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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
EFG
926
Embree Financial Group
Illinois
$264K
LEFP
927
Leading Edge Financial Planning
Tennessee
$263K
LIA
928
Lynx Investment Advisory
District of Columbia
$259K +$251K +6,726 New
LWM
929
Lodestone Wealth Management
Washington
$259K
PC
930
Prairiewood Capital
North Dakota
$258K +$250K +6,692 New
MAMG
931
Milestone Asset Management Group
Connecticut
$257K +$9.63K +258 +4%
NGA
932
Naples Global Advisors
Florida
$257K
RWP
933
Ridgecrest Wealth Partners
California
$252K
IF
934
Ironwood Financial
Arizona
$251K +$1.38K +37 +0.6%
RBC
935
Roble Belko & Company
Pennsylvania
$250K
IC
936
Innealta Capital
Texas
$249K
FFA
937
First Foundation Advisors
California
$248K
GIA
938
Gladstone Institutional Advisory
Florida
$248K
RIL
939
Rothschild Investment LLC
Illinois
$246K
SLA
940
Silver Lake Advisory
Utah
$242K -$41.3K -1,107 -15%
AAG
941
Armstrong Advisory Group
Massachusetts
$241K +$261 +7 +0.1%
HA
942
Huntleigh Advisors
Missouri
$241K +$233K +6,253 New
WFA
943
WMG Financial Advisors
Tennessee
$239K
OAS
944
Optivise Advisory Services
Tennessee
$239K -$9.33K -250 -4%
BDF
945
Black Diamond Financial
Maryland
$238K +$230K +6,175 New
XT
946
XTX Topco
Cayman Islands
$237K -$219K -5,859 -49%
PFA
947
Pinnacle Family Advisors
Missouri
$237K +$933 +25 +0.4%
CI
948
CX Institutional
Indiana
$236K +$146K +3,913 +177%
SWM
949
SpringVest Wealth Management
Texas
$234K
RIM
950
Ryan Investment Management
Colorado
$232K