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Dimensional US Core Equity 2 ETF

1,025 hedge funds and large institutions have $29B invested in Dimensional US Core Equity 2 ETF in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 402 increasing their positions, 336 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 258251 (-7)

5.29% less ownership

Funds ownership: 81.38%76.09% (-5.3%)

48% less call options, than puts

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

Holders
1,025
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
251
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
CC
901
Chicago Capital
Illinois
$276K
RCS
902
Retirement Capital Strategies
California
$274K
WWA
903
Wingate Wealth Advisors
Massachusetts
$273K
MWC
904
MBM Wealth Consultants
Missouri
$268K
FWA
905
FSC Wealth Advisors
New York
$266K
SF
906
Synovus Financial
Georgia
$266K
SWRP
907
Summit Wealth & Retirement Planning
California
$266K
SI
908
Stephens Inc
Arkansas
$265K
GLLW
909
Graves Light Lenhart Wealth
Virginia
$264K
EFG
910
Embree Financial Group
Illinois
$264K
LEFP
911
Leading Edge Financial Planning
Tennessee
$263K
LIA
912
Lynx Investment Advisory
District of Columbia
$259K
LWM
913
Lodestone Wealth Management
Washington
$259K
PC
914
Prairiewood Capital
North Dakota
$258K
MAMG
915
Milestone Asset Management Group
Connecticut
$257K
NGA
916
Naples Global Advisors
Florida
$257K
RWP
917
Ridgecrest Wealth Partners
California
$252K
IF
918
Ironwood Financial
Arizona
$251K
RBC
919
Roble Belko & Company
Pennsylvania
$250K
IC
920
Innealta Capital
Texas
$249K
FFA
921
First Foundation Advisors
California
$248K
GIA
922
Gladstone Institutional Advisory
Florida
$248K
RIL
923
Rothschild Investment LLC
Illinois
$246K
SLA
924
Silver Lake Advisory
Utah
$242K
AAG
925
Armstrong Advisory Group
Massachusetts
$241K