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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
WS
576
Wedbush Securities
California
$1.35M
SOS
577
Silver Oak Securities
Tennessee
$1.35M
KWM
578
Kingsview Wealth Management
Oregon
$1.34M
RWM
579
Rialto Wealth Management
New York
$1.31M
APC
580
Aspire Private Capital
North Carolina
$1.29M
AIP
581
Almanack Investment Partners
Pennsylvania
$1.27M
CIA
582
Concurrent Investment Advisors
Florida
$1.27M
RA
583
Rise Advisors
New York
$1.26M
FSWA
584
Financial Synergies Wealth Advisors
Texas
$1.25M
HWA
585
Heritage Wealth Advisors
Virginia
$1.25M
CB
586
Commerce Bank
Missouri
$1.25M
CFO
587
Collective Family Office
Pennsylvania
$1.25M
CPCP
588
Cedar Point Capital Partners
Iowa
$1.24M
LBC
589
Lowe Brockenbrough & Co
Virginia
$1.23M
FSC
590
Full Sail Capital
Oklahoma
$1.23M
RF
591
rebel Financial
Ohio
$1.23M
Bank of New York Mellon
592
Bank of New York Mellon
New York
$1.21M
O3W
593
Omni 360 Wealth
New Jersey
$1.2M
FWA
594
FSM Wealth Advisors
Ohio
$1.2M
HPA
595
High Probability Advisors
New York
$1.19M
RWM
596
Riverbend Wealth Management
South Carolina
$1.19M
AFG
597
Atomi Financial Group
New York
$1.18M
TP
598
Tranquility Partners
Tennessee
$1.18M
WBG
599
Wharton Business Group
Pennsylvania
$1.17M
SA
600
Stewardship Advisors
Pennsylvania
$1.17M