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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
BCWM
826
Bartlett & Co Wealth Management
Ohio
$396K
VC
827
Vestor Capital
Illinois
$395K -$471K -12,630 -55%
MAM
828
Marotta Asset Management
Virginia
$395K
BAM
829
BOS Asset Management
Illinois
$393K -$31.3K -838 -8%
EWM
830
Evercore Wealth Management
New York
$393K
HFS
831
Hantz Financial Services
Michigan
$391K -$5.75K -154 -1%
BCM
832
Banyan Capital Management
Georgia
$391K +$378K +10,125 New
CWG
833
Cornerstone Wealth Group
North Carolina
$388K
M
834
MATAURO
New York
$381K -$2.16K -58 -0.6%
AIA
835
Arbor Investment Advisors
North Carolina
$379K +$367K +9,832 New
HA
836
Hanover Advisors
South Carolina
$378K
SWP
837
Significant Wealth Partners
Illinois
$376K -$373 -10 -0.1%
SWA
838
Strategies Wealth Advisors
Michigan
$376K +$78K +2,089 +27%
BP
839
BBR Partners
New York
$374K +$1.01K +27 +0.3%
HWM
840
Horizon Wealth Management
Illinois
$373K -$6.27K -168 -2%
IWM
841
Iams Wealth Management
Nebraska
$372K
Kayne Anderson Rudnick Investment Management
842
Kayne Anderson Rudnick Investment Management
California
$372K
CB
843
CNB Bank
Pennsylvania
$371K +$359K +9,630 New
P
844
&Partners
Tennessee
$370K +$102K +2,726 +40%
FAT
845
First American Trust
California
$366K
1WA
846
180 Wealth Advisors
Washington
$365K +$99.3K +2,662 +39%
MC
847
Matisse Capital
Oregon
$365K +$970 +26 +0.3%
BBA
848
BLB&B Advisors
Pennsylvania
$365K
RIS
849
Retirement Income Solutions
Michigan
$363K
VA
850
Vident Advisory
Georgia
$361K -$30.8K -825 -8%