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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
FWP
501
Family Wealth Partners
North Carolina
$2.39M
ACP
502
Aviance Capital Partners
Florida
$2.39M
AWM
503
Accurate Wealth Management
Florida
$2.35M
US Bancorp
504
US Bancorp
Minnesota
$2.33M
BF
505
Brooklyn FI
New York
$2.31M
SFM
506
Signet Financial Management
New Jersey
$2.29M
GFWA
507
Grey Fox Wealth Advisors
Delaware
$2.29M
CWA
508
Cascade Wealth Advisors
Washington
$2.28M
QCIG
509
Quad-Cities Investment Group
Iowa
$2.28M
KCM
510
KM Capital Management
Texas
$2.26M
WWA
511
WCG Wealth Advisors
Nevada
$2.26M
SDWMA
512
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.23M
PP
513
PDS Planning
Ohio
$2.21M
AWA
514
Aquire Wealth Advisors
Utah
$2.21M
KIM
515
Kestra Investment Management
Texas
$2.15M
LFG
516
Larson Financial Group
Missouri
$2.14M
CCM
517
Coldstream Capital Management
Washington
$2.13M
FIM
518
Freedom Investment Management
Connecticut
$2.12M
GOCP
519
Great Oak Capital Partners
Massachusetts
$2.11M
CPC
520
Cookson Peirce & Co
Pennsylvania
$2.07M
PFBT
521
Parkside Financial Bank & Trust
Missouri
$2.05M
PNC Financial Services Group
522
PNC Financial Services Group
Pennsylvania
$2.05M
AFA
523
American Financial Advisors
Georgia
$2.02M
MA
524
MJP Associates
Connecticut
$2.01M
AO
525
Advisor OS
Illinois
$2.01M