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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
WN
851
Williams & Novak
California
$359K -$30.4K -814 -8%
AWM
852
Angeles Wealth Management
California
$359K
BM
853
Berman McAleer
Maryland
$357K +$346K +9,260 New
JWM
854
Jessup Wealth Management
Ohio
$357K
GTAM
855
Global Trust Asset Management
Florida
$356K -$1.87K -50 -0.5%
SFS
856
Summit Financial Strategies
Ohio
$356K
RWP
857
Ridgeline Wealth Planning
Ohio
$356K
PVI
858
Pine Valley Investments
New Jersey
$354K -$40.4K -1,082 -11%
FFWA
859
FRG Family Wealth Advisors
Washington
$352K +$933 +25 +0.3%
WCM
860
Wealthcare Capital Management
Virginia
$352K -$10.9K -292 -3%
WTB
861
Washington Trust Bank
Washington
$351K
KWA
862
Kingswood Wealth Advisors
California
$349K -$19.1K -513 -5%
JGIA
863
Jackson Grant Investment Advisers
Connecticut
$347K +$335K +8,990 New
WAG
864
Wallace Advisory Group
California
$345K +$1.04K +28 +0.3%
RBC
865
Romano Brothers & Co
Illinois
$341K
DFS
866
Dixon Fnancial Services
California
$337K
HFP
867
Holistic Financial Partners
Indiana
$335K +$933 +25 +0.3%
NAM
868
NorthCrest Asset Manangement
Minnesota
$335K
EFS
869
Essex Financial Services
Connecticut
$334K +$6.98K +187 +2%
TF
870
Tenon Financial
New Jersey
$334K
PCH
871
PGIM Custom Harvest
New Jersey
$333K
MAG
872
Mokosak Advisory Group
Iowa
$331K +$896 +24 +0.3%
RWA
873
River Wealth Advisors
Pennsylvania
$330K +$43.1K +1,154 +16%
SI
874
SimpliFi Inc
California
$328K
FAIM
875
Financial Advocates Investment Management
Washington
$327K -$2.71M -72,604 -90%