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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
VA
776
Valmark Advisers
Ohio
$534K +$17.8K +477 +4%
HG
777
Harbor Group
New Hampshire
$533K +$1.42K +38 +0.3%
RWP
778
RWA Wealth Partners
Massachusetts
$531K
MAA
779
Mraz Amerine & Associates
California
$530K -$49.9K -1,338 -9%
TFO
780
Timonier Family Office
North Carolina
$528K +$3.4K +91 +0.7%
FA
781
Fiduciary Alliance
South Carolina
$526K -$2.87K -77 -0.6%
Empower Advisory Group
782
Empower Advisory Group
Colorado
$523K +$22.1K +591 +5%
NW
783
NewEdge Wealth
Pennsylvania
$523K
LFG
784
Lockerman Financial Group
California
$522K
QCM
785
QRG Capital Management
Illinois
$521K -$523K -14,014 -51%
DWP
786
Destiny Wealth Partners
Florida
$514K
GWSG
787
GPS Wealth Strategies Group
Colorado
$512K +$3.02K +81 +0.6%
EFA
788
Edge Financial Advisors
Illinois
$511K -$4.78K -128 -1%
MFT
789
Moisand Fitzgerald Tamayo
Florida
$508K -$5.56K -149 -1%
NWM
790
Navigoe Wealth Management
California
$499K -$5.11K -137 -1%
EFP
791
EnRich Financial Partners
Wisconsin
$491K -$10.2K -274 -2%
KWS
792
Keystone Wealth Services
California
$490K
AWE
793
Avidian Wealth Enterprises
Texas
$484K +$784 +21 +0.2%
GSWM
794
Golden State Wealth Management
California
$484K -$3.99K -107 -0.8%
TBT
795
Texas Bank & Trust
Texas
$483K
RFA
796
Reyes Financial Architecture
California
$479K
GWM
797
Gibbs Wealth Management
Georgia
$472K -$83.3K -2,233 -15%
HI
798
Harbour Investments
Wisconsin
$466K
RF
799
Robinswood Financial
Washington
$463K -$6.64K -178 -1%
VF
800
Vista Finance
Missouri
$463K