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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
PPH
801
Pure Portfolios Holdings
Oregon
$457K +$4.44K +119 +1%
TA
802
TFB Advisors
Kansas
$449K -$137K -3,667 -24%
IWM
803
IHT Wealth Management
Illinois
$447K -$1.2M -32,289 -74%
CIC
804
Cutler Investment Counsel
Oregon
$443K -$9.33K -250 -2%
BP
805
BWM Planning
Texas
$439K -$522 -14 -0.1%
CIA
806
Capital Investment Advisors
Georgia
$436K
MIM
807
MTM Investment Management
South Carolina
$436K
BH
808
Burk Holdings
Oklahoma
$434K +$9.18K +246 +2%
SPP
809
Single Point Partners
Massachusetts
$433K -$182K -4,890 -30%
GGS
810
Galvin Gaustad & Stein
Arizona
$433K +$1.16K +31 +0.3%
CAG
811
Crestwood Advisors Group
Massachusetts
$432K
CWA
812
Canvas Wealth Advisors
Kansas
$427K
MCM
813
Monument Capital Management
Virginia
$425K
SWM
814
Seed Wealth Management
Illinois
$424K -$90.7K -2,430 -18%
OA
815
Oxbow Advisors
Texas
$421K
GEA
816
Glen Eagle Advisors
New Jersey
$416K
IF
817
Intrua Financial
Texas
$415K
GPA
818
Garrison Point Advisors
California
$415K
FG
819
Fairman Group
Pennsylvania
$410K +$1.12K +30 +0.3%
RIA
820
Regal Investment Advisors
Michigan
$409K
CIC
821
Carnegie Investment Counsel
Ohio
$405K
WP
822
WealthShield Partners
North Carolina
$401K +$597 +16 +0.2%
WTC
823
WhitTier Trust Company
Nevada
$400K
TF
824
Trek Financial
Arizona
$396K -$970 -26 -0.3%
PSP
825
Principal Street Partners
Tennessee
$396K -$383K -10,257 -50%