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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
ATC
701
Argent Trust Co
Tennessee
$716K
NPAN
702
Northeast Planning Associates NH
New Hampshire
$715K
SHF
703
Stage Harbor Financial
Massachusetts
$715K
LWM
704
LJI Wealth Management
Indiana
$711K
TT
705
TI-Trust
Illinois
$709K
CCIA
706
Cherry Creek Investment Advisors
Colorado
$700K
PFA
707
Pettinga Financial Advisors
Indiana
$695K
PFGIA
708
Patriot Financial Group Insurance Agency
Massachusetts
$695K
EB
709
Emprise Bank
Kansas
$693K
CT
710
Colonial Trust
South Carolina
$692K
ACC
711
Acorn Creek Capital
Colorado
$691K
CAI
712
Capital Advisors Inc
Oklahoma
$691K
PFP
713
Pinnacle Financial Partners
Tennessee
$690K
AGP
714
Autumn Glory Partners
Texas
$678K
OWA
715
Oak Wealth Advisors
Illinois
$676K
MAS
716
Meeder Advisory Services
Ohio
$676K
BCA
717
Bay Capital Advisors
Virginia
$667K
FVWA
718
Foster Victor Wealth Advisors
South Carolina
$666K
DWM
719
Destination Wealth Management
California
$663K
NWMG
720
National Wealth Management Group
Ohio
$662K
R
721
Rebalance
California
$654K
Janney Montgomery Scott
722
Janney Montgomery Scott
Pennsylvania
$652K
CWA
723
CogentBlue Wealth Advisors
Tennessee
$646K
First Trust Advisors
724
First Trust Advisors
Illinois
$643K
CAM
725
CPA Asset Management
Florida
$643K