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Dimensional US Core Equity 2 ETF

1,033 hedge funds and large institutions have $29.5B invested in Dimensional US Core Equity 2 ETF in 2025 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 404 increasing their positions, 340 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2% less funds holding in top 10

Funds holding in top 10: 258254 (-4)

4.19% less ownership

Funds ownership: 81.38%77.2% (-4.2%)

48% less call options, than puts

Call options by funds: $401K | Put options by funds: $775K

Holders
1,033
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
254
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
CA
651
CoreCap Advisors
Michigan
$936K
CFS
652
CRA Financial Services
New Jersey
$933K
CWM
653
CarsonAllaria Wealth Management
Illinois
$925K
MWP
654
Meredith Wealth Planning
Illinois
$922K
SRSA
655
S.R. Schill & Associates
Washington
$922K
S4W
656
Solutions 4 Wealth
Texas
$921K
IFWM
657
Institute for Wealth Management
Colorado
$920K
CC
658
Citrine Capital
California
$916K
SAM
659
Synergy Asset Management
Washington
$905K
EWA
660
Elevate Wealth Advisory
Georgia
$898K
AIM
661
Advyzon Investment Management
Illinois
$890K
MEG
662
Millstone Evans Group
Colorado
$887K
S
663
SignatureFD
Georgia
$881K
FWI
664
Facet Wealth Inc
Maryland
$872K
MPAM
665
Murphy Pohlad Asset Management
Minnesota
$868K
KSWA
666
Kathleen S. Wright Associates
Pennsylvania
$863K
QPWM
667
Quadrant Private Wealth Management
Pennsylvania
$863K
HFS
668
Hopwood Financial Services
Virginia
$863K
TRCT
669
Tower Research Capital (TRC)
New York
$856K
VT
670
Vise Technologies
New York
$854K
YWM
671
Yardley Wealth Management
Pennsylvania
$851K
C
672
Certuity
Florida
$848K
KFSC
673
Keystone Financial Services (Colorado)
Colorado
$846K
BB
674
Busey Bank
Illinois
$845K
KP
675
Keel Point
Alabama
$837K