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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
IWA
551
Icon Wealth Advisors
Texas
$1.65M
CMP
552
Coston McIsaac & Partners
Maine
$1.64M
RC
553
Roundview Capital
New Jersey
$1.63M
SRB
554
Shotwell Rutter Baer
Michigan
$1.6M
SSW
555
Stone Summit Wealth
Florida
$1.57M
LOPW
556
Live Oak Private Wealth
North Carolina
$1.55M
VFIC
557
Valley Forge Investment Consultants
Pennsylvania
$1.53M
TNBTD
558
Trustmark National Bank Trust Department
Mississippi
$1.51M
MIAS
559
Mason Investment Advisory Services
Virginia
$1.51M
PA
560
Probity Advisors
Texas
$1.5M
ECM
561
Evergreen Capital Management
Washington
$1.5M
SCTC
562
Sanibel Captiva Trust Company
Florida
$1.49M
WIA
563
World Investment Advisors
California
$1.49M
SIA
564
SeaBridge Investment Advisors
New Jersey
$1.47M
Natixis Advisors
565
Natixis Advisors
Massachusetts
$1.47M
NB
566
Nicolet Bankshares
Wisconsin
$1.46M
AFA
567
Avant Financial Advisors
Texas
$1.45M
LA
568
Lifeworks Advisors
Michigan
$1.44M
CWM
569
Connecticut Wealth Management
Connecticut
$1.44M
SWA
570
Sterling Wealth Advisors
Florida
$1.44M
UF
571
Univest Financial
Pennsylvania
$1.42M
VWM
572
Vermillion Wealth Management
Minnesota
$1.42M
LG
573
LAM Group
Oregon
$1.41M
BFP
574
Brewster Financial Planning
New York
$1.41M
MFWP
575
Mosaic Family Wealth Partners
Missouri
$1.4M