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Dimensional US Core Equity 2 ETF

1,025 hedge funds and large institutions have $29B invested in Dimensional US Core Equity 2 ETF in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 402 increasing their positions, 336 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 258251 (-7)

5.29% less ownership

Funds ownership: 81.38%76.09% (-5.3%)

48% less call options, than puts

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

Holders
1,025
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
251
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
LI
76
LRI Investments
Florida
$91.8M
Creative Planning
77
Creative Planning
Kansas
$90.4M
AssetMark Inc
78
AssetMark Inc
California
$89.2M
SIAG
79
Safeguard Investment Advisory Group
California
$88.5M
SWA
80
ShankerValleau Wealth Advisors
Illinois
$87.2M
IA
81
Integrity Alliance
Iowa
$86.5M
HIG
82
Heritage Investment Group
Florida
$85.7M
KAS
83
Kestra Advisory Services
Texas
$84.1M
VP
84
Verisail Partners
Georgia
$84M
RWM
85
Ruedi Wealth Management
Illinois
$83.4M
SHFA
86
SC&H Financial Advisors
Maryland
$82M
TWA
87
TCI Wealth Advisors
Arizona
$80.7M
SWA
88
Sax Wealth Advisors
New Jersey
$80M
PCI
89
Planning Center Inc
Illinois
$79.8M
ATI
90
ARK & TLK Investments
Oklahoma
$79.6M
KAM
91
KEB Asset Management
Illinois
$79M
WCM
92
Warburton Capital Management
Oklahoma
$78.7M
GWM
93
Grand Wealth Management
Michigan
$78.2M
HNWA
94
Henrickson Nauta Wealth Advisors
Michigan
$78.2M
WAM
95
WNY Asset Management
New York
$77.4M
SM
96
Sensible Money
Arizona
$76.2M
Corient Private Wealth
97
Corient Private Wealth
Florida
$75.1M
MGWA
98
Monument Group Wealth Advisors
Massachusetts
$74.9M
BJL
99
Brighton Jones LLC
Washington
$74.4M
ALWM
100
Andrews Lucia Wealth Management
California
$71.6M