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Dimensional US Core Equity 2 ETF

1,041 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 64 funds opening new positions, 406 increasing their positions, 342 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: 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
1,041
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
255
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
LIA
926
Lynx Investment Advisory
District of Columbia
$259K
LWM
927
Lodestone Wealth Management
Washington
$259K
PC
928
Prairiewood Capital
North Dakota
$258K
MAMG
929
Milestone Asset Management Group
Connecticut
$257K
NGA
930
Naples Global Advisors
Florida
$257K
RWP
931
Ridgecrest Wealth Partners
California
$252K
IF
932
Ironwood Financial
Arizona
$251K
RBC
933
Roble Belko & Company
Pennsylvania
$250K
IC
934
Innealta Capital
Texas
$249K
FFA
935
First Foundation Advisors
California
$248K
GIA
936
Gladstone Institutional Advisory
Florida
$248K
RIL
937
Rothschild Investment LLC
Illinois
$246K
SLA
938
Silver Lake Advisory
Utah
$242K
AAG
939
Armstrong Advisory Group
Massachusetts
$241K
HA
940
Huntleigh Advisors
Missouri
$241K
WFA
941
WMG Financial Advisors
Tennessee
$239K
OAS
942
Optivise Advisory Services
Tennessee
$239K
BDF
943
Black Diamond Financial
Maryland
$238K
XT
944
XTX Topco
Cayman Islands
$237K
PFA
945
Pinnacle Family Advisors
Missouri
$237K
CI
946
CX Institutional
Indiana
$236K
SWM
947
SpringVest Wealth Management
Texas
$234K
RIM
948
Ryan Investment Management
Colorado
$232K
BIM
949
Bridges Investment Management
Nebraska
$231K
LWMT
950
Legacy Wealth Management (Tennessee)
Tennessee
$230K