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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
O3W
601
Omni 360 Wealth
New Jersey
$1.2M +$1.01K +27 +0.1%
FWA
602
FSM Wealth Advisors
Ohio
$1.2M -$448 -12 -0%
HPA
603
High Probability Advisors
New York
$1.19M +$112 +3 +0%
RWM
604
Riverbend Wealth Management
South Carolina
$1.19M +$121K +3,253 +12%
AFG
605
Atomi Financial Group
New York
$1.18M +$1.14M +30,612 New
TP
606
Tranquility Partners
Tennessee
$1.18M
WBG
607
Wharton Business Group
Pennsylvania
$1.17M
SA
608
Stewardship Advisors
Pennsylvania
$1.17M -$101K -2,709 -8%
MA
609
Montag & Associates
Georgia
$1.17M
SF
610
Symphony Financial
Texas
$1.16M -$85K -2,278 -7%
CFG
611
Cooper Financial Group
California
$1.16M
HW
612
Hancock Whitney
Mississippi
$1.15M +$72.8K +1,950 +7%
VCP
613
Verus Capital Partners
Arizona
$1.13M +$1.1M +29,400 New
NFG
614
Northeast Financial Group
Pennsylvania
$1.12M -$37 -1 -0%
OWP
615
Obermeyer Wealth Partners
Colorado
$1.11M
TCM
616
TruNorth Capital Management
Michigan
$1.1M
WT
617
Washington Trust
Rhode Island
$1.1M
JC
618
JB Capital
Connecticut
$1.1M -$24.3K -652 -2%
DI
619
Disciplined Investors
Texas
$1.09M -$10.9K -291 -1%
SCM
620
SCS Capital Management
Massachusetts
$1.08M
GCM
621
Gibraltar Capital Management
Oklahoma
$1.08M -$408K -10,946 -28%
EFL
622
ERn Financial LLC
Wisconsin
$1.08M -$16.3K -438 -2%
PIA
623
Perennial Investment Advisors
California
$1.08M -$3.58K -96 -0.3%
EF
624
Exeter Financial
Arizona
$1.08M +$896 +24 +0.1%
RB
625
Renasant Bank
Mississippi
$1.08M