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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
MA
601
Montag & Associates
Georgia
$1.17M
SF
602
Symphony Financial
Texas
$1.16M
CFG
603
Cooper Financial Group
California
$1.16M
HW
604
Hancock Whitney
Mississippi
$1.15M
NFG
605
Northeast Financial Group
Pennsylvania
$1.12M
OWP
606
Obermeyer Wealth Partners
Colorado
$1.11M
TCM
607
TruNorth Capital Management
Michigan
$1.1M
WT
608
Washington Trust
Rhode Island
$1.1M
JC
609
JB Capital
Connecticut
$1.1M
DI
610
Disciplined Investors
Texas
$1.09M
SCM
611
SCS Capital Management
Massachusetts
$1.08M
GCM
612
Gibraltar Capital Management
Oklahoma
$1.08M
EFL
613
ERn Financial LLC
Wisconsin
$1.08M
PIA
614
Perennial Investment Advisors
California
$1.08M
EF
615
Exeter Financial
Arizona
$1.08M
RB
616
Renasant Bank
Mississippi
$1.08M
NP
617
NorthRock Partners
Minnesota
$1.07M
OPWM
618
Oakwell Private Wealth Management
Texas
$1.07M
FWM
619
FFT Wealth Management
Pennsylvania
$1.07M
EGWAG
620
Elwood & Goetz Wealth Advisory Group
Georgia
$1.07M
Tudor Investment Corp
621
Tudor Investment Corp
Connecticut
$1.06M
Jane Street
622
Jane Street
New York
$1.05M
MCA
623
Magnolia Capital Advisors
Mississippi
$1.05M
BIG
624
Brooklyn Investment Group
New York
$1.04M
SHGA
625
Sand Hill Global Advisors
California
$1.03M