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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
YWM
676
Yardley Wealth Management
Pennsylvania
$851K
C
677
Certuity
Florida
$848K
KFSC
678
Keystone Financial Services (Colorado)
Colorado
$846K +$2.72K +73 +0.3%
BB
679
Busey Bank
Illinois
$845K
KP
680
Keel Point
Alabama
$837K
CCMG
681
Clark Capital Management Group
Pennsylvania
$834K
BTW
682
Boston Trust Walden
Massachusetts
$831K
EWP
683
Elevation Wealth Partners
California
$830K +$2.16K +58 +0.3%
SFC
684
Sprinkle Financial Consultants
Colorado
$823K +$28.1K +752 +4%
EIA
685
Eldridge Investment Advisors
New Hampshire
$817K +$3.84K +103 +0.5%
SPA
686
Shore Point Advisors
New Jersey
$814K +$20.2K +542 +3%
YWM
687
Yoder Wealth Management
California
$810K
PIFP
688
Partners in Financial Planning
Virginia
$804K -$5.86K -157 -0.7%
DCM
689
Donaldson Capital Management
Indiana
$799K +$773K +20,723 New
BCM
690
Blume Capital Management
California
$797K -$9.22K -247 -1%
KA
691
Kovack Advisors
Florida
$795K
BAWC
692
Boyce & Associates Wealth Consulting
Texas
$793K -$4.07K -109 -0.5%
SWMG
693
Sard Wealth Management Group
Georgia
$792K +$2.13K +57 +0.3%
PS
694
Principal Securities
Iowa
$778K +$79.4K +2,128 +12%
GC
695
Gilbert & Cook
Iowa
$777K +$37 +1 +0%
SFS
696
Security Financial Services
Indiana
$776K -$4.81K -129 -0.6%
CSIC
697
Clifford Swan Investment Counsel
California
$768K
BF
698
bLong Financial
Tennessee
$763K
MFG
699
Mendota Financial Group
Wisconsin
$761K -$60.3K -1,616 -8%
National Bank of Canada
700
National Bank of Canada
Quebec, Canada
$757K +$146K +3,921 +25%