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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
AG
751
Ascent Group
Virginia
$597K +$47.4K +1,270 +9%
T
752
Tableaux
Massachusetts
$597K +$155K +4,151 +37%
SFC
753
SYM Financial Corp
Indiana
$596K -$5.9K -158 -1%
BW
754
BostonPremier Wealth
Massachusetts
$588K +$1.57K +42 +0.3%
PCA
755
Providence Capital Advisors
North Carolina
$586K
BWP
756
Balboa Wealth Partners
Arizona
$583K
BRWA
757
B. Riley Wealth Advisors
Florida
$583K -$21.5K -576 -4%
JFGLC
758
Johnson Financial Group LLC (Colorado)
Colorado
$582K
NC
759
North Capital
Utah
$574K +$75 +2 +0%
FF
760
Francis Financial
$574K
VH
761
Visionary Horizons
Tennessee
$563K -$5.6K -150 -1%
MWM
762
Modern Wealth Management
Kansas
$563K +$59.7K +1,599 +12%
BIA
763
Barry Investment Advisors
Massachusetts
$560K +$1.16K +31 +0.2%
MFA
764
Morling Financial Advisors
California
$559K
RA
765
Rockingstone Advisors
Massachusetts
$558K
IFG
766
Independent Financial Group
California
$551K +$82.2K +2,203 +18%
AWC
767
Abundance Wealth Counselors
Pennsylvania
$549K -$23.3K -625 -4%
HFA
768
Highland Financial Advisors
New Jersey
$547K -$6.83K -183 -1%
Bank of Montreal
769
Bank of Montreal
Ontario, Canada
$544K -$48.6K -1,303 -8%
Bessemer Group
770
Bessemer Group
New Jersey
$544K
GWANC
771
Guardian Wealth Advisors (North Carolina)
North Carolina
$543K +$1.38K +37 +0.3%
GCA
772
Greenwood Capital Associates
South Carolina
$543K
SPC
773
Sigma Planning Corp
Michigan
$542K +$1.42K +38 +0.3%
Thrivent Financial for Lutherans
774
Thrivent Financial for Lutherans
Minnesota
$538K -$5.81M -155,662 -92%
PA
775
Pinnacle Associates
New York
$536K +$300K +8,047 +138%