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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
ASN
626
Advisory Services Network
Georgia
$1.03M
APM
627
a16z Perennial Management
California
$1.02M
AWP
628
Astra Wealth Partners
New Jersey
$1.02M
DAS
629
Diversify Advisory Services
Utah
$1.02M
Envestnet Portfolio Solutions
630
Envestnet Portfolio Solutions
Illinois
$1.02M
FA
631
Fortis Advisors
Pennsylvania
$1.01M
TFM
632
TFC Financial Management
Massachusetts
$1.01M
DJSG
633
D.J. St. Germain
Massachusetts
$999K
BTI
634
Blue Trust Inc
Georgia
$997K
MWM
635
MGB Wealth Management
Texas
$996K
ACA
636
Affinity Capital Advisors
California
$994K
MOS
637
MGO One Seven
Ohio
$992K
GS
638
GTS Securities
New York
$989K
CWS
639
Confluence Wealth Services
Pennsylvania
$977K
RPSA
640
Richard P. Slaughter Associates
Texas
$972K
BFA
641
Beacon Financial Advisory
Ohio
$963K
BCP
642
Blue Chip Partners
Michigan
$962K
GCA
643
Gradient Capital Advisors
California
$946K
CIBC Private Wealth Group
644
CIBC Private Wealth Group
Georgia
$938K
CA
645
CoreCap Advisors
Michigan
$936K
CFS
646
CRA Financial Services
New Jersey
$933K
CWM
647
CarsonAllaria Wealth Management
Illinois
$925K
MWP
648
Meredith Wealth Planning
Illinois
$922K
SRSA
649
S.R. Schill & Associates
Washington
$922K
S4W
650
Solutions 4 Wealth
Texas
$921K