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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
CD
901
Chapin Davis
Maryland
$296K
FCG
902
Fielder Capital Group
Tennessee
$295K -$24.9K -667 -8%
SAM
903
Stansberry Asset Management
Texas
$291K
SL
904
Salomon & Ludwin
Virginia
$291K +$280K +7,493 New
RH
905
RFG Holdings
Texas
$290K -$29.1K -781 -9%
SFP
906
Sandbox Financial Partners
Maryland
$289K +$279K +7,486 New
PFA
907
Pillar Financial Advisors
Kentucky
$287K -$12.3K -329 -4%
GAA
908
Guardian Asset Advisors
Pennsylvania
$287K +$10.9K +292 +4%
MJRIC
909
Mogy Joel R Investment Counsel
California
$285K
HGWM
910
Horst & Graben Wealth Management
Oregon
$282K
CFA
911
Camarda Financial Advisors
Florida
$280K
FA
912
FSA Advisors
Michigan
$280K -$94.6K -2,534 -26%
HTC
913
Haverford Trust Company
Pennsylvania
$279K
AWM
914
Accel Wealth Management
Iowa
$279K -$149 -4 -0.1%
VAG
915
VisionPoint Advisory Group
Texas
$279K +$269K +7,221 New
HBT
916
Hills Bank & Trust
Iowa
$277K -$5.04K -135 -2%
CC
917
Chicago Capital
Illinois
$276K
RCS
918
Retirement Capital Strategies
California
$274K
WWA
919
Wingate Wealth Advisors
Massachusetts
$273K
MWC
920
MBM Wealth Consultants
Missouri
$268K
FWA
921
FSC Wealth Advisors
New York
$266K
SF
922
Synovus Financial
Georgia
$266K +$709 +19 +0.3%
SWRP
923
Summit Wealth & Retirement Planning
California
$266K
SI
924
Stephens Inc
Arkansas
$265K
GLLW
925
Graves Light Lenhart Wealth
Virginia
$264K +$597 +16 +0.2%