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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
SWM
701
Selective Wealth Management
Virginia
$734K
SF
702
Summit Financial
New Jersey
$732K
LNWWM
703
Laird Norton Wetherby Wealth Management
California
$731K
HH
704
Hilltop Holdings
Texas
$730K
SEIA
705
Signature Estate & Investment Advisors
California
$725K
CB
706
Cadence Bank
Mississippi
$722K
JIC
707
Johnson Investment Counsel
Ohio
$720K
ATC
708
Argent Trust Co
Tennessee
$716K
NPAN
709
Northeast Planning Associates NH
New Hampshire
$715K
SHF
710
Stage Harbor Financial
Massachusetts
$715K
LWM
711
LJI Wealth Management
Indiana
$711K
TT
712
TI-Trust
Illinois
$709K
CCIA
713
Cherry Creek Investment Advisors
Colorado
$700K
PFA
714
Pettinga Financial Advisors
Indiana
$695K
PFGIA
715
Patriot Financial Group Insurance Agency
Massachusetts
$695K
EB
716
Emprise Bank
Kansas
$693K
CT
717
Colonial Trust
South Carolina
$692K
ACC
718
Acorn Creek Capital
Colorado
$691K
CAI
719
Capital Advisors Inc
Oklahoma
$691K
PFP
720
Pinnacle Financial Partners
Tennessee
$690K
AGP
721
Autumn Glory Partners
Texas
$678K
OWA
722
Oak Wealth Advisors
Illinois
$676K
MAS
723
Meeder Advisory Services
Ohio
$676K
BCA
724
Bay Capital Advisors
Virginia
$667K
FVWA
725
Foster Victor Wealth Advisors
South Carolina
$666K