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Dimensional US Core Equity 2 ETF

1,037 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, 341 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: 259254 (-5)

4.18% less ownership

Funds ownership: 81.35%77.18% (-4.2%)

48% less call options, than puts

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

Holders
1,037
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
MAMG
926
Milestone Asset Management Group
Connecticut
$257K
NGA
927
Naples Global Advisors
Florida
$257K
RWP
928
Ridgecrest Wealth Partners
California
$252K
IF
929
Ironwood Financial
Arizona
$251K
RBC
930
Roble Belko & Company
Pennsylvania
$250K
IC
931
Innealta Capital
Texas
$249K
FFA
932
First Foundation Advisors
California
$248K
GIA
933
Gladstone Institutional Advisory
Florida
$248K
RIL
934
Rothschild Investment LLC
Illinois
$246K
SLA
935
Silver Lake Advisory
Utah
$242K
AAG
936
Armstrong Advisory Group
Massachusetts
$241K
HA
937
Huntleigh Advisors
Missouri
$241K
WFA
938
WMG Financial Advisors
Tennessee
$239K
OAS
939
Optivise Advisory Services
Tennessee
$239K
BDF
940
Black Diamond Financial
Maryland
$238K
XT
941
XTX Topco
Cayman Islands
$237K
PFA
942
Pinnacle Family Advisors
Missouri
$237K
CI
943
CX Institutional
Indiana
$236K
SWM
944
SpringVest Wealth Management
Texas
$234K
RIM
945
Ryan Investment Management
Colorado
$232K
BIM
946
Bridges Investment Management
Nebraska
$231K
LWMT
947
Legacy Wealth Management (Tennessee)
Tennessee
$230K
AUB
948
Atlantic Union Bankshares
Virginia
$227K
TCM
949
Traynor Capital Management
Pennsylvania
$227K
BWA
950
BlueChip Wealth Advisors
Georgia
$224K