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Dimensional US Core Equity 2 ETF

1,033 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, 340 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: 258254 (-4)

4.19% less ownership

Funds ownership: 81.38%77.2% (-4.2%)

48% less call options, than puts

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

Holders
1,033
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
WCM
851
Wealthcare Capital Management
Virginia
$352K
WTB
852
Washington Trust Bank
Washington
$351K
KWA
853
Kingswood Wealth Advisors
California
$349K
JGIA
854
Jackson Grant Investment Advisers
Connecticut
$347K
WAG
855
Wallace Advisory Group
California
$345K
RBC
856
Romano Brothers & Co
Illinois
$341K
DFS
857
Dixon Fnancial Services
California
$337K
HFP
858
Holistic Financial Partners
Indiana
$335K
NAM
859
NorthCrest Asset Manangement
Minnesota
$335K
EFS
860
Essex Financial Services
Connecticut
$334K
TF
861
Tenon Financial
New Jersey
$334K
PCH
862
PGIM Custom Harvest
New Jersey
$333K
MAG
863
Mokosak Advisory Group
Iowa
$331K
RWA
864
River Wealth Advisors
Pennsylvania
$330K
SI
865
SimpliFi Inc
California
$328K
FAIM
866
Financial Advocates Investment Management
Washington
$327K
MSWMA
867
Market Street Wealth Management Advisors
Indiana
$326K
ML
868
McAdam LLC
Pennsylvania
$325K
SQA
869
Simon Quick Advisors
New Jersey
$324K
MPW
870
Magnolia Private Wealth
Pennsylvania
$320K
AAS
871
Ameritas Advisory Services
Nebraska
$320K
AFG
872
Albion Financial Group
Utah
$320K
TSS
873
Two Sigma Securities
New York
$319K
EGA
874
E&G Advisors
Texas
$319K
PRP
875
Peak Retirement Planning
Ohio
$316K