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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
IAS
76
Integrity Advisory Solutions
Texas
$95.6M
WIM
77
Warwick Investment Management
Texas
$94.3M
PWIA
78
Porter White Investment Advisors
Alabama
$94M
LI
79
LRI Investments
Florida
$91.8M
Creative Planning
80
Creative Planning
Kansas
$90.4M
AssetMark Inc
81
AssetMark Inc
California
$89.2M
SIAG
82
Safeguard Investment Advisory Group
California
$88.5M
SWA
83
ShankerValleau Wealth Advisors
Illinois
$87.2M
IA
84
Integrity Alliance
Iowa
$86.5M
HIG
85
Heritage Investment Group
Florida
$85.7M
KAS
86
Kestra Advisory Services
Texas
$84.1M
VP
87
Verisail Partners
Georgia
$84M
RWM
88
Ruedi Wealth Management
Illinois
$83.4M
SHFA
89
SC&H Financial Advisors
Maryland
$82M
TWA
90
TCI Wealth Advisors
Arizona
$80.7M
SWA
91
Sax Wealth Advisors
New Jersey
$80M
PCI
92
Planning Center Inc
Illinois
$79.8M
ATI
93
ARK & TLK Investments
Oklahoma
$79.6M
KAM
94
KEB Asset Management
Illinois
$79M
WCM
95
Warburton Capital Management
Oklahoma
$78.7M
GWM
96
Grand Wealth Management
Michigan
$78.2M
HNWA
97
Henrickson Nauta Wealth Advisors
Michigan
$78.2M
WAM
98
WNY Asset Management
New York
$77.4M
SM
99
Sensible Money
Arizona
$76.2M
Corient Private Wealth
100
Corient Private Wealth
Florida
$75.1M