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Dimensional US Core Equity 2 ETF

1,037 hedge funds and large institutions have $29.5B invested in Dimensional US Core Equity 2 ETF in 2025 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 404 increasing their positions, 341 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: 259254 (-5)

4.18% less ownership

Funds ownership: 81.35%77.18% (-4.2%)

48% less call options, than puts

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

Holders
1,037
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
254
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
BW
751
BostonPremier Wealth
Massachusetts
$588K
PCA
752
Providence Capital Advisors
North Carolina
$586K
BWP
753
Balboa Wealth Partners
Arizona
$583K
BRWA
754
B. Riley Wealth Advisors
Florida
$583K
JFGLC
755
Johnson Financial Group LLC (Colorado)
Colorado
$582K
NC
756
North Capital
Utah
$574K
FF
757
Francis Financial
$574K
VH
758
Visionary Horizons
Tennessee
$563K
MWM
759
Modern Wealth Management
Kansas
$563K
BIA
760
Barry Investment Advisors
Massachusetts
$560K
MFA
761
Morling Financial Advisors
California
$559K
RA
762
Rockingstone Advisors
Massachusetts
$558K
AWC
763
Abundance Wealth Counselors
Pennsylvania
$549K
HFA
764
Highland Financial Advisors
New Jersey
$547K
Bank of Montreal
765
Bank of Montreal
Ontario, Canada
$544K
Bessemer Group
766
Bessemer Group
New Jersey
$544K
GWANC
767
Guardian Wealth Advisors (North Carolina)
North Carolina
$543K
GCA
768
Greenwood Capital Associates
South Carolina
$543K
SPC
769
Sigma Planning Corp
Michigan
$542K
Thrivent Financial for Lutherans
770
Thrivent Financial for Lutherans
Minnesota
$538K
PA
771
Pinnacle Associates
New York
$536K
VA
772
Valmark Advisers
Ohio
$534K
HG
773
Harbor Group
New Hampshire
$533K
RWP
774
RWA Wealth Partners
Massachusetts
$531K
MAA
775
Mraz Amerine & Associates
California
$530K