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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
CCMG
676
Clark Capital Management Group
Pennsylvania
$834K
BTW
677
Boston Trust Walden
Massachusetts
$831K
EWP
678
Elevation Wealth Partners
California
$830K
SFC
679
Sprinkle Financial Consultants
Colorado
$823K
EIA
680
Eldridge Investment Advisors
New Hampshire
$817K
SPA
681
Shore Point Advisors
New Jersey
$814K
YWM
682
Yoder Wealth Management
California
$810K
PIFP
683
Partners in Financial Planning
Virginia
$804K
DCM
684
Donaldson Capital Management
Indiana
$799K
BCM
685
Blume Capital Management
California
$797K
KA
686
Kovack Advisors
Florida
$795K
BAWC
687
Boyce & Associates Wealth Consulting
Texas
$793K
SWMG
688
Sard Wealth Management Group
Georgia
$792K
PS
689
Principal Securities
Iowa
$778K
GC
690
Gilbert & Cook
Iowa
$777K
SFS
691
Security Financial Services
Indiana
$776K
CSIC
692
Clifford Swan Investment Counsel
California
$768K
BF
693
bLong Financial
Tennessee
$763K
MFG
694
Mendota Financial Group
Wisconsin
$761K
National Bank of Canada
695
National Bank of Canada
Quebec, Canada
$757K
WTA
696
Washington Trust Advisors
Massachusetts
$753K
SRC
697
Sage Rhino Capital
California
$746K
KAS
698
KPP Advisory Services
Kentucky
$744K
RWM
699
Revisor Wealth Management
Ohio
$743K
AHC
700
Anderson Hoagland & Co
Missouri
$742K