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Dimensional US Core Equity 2 ETF

1,045 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, 406 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: 406 | Existing positions reduced: 344

2% more funds holding

Funds holding: 1,0251,045 (+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: 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
1,045
Holders Change
+20
Holders Change %
+1.95%
% of All Funds
13.72%
Holding in Top 10
255
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.92%
% of All Funds
3.35%
New
65
Increased
406
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
ML
876
McAdam LLC
Pennsylvania
$325K
SQA
877
Simon Quick Advisors
New Jersey
$324K
MPW
878
Magnolia Private Wealth
Pennsylvania
$320K
AAS
879
Ameritas Advisory Services
Nebraska
$320K +$121K +3,231 +64%
AFG
880
Albion Financial Group
Utah
$320K
TSS
881
Two Sigma Securities
New York
$319K -$203K -5,443 -40%
EGA
882
E&G Advisors
Texas
$319K -$31K -830 -9%
PRP
883
Peak Retirement Planning
Ohio
$316K +$821 +22 +0.3%
UWPG
884
Ullmann Wealth Partners Group
Florida
$316K +$858 +23 +0.3%
FNA
885
First National Advisers
Nebraska
$315K
JHCP
886
Jackson Hole Capital Partners
Oklahoma
$313K +$858 +23 +0.3%
CF
887
Claris Financial
Virginia
$313K +$303K +8,120 New
GD
888
Grandfield & Dodd
New York
$310K
PWMAG
889
Pinnacle Wealth Management Advisory Group
New Jersey
$310K +$300K +8,031 New
KFAA
890
Klaas Financial Asset Advisors
Illinois
$307K
GCM
891
G2 Capital Management
Ohio
$306K
EA
892
Ellsworth Advisors
Ohio
$306K +$821 +22 +0.3%
MA
893
McBroom & Associates
Nevada
$305K -$56.1K -1,503 -16%
CA
894
Clearstead Advisors
Ohio
$303K
WA
895
Waddell & Associates
Tennessee
$302K
WCP
896
Wealthcare Capital Partners
Pennsylvania
$302K -$11K -295 -4%
LC
897
Lincoln Capital
Nebraska
$301K
PMFA
898
Plante Moran Financial Advisors
Michigan
$301K -$25.2K -675 -8%
FMN
899
Financial Management Network
California
$299K
FG
900
Foster Group
Iowa
$296K -$4.4K -118 -2%