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Dimensional US Core Equity 2 ETF

1,033 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, 340 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: 258254 (-4)

4.19% less ownership

Funds ownership: 81.38%77.2% (-4.2%)

48% less call options, than puts

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

Holders
1,033
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
WIM
76
Warwick Investment Management
Texas
$94.3M
PWIA
77
Porter White Investment Advisors
Alabama
$94M
LI
78
LRI Investments
Florida
$91.8M
Creative Planning
79
Creative Planning
Kansas
$90.4M
AssetMark Inc
80
AssetMark Inc
California
$89.2M
SIAG
81
Safeguard Investment Advisory Group
California
$88.5M
SWA
82
ShankerValleau Wealth Advisors
Illinois
$87.2M
IA
83
Integrity Alliance
Iowa
$86.5M
HIG
84
Heritage Investment Group
Florida
$85.7M
KAS
85
Kestra Advisory Services
Texas
$84.1M
VP
86
Verisail Partners
Georgia
$84M
RWM
87
Ruedi Wealth Management
Illinois
$83.4M
SHFA
88
SC&H Financial Advisors
Maryland
$82M
TWA
89
TCI Wealth Advisors
Arizona
$80.7M
SWA
90
Sax Wealth Advisors
New Jersey
$80M
PCI
91
Planning Center Inc
Illinois
$79.8M
ATI
92
ARK & TLK Investments
Oklahoma
$79.6M
KAM
93
KEB Asset Management
Illinois
$79M
WCM
94
Warburton Capital Management
Oklahoma
$78.7M
GWM
95
Grand Wealth Management
Michigan
$78.2M
HNWA
96
Henrickson Nauta Wealth Advisors
Michigan
$78.2M
WAM
97
WNY Asset Management
New York
$77.4M
SM
98
Sensible Money
Arizona
$76.2M
Corient Private Wealth
99
Corient Private Wealth
Florida
$75.1M
MGWA
100
Monument Group Wealth Advisors
Massachusetts
$74.9M