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Dimensional US Core Equity 2 ETF

1,045 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, 406 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: 406 | Existing positions reduced: 344

2% more funds holding

Funds holding: 1,0251,045 (+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: 260255 (-5)

4.24% less ownership

Funds ownership: 81.69%77.45% (-4.2%)

48% less call options, than puts

Call options by funds: $401K | Put options by funds: $775K

Holders
1,045
Holders Change
+20
Holders Change %
+1.95%
% of All Funds
13.72%
Holding in Top 10
255
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.92%
% of All Funds
3.35%
New
65
Increased
406
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
VBA
51
von Borstel & Associates
Oregon
$134M +$2.31M +61,774 +2%
JWA
52
JFS Wealth Advisors
Pennsylvania
$133M +$2.32M +62,133 +2%
RIM
53
Rockbridge Investment Management
New York
$131M +$3.54M +94,956 +3%
PAS
54
Park Avenue Securities
New York
$129M +$9.71M +260,156 +8%
ZF
55
Zhang Financial
Michigan
$127M +$3.05M +81,683 +3%
SSC
56
Syverson Strege & Co
Iowa
$126M -$8.91M -238,820 -7%
Financial Engines Advisors
57
Financial Engines Advisors
California
$122M +$959K +25,687 +0.8%
Betterment LLC
58
Betterment LLC
New York
$122M +$7.65M +205,012 +7%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$121M -$2.61M -69,929 -2%
NA
60
NewEdge Advisors
Louisiana
$120M -$10.7M -285,867 -8%
CSIA
61
Conrad Siegel Investment Advisors
Pennsylvania
$118M +$312K +8,366 +0.3%
IWC
62
Integrated Wealth Concepts
Massachusetts
$118M -$309K -8,282 -0.3%
CWM
63
Core Wealth Management
Florida
$117M +$1.82M +48,752 +2%
AFG
64
Altiora Financial Group
Ohio
$114M -$1.84M -49,218 -2%
CCA
65
Catalyst Capital Advisors
New York
$113M -$8.08M -216,571 -7%
MRC
66
Millburn Ridgefield Corp
New York
$113M -$8.08M -216,571 -7%
BWA
67
BCU Wealth Advisors
Illinois
$109M +$4.37M +117,153 +4%
B
68
BetterWealth
California
$107M -$1.45M -38,979 -1%
RIP
69
RAM Investment Partners
Washington
$105M +$916K +24,549 +0.9%
NCM
70
New Capital Management
Texas
$102M +$245K +6,572 +0.2%
MWP
71
Meridian Wealth Partners
Pennsylvania
$102M -$1.92M -51,357 -2%
PAG
72
Private Advisor Group
New Jersey
$98.7M -$2.37M -63,562 -2%
HIA
73
HFM Investment Advisors
New Jersey
$98.4M -$245K -6,570 -0.3%
EC
74
Eaton-Cambridge
Arizona
$97M -$13.5K -363 -0%
IAS
75
Integrity Advisory Solutions
Texas
$95.6M +$92.5M +2,478,924 New