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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
MFA
751
Morling Financial Advisors
California
$559K
RA
752
Rockingstone Advisors
Massachusetts
$558K
AWC
753
Abundance Wealth Counselors
Pennsylvania
$549K
HFA
754
Highland Financial Advisors
New Jersey
$547K
Bank of Montreal
755
Bank of Montreal
Ontario, Canada
$544K
Bessemer Group
756
Bessemer Group
New Jersey
$544K
GWANC
757
Guardian Wealth Advisors (North Carolina)
North Carolina
$543K
GCA
758
Greenwood Capital Associates
South Carolina
$543K
SPC
759
Sigma Planning Corp
Michigan
$542K
Thrivent Financial for Lutherans
760
Thrivent Financial for Lutherans
Minnesota
$538K
PA
761
Pinnacle Associates
New York
$536K
VA
762
Valmark Advisers
Ohio
$534K
HG
763
Harbor Group
New Hampshire
$533K
RWP
764
RWA Wealth Partners
Massachusetts
$531K
MAA
765
Mraz Amerine & Associates
California
$530K
TFO
766
Timonier Family Office
North Carolina
$528K
FA
767
Fiduciary Alliance
South Carolina
$526K
Empower Advisory Group
768
Empower Advisory Group
Colorado
$523K
NW
769
NewEdge Wealth
Pennsylvania
$523K
LFG
770
Lockerman Financial Group
California
$522K
QCM
771
QRG Capital Management
Illinois
$521K
DWP
772
Destiny Wealth Partners
Florida
$514K
GWSG
773
GPS Wealth Strategies Group
Colorado
$512K
EFA
774
Edge Financial Advisors
Illinois
$511K
MFT
775
Moisand Fitzgerald Tamayo
Florida
$508K