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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
HGWM
901
Horst & Graben Wealth Management
Oregon
$282K
CFA
902
Camarda Financial Advisors
Florida
$280K
FA
903
FSA Advisors
Michigan
$280K
HTC
904
Haverford Trust Company
Pennsylvania
$279K
AWM
905
Accel Wealth Management
Iowa
$279K
VAG
906
VisionPoint Advisory Group
Texas
$279K
HBT
907
Hills Bank & Trust
Iowa
$277K
CC
908
Chicago Capital
Illinois
$276K
RCS
909
Retirement Capital Strategies
California
$274K
WWA
910
Wingate Wealth Advisors
Massachusetts
$273K
MWC
911
MBM Wealth Consultants
Missouri
$268K
FWA
912
FSC Wealth Advisors
New York
$266K
SF
913
Synovus Financial
Georgia
$266K
SWRP
914
Summit Wealth & Retirement Planning
California
$266K
SI
915
Stephens Inc
Arkansas
$265K
GLLW
916
Graves Light Lenhart Wealth
Virginia
$264K
EFG
917
Embree Financial Group
Illinois
$264K
LEFP
918
Leading Edge Financial Planning
Tennessee
$263K
LIA
919
Lynx Investment Advisory
District of Columbia
$259K
LWM
920
Lodestone Wealth Management
Washington
$259K
PC
921
Prairiewood Capital
North Dakota
$258K
MAMG
922
Milestone Asset Management Group
Connecticut
$257K
NGA
923
Naples Global Advisors
Florida
$257K
RWP
924
Ridgecrest Wealth Partners
California
$252K
IF
925
Ironwood Financial
Arizona
$251K