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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
VFIC
551
Valley Forge Investment Consultants
Pennsylvania
$1.53M
TNBTD
552
Trustmark National Bank Trust Department
Mississippi
$1.51M
MIAS
553
Mason Investment Advisory Services
Virginia
$1.51M
PA
554
Probity Advisors
Texas
$1.5M
ECM
555
Evergreen Capital Management
Washington
$1.5M
SCTC
556
Sanibel Captiva Trust Company
Florida
$1.49M
WIA
557
World Investment Advisors
California
$1.49M
SIA
558
SeaBridge Investment Advisors
New Jersey
$1.47M
Natixis Advisors
559
Natixis Advisors
Massachusetts
$1.47M
NB
560
Nicolet Bankshares
Wisconsin
$1.46M
AFA
561
Avant Financial Advisors
Texas
$1.45M
LA
562
Lifeworks Advisors
Michigan
$1.44M
CWM
563
Connecticut Wealth Management
Connecticut
$1.44M
SWA
564
Sterling Wealth Advisors
Florida
$1.44M
UF
565
Univest Financial
Pennsylvania
$1.42M
VWM
566
Vermillion Wealth Management
Minnesota
$1.42M
LG
567
LAM Group
Oregon
$1.41M
BFP
568
Brewster Financial Planning
New York
$1.41M
MFWP
569
Mosaic Family Wealth Partners
Missouri
$1.4M
DEM
570
Disciplined Equity Management
Florida
$1.4M
FWM
571
Fortress Wealth Management
California
$1.4M
VPIM
572
Vanguard Personalized Indexing Management
California
$1.4M
BlackRock
573
BlackRock
New York
$1.39M
QFA
574
Quantum Financial Advisors
California
$1.37M
FMC
575
First Merchants Corp
Indiana
$1.37M