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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
NP
626
NorthRock Partners
Minnesota
$1.07M
OPWM
627
Oakwell Private Wealth Management
Texas
$1.07M -$2.28K -61 -0.2%
FWM
628
FFT Wealth Management
Pennsylvania
$1.07M
EGWAG
629
Elwood & Goetz Wealth Advisory Group
Georgia
$1.07M +$619K +16,582 +149%
Tudor Investment Corp
630
Tudor Investment Corp
Connecticut
$1.06M -$56.1K -1,502 -5%
Jane Street
631
Jane Street
New York
$1.05M +$237K +6,356 +30%
MCA
632
Magnolia Capital Advisors
Mississippi
$1.05M -$10.3K -275 -1%
BIG
633
Brooklyn Investment Group
New York
$1.04M
SHGA
634
Sand Hill Global Advisors
California
$1.03M -$9.78K -262 -1%
ASN
635
Advisory Services Network
Georgia
$1.03M -$6.12K -164 -0.6%
APM
636
a16z Perennial Management
California
$1.02M +$991K +26,550 New
DCM
637
DGS Capital Management
New Jersey
$1.02M
AWP
638
Astra Wealth Partners
New Jersey
$1.02M
DAS
639
Diversify Advisory Services
Utah
$1.02M +$224 +6 +0%
Envestnet Portfolio Solutions
640
Envestnet Portfolio Solutions
Illinois
$1.02M -$650K -17,405 -40%
FA
641
Fortis Advisors
Pennsylvania
$1.01M +$2.69K +72 +0.3%
TFM
642
TFC Financial Management
Massachusetts
$1.01M +$2.35K +63 +0.2%
DJSG
643
D.J. St. Germain
Massachusetts
$999K +$76.9K +2,062 +9%
BTI
644
Blue Trust Inc
Georgia
$997K +$142K +3,805 +17%
MWM
645
MGB Wealth Management
Texas
$996K
ACA
646
Affinity Capital Advisors
California
$994K
MOS
647
MGO One Seven
Ohio
$992K +$959K +25,708 New
GS
648
GTS Securities
New York
$989K +$345K +9,236 +56%
CWS
649
Confluence Wealth Services
Pennsylvania
$977K +$72.3K +1,937 +8%
RPSA
650
Richard P. Slaughter Associates
Texas
$972K