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Dimensional US Core Equity 2 ETF

1,037 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, 341 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: 259254 (-5)

4.18% less ownership

Funds ownership: 81.35%77.18% (-4.2%)

48% less call options, than puts

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

Holders
1,037
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
SFS
851
Summit Financial Strategies
Ohio
$356K
RWP
852
Ridgeline Wealth Planning
Ohio
$356K
PVI
853
Pine Valley Investments
New Jersey
$354K
FFWA
854
FRG Family Wealth Advisors
Washington
$352K
WCM
855
Wealthcare Capital Management
Virginia
$352K
WTB
856
Washington Trust Bank
Washington
$351K
KWA
857
Kingswood Wealth Advisors
California
$349K
JGIA
858
Jackson Grant Investment Advisers
Connecticut
$347K
WAG
859
Wallace Advisory Group
California
$345K
RBC
860
Romano Brothers & Co
Illinois
$341K
DFS
861
Dixon Fnancial Services
California
$337K
HFP
862
Holistic Financial Partners
Indiana
$335K
NAM
863
NorthCrest Asset Manangement
Minnesota
$335K
EFS
864
Essex Financial Services
Connecticut
$334K
TF
865
Tenon Financial
New Jersey
$334K
PCH
866
PGIM Custom Harvest
New Jersey
$333K
MAG
867
Mokosak Advisory Group
Iowa
$331K
RWA
868
River Wealth Advisors
Pennsylvania
$330K
SI
869
SimpliFi Inc
California
$328K
FAIM
870
Financial Advocates Investment Management
Washington
$327K
MSWMA
871
Market Street Wealth Management Advisors
Indiana
$326K
ML
872
McAdam LLC
Pennsylvania
$325K
SQA
873
Simon Quick Advisors
New Jersey
$324K
MPW
874
Magnolia Private Wealth
Pennsylvania
$320K
AAS
875
Ameritas Advisory Services
Nebraska
$320K