DFAC icon

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
CCWM
526
Cassaday & Co Wealth Management
Virginia
$1.96M
KPWS
527
Kestra Private Wealth Services
Texas
$1.92M
CWMK
528
Caliber Wealth Management (Kansas)
Kansas
$1.91M
BHWM
529
Beaird Harris Wealth Management
Texas
$1.91M
SWM
530
Shakespeare Wealth Management
Wisconsin
$1.9M
OW
531
Olistico Wealth
Oklahoma
$1.89M
LPFG
532
Landing Point Financial Group
Ohio
$1.87M
OC
533
Oakworth Capital
Alabama
$1.87M
AIM
534
Archer Investment Management
Texas
$1.86M
Fifth Third Bancorp
535
Fifth Third Bancorp
Ohio
$1.85M
IIA
536
Integrity Investment Advisors
Colorado
$1.84M
Ameriprise
537
Ameriprise
Minnesota
$1.79M
BP
538
Ballentine Partners
Massachusetts
$1.78M
CAG
539
Csenge Advisory Group
Florida
$1.76M
NRI
540
NFP Retirement Inc
California
$1.76M
PA
541
Parallel Advisors
California
$1.72M
CHJWM
542
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.69M
VCP
543
Verus Capital Partners
Arizona
$1.67M
IAS
544
IMA Advisory Services
Colorado
$1.66M
IWA
545
Icon Wealth Advisors
Texas
$1.65M
CMP
546
Coston McIsaac & Partners
Maine
$1.64M
RC
547
Roundview Capital
New Jersey
$1.63M
SRB
548
Shotwell Rutter Baer
Michigan
$1.6M
SSW
549
Stone Summit Wealth
Florida
$1.57M
LOPW
550
Live Oak Private Wealth
North Carolina
$1.55M