%
BEW
48
Burton Enright Welch
California
$136M +$6.35M +170,091 +5%
Raymond James Financial
49
Raymond James Financial
Florida
$135M +$4.54M +121,554 +4%
Osaic Holdings
50
Osaic Holdings
Arizona
$135M +$9.01M +241,538 +7%