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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
AGP
726
Autumn Glory Partners
Texas
$678K +$25.6K +687 +4%
OWA
727
Oak Wealth Advisors
Illinois
$676K +$597 +16 +0.1%
MAS
728
Meeder Advisory Services
Ohio
$676K +$47.9K +1,283 +8%
BCA
729
Bay Capital Advisors
Virginia
$667K +$1.6K +43 +0.2%
FVWA
730
Foster Victor Wealth Advisors
South Carolina
$666K +$1.79K +48 +0.3%
DWM
731
Destination Wealth Management
California
$663K +$37.4K +1,002 +6%
NWMG
732
National Wealth Management Group
Ohio
$662K +$709 +19 +0.1%
R
733
Rebalance
California
$654K +$1.75K +47 +0.3%
Janney Montgomery Scott
734
Janney Montgomery Scott
Pennsylvania
$652K +$49.5K +1,327 +9%
CWA
735
CogentBlue Wealth Advisors
Tennessee
$646K
EA
736
Evolution Advisers
Virginia
$644K
First Trust Advisors
737
First Trust Advisors
Illinois
$643K +$373 +10 +0.1%
CAM
738
CPA Asset Management
Florida
$643K -$7.76K -208 -1%
WA
739
WBH Advisory
Maryland
$635K
MC
740
Moors & Cabot
Massachusetts
$625K
CFG
741
Chapman Financial Group
Hawaii
$624K +$603K +16,169 New
MAS
742
MPWM Advisory Solutions
Georgia
$620K -$1.87K -50 -0.3%
MFG
743
Magnus Financial Group
New York
$619K +$1.64K +44 +0.3%
AIM
744
Acropolis Investment Management
Missouri
$618K +$643K +17,233 New
HFA
745
Hershey Financial Advisers
Pennsylvania
$616K +$28.4K +760 +5%
TPI
746
Trust Point Inc
Wisconsin
$615K
TIA
747
Traphagen Investment Advisors
New Jersey
$611K +$1.64K +44 +0.3%
BIA
748
Bell Investment Advisors
California
$608K
TF
749
Threadgill Financial
Texas
$606K
VI
750
VanderPol Investments
Michigan
$603K -$308K -8,262 -35%