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Dimensional US Core Equity 2 ETF

1,033 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, 340 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: 258254 (-4)

4.19% less ownership

Funds ownership: 81.38%77.2% (-4.2%)

48% less call options, than puts

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

Holders
1,033
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
BRWA
751
B. Riley Wealth Advisors
Florida
$583K
JFGLC
752
Johnson Financial Group LLC (Colorado)
Colorado
$582K
NC
753
North Capital
Utah
$574K
FF
754
Francis Financial
$574K
VH
755
Visionary Horizons
Tennessee
$563K
MWM
756
Modern Wealth Management
Kansas
$563K
BIA
757
Barry Investment Advisors
Massachusetts
$560K
MFA
758
Morling Financial Advisors
California
$559K
RA
759
Rockingstone Advisors
Massachusetts
$558K
AWC
760
Abundance Wealth Counselors
Pennsylvania
$549K
HFA
761
Highland Financial Advisors
New Jersey
$547K
Bank of Montreal
762
Bank of Montreal
Ontario, Canada
$544K
Bessemer Group
763
Bessemer Group
New Jersey
$544K
GWANC
764
Guardian Wealth Advisors (North Carolina)
North Carolina
$543K
GCA
765
Greenwood Capital Associates
South Carolina
$543K
SPC
766
Sigma Planning Corp
Michigan
$542K
Thrivent Financial for Lutherans
767
Thrivent Financial for Lutherans
Minnesota
$538K
PA
768
Pinnacle Associates
New York
$536K
VA
769
Valmark Advisers
Ohio
$534K
HG
770
Harbor Group
New Hampshire
$533K
RWP
771
RWA Wealth Partners
Massachusetts
$531K
MAA
772
Mraz Amerine & Associates
California
$530K
TFO
773
Timonier Family Office
North Carolina
$528K
FA
774
Fiduciary Alliance
South Carolina
$526K
Empower Advisory Group
775
Empower Advisory Group
Colorado
$523K