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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
DEM
576
Disciplined Equity Management
Florida
$1.4M +$2.24K +60 +0.2%
FWM
577
Fortress Wealth Management
California
$1.4M +$59.9K +1,604 +5%
VPIM
578
Vanguard Personalized Indexing Management
California
$1.4M
BlackRock
579
BlackRock
New York
$1.39M +$349K +9,340 +35%
QFA
580
Quantum Financial Advisors
California
$1.37M +$149 +4 +0%
FMC
581
First Merchants Corp
Indiana
$1.37M
WS
582
Wedbush Securities
California
$1.35M
SOS
583
Silver Oak Securities
Tennessee
$1.35M +$23.2K +622 +2%
KWM
584
Kingsview Wealth Management
Oregon
$1.34M +$3.43K +92 +0.3%
RWM
585
Rialto Wealth Management
New York
$1.31M +$65.2K +1,747 +5%
APC
586
Aspire Private Capital
North Carolina
$1.29M +$22.5K +604 +2%
AIP
587
Almanack Investment Partners
Pennsylvania
$1.27M +$3.17K +85 +0.3%
CIA
588
Concurrent Investment Advisors
Florida
$1.27M +$37.5K +1,004 +3%
RA
589
Rise Advisors
New York
$1.26M +$3.36K +90 +0.3%
FSWA
590
Financial Synergies Wealth Advisors
Texas
$1.25M +$3.28K +88 +0.3%
HWA
591
Heritage Wealth Advisors
Virginia
$1.25M
CB
592
Commerce Bank
Missouri
$1.25M
CFO
593
Collective Family Office
Pennsylvania
$1.25M
CPCP
594
Cedar Point Capital Partners
Iowa
$1.24M
LBC
595
Lowe Brockenbrough & Co
Virginia
$1.23M
FSC
596
Full Sail Capital
Oklahoma
$1.23M +$688K +18,441 +137%
RF
597
rebel Financial
Ohio
$1.23M -$1.2M -32,094 Closed
IA
598
IFP Advisors
Florida
$1.22M -$1.09M -29,196 -48%
Bank of New York Mellon
599
Bank of New York Mellon
New York
$1.21M +$65.3K +1,750 +6%
SA
600
Sanctuary Advisors
Indiana
$1.21M -$15.9K -427 -1%