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Dimensional US Core Equity 2 ETF

1,041 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 64 funds opening new positions, 406 increasing their positions, 342 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: 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
1,041
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
255
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
T
751
Tableaux
Massachusetts
$597K
SFC
752
SYM Financial Corp
Indiana
$596K
BW
753
BostonPremier Wealth
Massachusetts
$588K
PCA
754
Providence Capital Advisors
North Carolina
$586K
BWP
755
Balboa Wealth Partners
Arizona
$583K
BRWA
756
B. Riley Wealth Advisors
Florida
$583K
JFGLC
757
Johnson Financial Group LLC (Colorado)
Colorado
$582K
NC
758
North Capital
Utah
$574K
FF
759
Francis Financial
$574K
VH
760
Visionary Horizons
Tennessee
$563K
MWM
761
Modern Wealth Management
Kansas
$563K
BIA
762
Barry Investment Advisors
Massachusetts
$560K
MFA
763
Morling Financial Advisors
California
$559K
RA
764
Rockingstone Advisors
Massachusetts
$558K
AWC
765
Abundance Wealth Counselors
Pennsylvania
$549K
HFA
766
Highland Financial Advisors
New Jersey
$547K
Bank of Montreal
767
Bank of Montreal
Ontario, Canada
$544K
Bessemer Group
768
Bessemer Group
New Jersey
$544K
GWANC
769
Guardian Wealth Advisors (North Carolina)
North Carolina
$543K
GCA
770
Greenwood Capital Associates
South Carolina
$543K
SPC
771
Sigma Planning Corp
Michigan
$542K
Thrivent Financial for Lutherans
772
Thrivent Financial for Lutherans
Minnesota
$538K
PA
773
Pinnacle Associates
New York
$536K
VA
774
Valmark Advisers
Ohio
$534K
HG
775
Harbor Group
New Hampshire
$533K