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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
AC
26
AWM Capital
Arizona
$181M
HFS
27
Heritage Financial Services
Massachusetts
$178M
VAS
28
Vestmark Advisory Solutions
Massachusetts
$178M
Baird Financial Group
29
Baird Financial Group
Wisconsin
$176M
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$170M
PFA
31
Pure Financial Advisors
California
$166M
ADL
32
Asset Dedication LLC
California
$164M
CPA
33
Cardiff Park Advisors
California
$158M
TWP
34
TFO Wealth Partners
Ohio
$158M
AAM
35
Austin Asset Management
Texas
$157M
Cerity Partners
36
Cerity Partners
New York
$156M
PCA
37
Prosperity Capital Advisors
Ohio
$155M
SP
38
Symmetry Partners
Connecticut
$154M
EAM
39
Evanson Asset Management
California
$154M
SIM
40
Stratos Investment Management
Ohio
$153M
MSWM
41
McGlone Suttner Wealth Management
Wisconsin
$143M
Mariner
42
Mariner
Kansas
$143M
TFP
43
Triune Financial Partners
Kansas
$141M
OIA
44
OneDigital Investment Advisors
Kansas
$139M
OFA
45
Onyx Financial Advisors
Idaho
$138M
DF
46
DecisionPoint Financial
Arizona
$137M
UWM
47
United Wealth Management
Virginia
$137M
Raymond James Financial
48
Raymond James Financial
Florida
$135M
Osaic Holdings
49
Osaic Holdings
Arizona
$135M
VBA
50
von Borstel & Associates
Oregon
$134M