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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
LWM
526
Level Wealth Management
North Carolina
$2.01M
AWP
527
Axis Wealth Partners
Rhode Island
$2.01M
CCA
528
Cadent Capital Advisors
Oklahoma
$1.99M
SB
529
Strategic Blueprint
Georgia
$1.98M
CCWM
530
Cassaday & Co Wealth Management
Virginia
$1.96M
KPWS
531
Kestra Private Wealth Services
Texas
$1.92M
CWMK
532
Caliber Wealth Management (Kansas)
Kansas
$1.91M
BHWM
533
Beaird Harris Wealth Management
Texas
$1.91M
SWM
534
Shakespeare Wealth Management
Wisconsin
$1.9M
OW
535
Olistico Wealth
Oklahoma
$1.89M
LPFG
536
Landing Point Financial Group
Ohio
$1.87M
OC
537
Oakworth Capital
Alabama
$1.87M
AIM
538
Archer Investment Management
Texas
$1.86M
Fifth Third Bancorp
539
Fifth Third Bancorp
Ohio
$1.85M
IIA
540
Integrity Investment Advisors
Colorado
$1.84M
Ameriprise
541
Ameriprise
Minnesota
$1.79M
BP
542
Ballentine Partners
Massachusetts
$1.78M
CAG
543
Csenge Advisory Group
Florida
$1.76M
NRI
544
NFP Retirement Inc
California
$1.76M
PA
545
Parallel Advisors
California
$1.72M
CHJWM
546
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.69M
VCP
547
Verus Capital Partners
Arizona
$1.67M
IAS
548
IMA Advisory Services
Colorado
$1.66M
IWA
549
Icon Wealth Advisors
Texas
$1.65M
CMP
550
Coston McIsaac & Partners
Maine
$1.64M