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Dimensional US Core Equity 2 ETF

1,046 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, 407 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: 407 | Existing positions reduced: 344

2% more funds holding

Funds holding: 1,0261,046 (+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: 261256 (-5)

4.24% less ownership

Funds ownership: 81.75%77.52% (-4.2%)

48% less call options, than puts

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

Holders
1,046
Holders Change
+20
Holders Change %
+1.95%
% of All Funds
13.73%
Holding in Top 10
256
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.92%
% of All Funds
3.36%
New
65
Increased
407
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
NWP
501
NerdWallet Wealth Partners
New York
$2.42M +$2.34M +62,617 New
KFP
502
Keener Financial Planning
Texas
$2.41M
CTC
503
Central Trust Company
Missouri
$2.41M
FWP
504
Family Wealth Partners
North Carolina
$2.39M
ACP
505
Aviance Capital Partners
Florida
$2.39M +$15.2K +408 +0.7%
AWM
506
Accurate Wealth Management
Florida
$2.35M +$135K +3,623 +6%
US Bancorp
507
US Bancorp
Minnesota
$2.33M +$532K +14,255 +31%
BF
508
Brooklyn FI
New York
$2.31M
SFM
509
Signet Financial Management
New Jersey
$2.29M +$299 +8 +0%
GFWA
510
Grey Fox Wealth Advisors
Delaware
$2.29M +$6.12K +164 +0.3%
CWA
511
Cascade Wealth Advisors
Washington
$2.28M -$247K -6,620 -10%
QCIG
512
Quad-Cities Investment Group
Iowa
$2.28M +$38.3K +1,025 +2%
KCM
513
KM Capital Management
Texas
$2.26M -$72K -1,930 -3%
WWA
514
WCG Wealth Advisors
Nevada
$2.26M -$69.2K -1,855 -3%
SDWMA
515
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.23M
PP
516
PDS Planning
Ohio
$2.21M
AWA
517
Aquire Wealth Advisors
Utah
$2.21M
KIM
518
Kestra Investment Management
Texas
$2.15M -$1.24M -33,215 -37%
LFG
519
Larson Financial Group
Missouri
$2.14M +$106K +2,837 +5%
CCM
520
Coldstream Capital Management
Washington
$2.13M -$39K -1,045 -2%
FIM
521
Freedom Investment Management
Connecticut
$2.12M -$94.8K -2,540 -4%
GOCP
522
Great Oak Capital Partners
Massachusetts
$2.11M -$172K -4,619 -8%
CPC
523
Cookson Peirce & Co
Pennsylvania
$2.07M
PFBT
524
Parkside Financial Bank & Trust
Missouri
$2.05M -$59.1K -1,584 -3%
PNC Financial Services Group
525
PNC Financial Services Group
Pennsylvania
$2.05M +$333K +8,932 +20%