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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
IWA
551
Icon Wealth Advisors
Texas
$1.65M
CMP
552
Coston McIsaac & Partners
Maine
$1.64M +$2.35K +63 +0.1%
RC
553
Roundview Capital
New Jersey
$1.63M +$4.33K +116 +0.3%
SRB
554
Shotwell Rutter Baer
Michigan
$1.6M -$11.6K -311 -0.8%
SSW
555
Stone Summit Wealth
Florida
$1.57M -$3.43M -92,013 -69%
LOPW
556
Live Oak Private Wealth
North Carolina
$1.55M +$412K +11,033 +38%
VFIC
557
Valley Forge Investment Consultants
Pennsylvania
$1.53M +$53K +1,421 +4%
TNBTD
558
Trustmark National Bank Trust Department
Mississippi
$1.51M
MIAS
559
Mason Investment Advisory Services
Virginia
$1.51M +$3.99K +107 +0.3%
PA
560
Probity Advisors
Texas
$1.5M
ECM
561
Evergreen Capital Management
Washington
$1.5M +$126K +3,370 +9%
SCTC
562
Sanibel Captiva Trust Company
Florida
$1.49M
WIA
563
World Investment Advisors
California
$1.49M +$318K +8,514 +28%
SIA
564
SeaBridge Investment Advisors
New Jersey
$1.47M +$3.43K +92 +0.2%
Natixis Advisors
565
Natixis Advisors
Massachusetts
$1.47M +$134K +3,582 +10%
NB
566
Nicolet Bankshares
Wisconsin
$1.46M -$2.43K -65 -0.2%
AFA
567
Avant Financial Advisors
Texas
$1.45M -$70.5K -1,888 -5%
LA
568
Lifeworks Advisors
Michigan
$1.44M +$3.28K +88 +0.2%
CWM
569
Connecticut Wealth Management
Connecticut
$1.44M
SWA
570
Sterling Wealth Advisors
Florida
$1.44M +$1.4M +37,561 New
UF
571
Univest Financial
Pennsylvania
$1.42M -$45.8K -1,227 -3%
VWM
572
Vermillion Wealth Management
Minnesota
$1.42M -$1.08K -29 -0.1%
LG
573
LAM Group
Oregon
$1.41M +$100K +2,689 +8%
BFP
574
Brewster Financial Planning
New York
$1.41M
MFWP
575
Mosaic Family Wealth Partners
Missouri
$1.4M +$13.4K +360 +1%