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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
WTA
701
Washington Trust Advisors
Massachusetts
$753K +$186K +4,974 +34%
SRC
702
Sage Rhino Capital
California
$746K -$1.64K -44 -0.2%
KAS
703
KPP Advisory Services
Kentucky
$744K -$10.2K -273 -1%
RWM
704
Revisor Wealth Management
Ohio
$743K -$242K -6,478 -25%
AHC
705
Anderson Hoagland & Co
Missouri
$742K
SWM
706
Selective Wealth Management
Virginia
$734K +$709K +18,997 New
SF
707
Summit Financial
New Jersey
$732K +$708K +18,979 New
LNWWM
708
Laird Norton Wetherby Wealth Management
California
$731K
HH
709
Hilltop Holdings
Texas
$730K +$199K +5,324 +39%
SEIA
710
Signature Estate & Investment Advisors
California
$725K +$1.04K +28 +0.1%
CB
711
Cadence Bank
Mississippi
$722K +$486K +13,021 +228%
JIC
712
Johnson Investment Counsel
Ohio
$720K -$9.55K -256 -1%
ATC
713
Argent Trust Co
Tennessee
$716K +$42.5K +1,140 +7%
NPAN
714
Northeast Planning Associates NH
New Hampshire
$715K
SHF
715
Stage Harbor Financial
Massachusetts
$715K
LWM
716
LJI Wealth Management
Indiana
$711K -$2.47M -66,063 -78%
TT
717
TI-Trust
Illinois
$709K
CCIA
718
Cherry Creek Investment Advisors
Colorado
$700K
PFA
719
Pettinga Financial Advisors
Indiana
$695K +$40.7K +1,091 +6%
PFGIA
720
Patriot Financial Group Insurance Agency
Massachusetts
$695K +$1.49K +40 +0.2%
EB
721
Emprise Bank
Kansas
$693K -$5.15K -138 -0.8%
CT
722
Colonial Trust
South Carolina
$692K
ACC
723
Acorn Creek Capital
Colorado
$691K +$709 +19 +0.1%
CAI
724
Capital Advisors Inc
Oklahoma
$691K
PFPT
725
Pinnacle Financial Partners (Tennessee)
Tennessee
$690K