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Dimensional US Core Equity 2 ETF

1,025 hedge funds and large institutions have $29B invested in Dimensional US Core Equity 2 ETF in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 402 increasing their positions, 336 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 258251 (-7)

5.29% less ownership

Funds ownership: 81.38%76.09% (-5.3%)

48% less call options, than puts

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

Holders
1,025
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
251
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
IWM
826
Iams Wealth Management
Nebraska
$372K
Kayne Anderson Rudnick Investment Management
827
Kayne Anderson Rudnick Investment Management
California
$372K
CB
828
CNB Bank
Pennsylvania
$371K
P
829
&Partners
Tennessee
$370K
FAT
830
First American Trust
California
$366K
1WA
831
180 Wealth Advisors
Washington
$365K
MC
832
Matisse Capital
Oregon
$365K
BBA
833
BLB&B Advisors
Pennsylvania
$365K
RIS
834
Retirement Income Solutions
Michigan
$363K
VA
835
Vident Advisory
Georgia
$361K
WN
836
Williams & Novak
California
$359K
AWM
837
Angeles Wealth Management
California
$359K
BM
838
Berman McAleer
Maryland
$357K
JWM
839
Jessup Wealth Management
Ohio
$357K
GTAM
840
Global Trust Asset Management
Florida
$356K
SFS
841
Summit Financial Strategies
Ohio
$356K
RWP
842
Ridgeline Wealth Planning
Ohio
$356K
FFWA
843
FRG Family Wealth Advisors
Washington
$352K
WCM
844
Wealthcare Capital Management
Virginia
$352K
WTB
845
Washington Trust Bank
Washington
$351K
KWA
846
Kingswood Wealth Advisors
California
$349K
JGIA
847
Jackson Grant Investment Advisers
Connecticut
$347K
WAG
848
Wallace Advisory Group
California
$345K
RBC
849
Romano Brothers & Co
Illinois
$341K
DFS
850
Dixon Fnancial Services
California
$337K