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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
NW
776
NewEdge Wealth
Pennsylvania
$523K
LFG
777
Lockerman Financial Group
California
$522K
QCM
778
QRG Capital Management
Illinois
$521K
DWP
779
Destiny Wealth Partners
Florida
$514K
GWSG
780
GPS Wealth Strategies Group
Colorado
$512K
EFA
781
Edge Financial Advisors
Illinois
$511K
MFT
782
Moisand Fitzgerald Tamayo
Florida
$508K
NWM
783
Navigoe Wealth Management
California
$499K
EFP
784
EnRich Financial Partners
Wisconsin
$491K
KWS
785
Keystone Wealth Services
California
$490K
AWE
786
Avidian Wealth Enterprises
Texas
$484K
GSWM
787
Golden State Wealth Management
California
$484K
TBT
788
Texas Bank & Trust
Texas
$483K
RFA
789
Reyes Financial Architecture
California
$479K
GWM
790
Gibbs Wealth Management
Georgia
$472K
HI
791
Harbour Investments
Wisconsin
$466K
VF
792
Vista Finance
Missouri
$463K
PPH
793
Pure Portfolios Holdings
Oregon
$457K
TA
794
TFB Advisors
Kansas
$449K
IWM
795
IHT Wealth Management
Illinois
$447K
CIC
796
Cutler Investment Counsel
Oregon
$443K
BP
797
BWM Planning
Texas
$439K
CIA
798
Capital Investment Advisors
Georgia
$436K
MIM
799
MTM Investment Management
South Carolina
$436K
BH
800
Burk Holdings
Oklahoma
$434K