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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
M1FG
76
Mach-1 Financial Group
Arkansas
$95.6M +$92.5M +2,478,924 New
WIM
77
Warwick Investment Management
Texas
$94.3M -$1.96M -52,628 -2%
PWIA
78
Porter White Investment Advisors
Alabama
$94M -$313K -8,383 -0.3%
LI
79
LRI Investments
Florida
$91.8M -$610K -16,333 -0.7%
Creative Planning
80
Creative Planning
Kansas
$90.4M +$287K +7,703 +0.3%
AssetMark Inc
81
AssetMark Inc
California
$89.2M -$1.58M -42,254 -2%
SIAG
82
Safeguard Investment Advisory Group
California
$88.5M -$7.17M -192,076 -8%
SWA
83
ShankerValleau Wealth Advisors
Illinois
$87.2M -$1.48M -39,664 -2%
IA
84
Integrity Alliance
Iowa
$86.5M +$1.28M +34,418 +2%
HIG
85
Heritage Investment Group
Florida
$85.7M +$398K +10,666 +0.5%
KAS
86
Kestra Advisory Services
Texas
$84.1M +$7.34M +196,628 +10%
VP
87
Verisail Partners
Georgia
$84M -$449K -12,031 -0.5%
RWM
88
Ruedi Wealth Management
Illinois
$83.4M +$400K +10,727 +0.5%
SHFA
89
SC&H Financial Advisors
Maryland
$82M -$6.04K -162 -0%
TWA
90
TCI Wealth Advisors
Arizona
$80.7M +$3.29M +88,267 +4%
SWA
91
Sax Wealth Advisors
New Jersey
$80M -$1.78M -47,654 -2%
PCI
92
Planning Center Inc
Illinois
$79.8M -$920K -24,644 -1%
ATI
93
ARK & TLK Investments
Oklahoma
$79.6M +$1.12M +30,140 +1%
KAM
94
KEB Asset Management
Illinois
$79M +$1.54M +41,293 +2%
WCM
95
Warburton Capital Management
Oklahoma
$78.7M -$10.2M -274,010 -12%
GWM
96
Grand Wealth Management
Michigan
$78.2M -$648K -17,357 -0.8%
HNWA
97
Henrickson Nauta Wealth Advisors
Michigan
$78.2M +$1.71M +45,844 +2%
WAM
98
WNY Asset Management
New York
$77.4M +$5.84M +156,598 +8%
SM
99
Sensible Money
Arizona
$76.2M +$3.22M +86,191 +5%
Corient Private Wealth
100
Corient Private Wealth
Florida
$75.1M -$106M -2,850,288 -59%