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Dimensional US Core Equity 2 ETF

1,041 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 64 funds opening new positions, 406 increasing their positions, 342 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: 260255 (-5)

4.24% less ownership

Funds ownership: 81.69%77.45% (-4.2%)

48% less call options, than puts

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

Holders
1,041
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
255
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
JWM
851
Jessup Wealth Management
Ohio
$357K
GTAM
852
Global Trust Asset Management
Florida
$356K
SFS
853
Summit Financial Strategies
Ohio
$356K
RWP
854
Ridgeline Wealth Planning
Ohio
$356K
PVI
855
Pine Valley Investments
New Jersey
$354K
FFWA
856
FRG Family Wealth Advisors
Washington
$352K
WCM
857
Wealthcare Capital Management
Virginia
$352K
WTB
858
Washington Trust Bank
Washington
$351K
KWA
859
Kingswood Wealth Advisors
California
$349K
JGIA
860
Jackson Grant Investment Advisers
Connecticut
$347K
WAG
861
Wallace Advisory Group
California
$345K
RBC
862
Romano Brothers & Co
Illinois
$341K
DFS
863
Dixon Fnancial Services
California
$337K
HFP
864
Holistic Financial Partners
Indiana
$335K
NAM
865
NorthCrest Asset Manangement
Minnesota
$335K
EFS
866
Essex Financial Services
Connecticut
$334K
TF
867
Tenon Financial
New Jersey
$334K
PCH
868
PGIM Custom Harvest
New Jersey
$333K
MAG
869
Mokosak Advisory Group
Iowa
$331K
RWA
870
River Wealth Advisors
Pennsylvania
$330K
SI
871
SimpliFi Inc
California
$328K
FAIM
872
Financial Advocates Investment Management
Washington
$327K
MSWMA
873
Market Street Wealth Management Advisors
Indiana
$326K
ML
874
McAdam LLC
Pennsylvania
$325K
SQA
875
Simon Quick Advisors
New Jersey
$324K