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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
RIM
51
Rockbridge Investment Management
New York
$131M
PAS
52
Park Avenue Securities
New York
$129M
ZF
53
Zhang Financial
Michigan
$127M
Financial Engines Advisors
54
Financial Engines Advisors
California
$122M
Betterment LLC
55
Betterment LLC
New York
$122M
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$121M
NA
57
NewEdge Advisors
Louisiana
$120M
CSIA
58
Conrad Siegel Investment Advisors
Pennsylvania
$118M
IWC
59
Integrated Wealth Concepts
Massachusetts
$118M
CWM
60
Core Wealth Management
Florida
$117M
AFG
61
Altiora Financial Group
Ohio
$114M
MRC
62
Millburn Ridgefield Corp
New York
$113M
CCA
63
Catalyst Capital Advisors
New York
$113M
BWA
64
BCU Wealth Advisors
Illinois
$109M
B
65
BetterWealth
California
$107M
RIP
66
RAM Investment Partners
Washington
$105M
NCM
67
New Capital Management
Texas
$102M
MWP
68
Meridian Wealth Partners
Pennsylvania
$102M
PAG
69
Private Advisor Group
New Jersey
$98.7M
HIA
70
HFM Investment Advisors
New Jersey
$98.4M
EC
71
Eaton-Cambridge
Arizona
$97M
M1FG
72
Mach-1 Financial Group
Arkansas
$95.6M
IAS
73
Integrity Advisory Solutions
Texas
$95.6M
WIM
74
Warwick Investment Management
Texas
$94.3M
PWIA
75
Porter White Investment Advisors
Alabama
$94M