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