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Dimensional US Core Equity 2 ETF

1,041 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 64 funds opening new positions, 406 increasing their positions, 342 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: 260255 (-5)

4.24% less ownership

Funds ownership: 81.69%77.45% (-4.2%)

48% less call options, than puts

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

Holders
1,041
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
255
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
MA
526
MJP Associates
Connecticut
$2.01M
AO
527
Advisor OS
Illinois
$2.01M
LWM
528
Level Wealth Management
North Carolina
$2.01M
AWP
529
Axis Wealth Partners
Rhode Island
$2.01M
CCA
530
Cadent Capital Advisors
Oklahoma
$1.99M
SB
531
Strategic Blueprint
Georgia
$1.98M
CCWM
532
Cassaday & Co Wealth Management
Virginia
$1.96M
KPWS
533
Kestra Private Wealth Services
Texas
$1.92M
CWMK
534
Caliber Wealth Management (Kansas)
Kansas
$1.91M
BHWM
535
Beaird Harris Wealth Management
Texas
$1.91M
SWM
536
Shakespeare Wealth Management
Wisconsin
$1.9M
OW
537
Olistico Wealth
Oklahoma
$1.89M
LPFG
538
Landing Point Financial Group
Ohio
$1.87M
OC
539
Oakworth Capital
Alabama
$1.87M
AIM
540
Archer Investment Management
Texas
$1.86M
Fifth Third Bancorp
541
Fifth Third Bancorp
Ohio
$1.85M
IIA
542
Integrity Investment Advisors
Colorado
$1.84M
Ameriprise
543
Ameriprise
Minnesota
$1.79M
BP
544
Ballentine Partners
Massachusetts
$1.78M
NRI
545
NFP Retirement Inc
California
$1.77M
CAG
546
Csenge Advisory Group
Florida
$1.76M
PA
547
Parallel Advisors
California
$1.72M
CHJWM
548
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.69M
VCP
549
Verus Capital Partners
Arizona
$1.67M
IAS
550
IMA Advisory Services
Colorado
$1.66M