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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
BFA
651
Beacon Financial Advisory
Ohio
$963K
BCP
652
Blue Chip Partners
Michigan
$962K +$2.54K +68 +0.3%
GCA
653
Gradient Capital Advisors
California
$946K -$36.1K -967 -4%
CIBC Private Wealth Group
654
CIBC Private Wealth Group
Georgia
$938K +$338K +9,059 +59%
CA
655
CoreCap Advisors
Michigan
$936K
CFS
656
CRA Financial Services
New Jersey
$933K
CWM
657
CarsonAllaria Wealth Management
Illinois
$925K +$2.46K +66 +0.3%
MWP
658
Meredith Wealth Planning
Illinois
$922K +$12.4K +332 +1%
SRSA
659
S.R. Schill & Associates
Washington
$922K +$2.46K +66 +0.3%
S4W
660
Solutions 4 Wealth
Texas
$921K -$1.01K -27 -0.1%
IFWM
661
Institute for Wealth Management
Colorado
$920K -$448 -12 -0.1%
CC
662
Citrine Capital
California
$916K +$1.98K +53 +0.2%
SAM
663
Synergy Asset Management
Washington
$905K +$613K +16,420 +200%
EWA
664
Elevate Wealth Advisory
Georgia
$898K -$2.91K -78 -0.3%
AIM
665
Advyzon Investment Management
Illinois
$890K +$532K +14,255 +162%
GHA
666
GW Henssler & Associates
Georgia
$889K
MEG
667
Millstone Evans Group
Colorado
$887K -$1.67M -44,706 -66%
S
668
SignatureFD
Georgia
$881K +$63.4K +1,700 +8%
FWI
669
Facet Wealth Inc
Maryland
$872K +$2.02K +54 +0.2%
MPAM
670
Murphy Pohlad Asset Management
Minnesota
$868K
KSWA
671
Kathleen S. Wright Associates
Pennsylvania
$863K +$464K +12,439 +125%
QPWM
672
Quadrant Private Wealth Management
Pennsylvania
$863K
HFS
673
Hopwood Financial Services
Virginia
$863K
TRCT
674
Tower Research Capital (TRC)
New York
$856K +$385K +10,316 +87%
VT
675
Vise Technologies
New York
$854K +$826K +22,131 New