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Dimensional US Core Equity 2 ETF

1,025 hedge funds and large institutions have $29B invested in Dimensional US Core Equity 2 ETF in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 402 increasing their positions, 336 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 258251 (-7)

5.29% less ownership

Funds ownership: 81.38%76.09% (-5.3%)

48% less call options, than puts

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

Holders
1,025
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
251
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
HFS
26
Heritage Financial Services
Massachusetts
$178M
VAS
27
Vestmark Advisory Solutions
Massachusetts
$178M
Baird Financial Group
28
Baird Financial Group
Wisconsin
$176M
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$170M
PFA
30
Pure Financial Advisors
California
$166M
ADL
31
Asset Dedication LLC
California
$164M
CPA
32
Cardiff Park Advisors
California
$158M
TWP
33
TFO Wealth Partners
Ohio
$158M
AAM
34
Austin Asset Management
Texas
$157M
Cerity Partners
35
Cerity Partners
New York
$156M
PCA
36
Prosperity Capital Advisors
Ohio
$155M
SP
37
Symmetry Partners
Connecticut
$154M
EAM
38
Evanson Asset Management
California
$154M
SIM
39
Stratos Investment Management
Ohio
$153M
MSWM
40
McGlone Suttner Wealth Management
Wisconsin
$143M
Mariner
41
Mariner
Kansas
$143M
TFP
42
Triune Financial Partners
Kansas
$141M
OIA
43
OneDigital Investment Advisors
Kansas
$139M
OFA
44
Onyx Financial Advisors
Idaho
$138M
DF
45
DecisionPoint Financial
Arizona
$137M
UWM
46
United Wealth Management
Virginia
$137M
Raymond James Financial
47
Raymond James Financial
Florida
$135M
Osaic Holdings
48
Osaic Holdings
Arizona
$135M
VBA
49
von Borstel & Associates
Oregon
$134M
JWA
50
JFS Wealth Advisors
Pennsylvania
$133M