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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
IFWM
651
Institute for Wealth Management
Colorado
$920K
CC
652
Citrine Capital
California
$916K
SAM
653
Synergy Asset Management
Washington
$905K
EWA
654
Elevate Wealth Advisory
Georgia
$898K
AIM
655
Advyzon Investment Management
Illinois
$890K
MEG
656
Millstone Evans Group
Colorado
$887K
S
657
SignatureFD
Georgia
$881K
FWI
658
Facet Wealth Inc
Maryland
$872K
MPAM
659
Murphy Pohlad Asset Management
Minnesota
$868K
KSWA
660
Kathleen S. Wright Associates
Pennsylvania
$863K
QPWM
661
Quadrant Private Wealth Management
Pennsylvania
$863K
HFS
662
Hopwood Financial Services
Virginia
$863K
TRCT
663
Tower Research Capital (TRC)
New York
$856K
VT
664
Vise Technologies
New York
$854K
YWM
665
Yardley Wealth Management
Pennsylvania
$851K
C
666
Certuity
Florida
$848K
KFSC
667
Keystone Financial Services (Colorado)
Colorado
$846K
BB
668
Busey Bank
Illinois
$845K
CCMG
669
Clark Capital Management Group
Pennsylvania
$834K
BTW
670
Boston Trust Walden
Massachusetts
$831K
EWP
671
Elevation Wealth Partners
California
$830K
SFC
672
Sprinkle Financial Consultants
Colorado
$823K
EIA
673
Eldridge Investment Advisors
New Hampshire
$817K
SPA
674
Shore Point Advisors
New Jersey
$814K
YWM
675
Yoder Wealth Management
California
$810K