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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
AWM
976
Abound Wealth Management
Tennessee
$136K
FFO
977
Fortitude Family Office
Arizona
$129K
IRC
978
Investors Research Corp
Georgia
$121K
WPA
979
Wealth Preservation Advisors
Tennessee
$119K
GWSA
980
Global Wealth Strategies & Associates
Colorado
$116K
BBHC
981
Brown Brothers Harriman & Co
New York
$116K
GCM
982
Gables Capital Management
Florida
$116K
DFA
983
DHJJ Financial Advisors
Illinois
$110K
FMII
984
Farmers & Merchants Investments Inc
Nebraska
$102K
HIA
985
Harbor Investment Advisory
Maryland
$102K
Franklin Resources
986
Franklin Resources
California
$100K
MPWT
987
MassMutual Private Wealth & Trust
Connecticut
$93.4K
JFA
988
JNBA Financial Advisors
Minnesota
$91.1K
BL
989
BFSG LLC
California
$83.5K
Russell Investments Group
990
Russell Investments Group
United Kingdom
$82.2K
CWM
991
Copia Wealth Management
Oregon
$73.7K
HR
992
Howe & Rusling
New York
$73.6K
MCA
993
Maryland Capital Advisors
Maryland
$71.9K
AIA
994
Arcadia Investment Advisors
Idaho
$67K
HFS
995
Hughes Financial Services
Virginia
$60.5K
SN
996
Sittner & Nelson
Oregon
$57.7K
AA
997
Ancora Advisors
Ohio
$54K
SWM
998
Spire Wealth Management
Virginia
$46.9K
CFS
999
CGC Financial Services
Oregon
$41.3K
BFS
1000
Bare Financial Services
Pennsylvania
$38.8K