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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
AFA
526
American Financial Advisors
Georgia
$2.02M +$5.37K +144 +0.3%
AO
527
Advisor OS
Illinois
$2.01M +$181K +4,852 +10%
MA
528
MJP Associates
Connecticut
$2.01M +$181K +4,852 +10%
LWM
529
Level Wealth Management
North Carolina
$2.01M +$112 +3 +0%
AWP
530
Axis Wealth Partners
Rhode Island
$2.01M +$190K +5,093 +11%
CCA
531
Cadent Capital Advisors
Oklahoma
$1.99M -$113K -3,033 -6%
SB
532
Strategic Blueprint
Georgia
$1.98M -$43.4K -1,164 -2%
CCWM
533
Cassaday & Co Wealth Management
Virginia
$1.96M
KPWS
534
Kestra Private Wealth Services
Texas
$1.92M +$10.5K +281 +0.6%
CWMK
535
Caliber Wealth Management (Kansas)
Kansas
$1.91M -$9.96K -267 -0.5%
BHWM
536
Beaird Harris Wealth Management
Texas
$1.91M -$10.4K -279 -0.6%
SWM
537
Shakespeare Wealth Management
Wisconsin
$1.9M +$116K +3,115 +7%
OW
538
Olistico Wealth
Oklahoma
$1.89M -$12.9K -345 -0.7%
LPFG
539
Landing Point Financial Group
Ohio
$1.87M +$22.7K +608 +1%
OC
540
Oakworth Capital
Alabama
$1.87M +$9.29K +249 +0.5%
AIM
541
Archer Investment Management
Texas
$1.86M -$97.1K -2,603 -5%
Fifth Third Bancorp
542
Fifth Third Bancorp
Ohio
$1.85M -$4.37K -117 -0.2%
IIA
543
Integrity Investment Advisors
Colorado
$1.84M -$9.26K -248 -0.5%
Ameriprise
544
Ameriprise
Minnesota
$1.79M +$53.8K +1,441 +3%
BP
545
Ballentine Partners
Massachusetts
$1.78M
NRI
546
NFP Retirement Inc
California
$1.77M +$1.71M +45,772 New
CAG
547
Csenge Advisory Group
Florida
$1.76M -$71.1K -1,905 -4%
PA
548
Parallel Advisors
California
$1.72M +$448 +12 +0%
CHJWM
549
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.69M
IAS
550
IMA Advisory Services
Colorado
$1.66M +$1.61M +43,145 New