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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
HNB
976
Huntington National Bank
Ohio
$207K
CA
977
CWC Advisors
Oregon
$206K +$200K +5,347 New
SFG
978
Sovereign Financial Group
Connecticut
$204K -$227K -6,096 -54%
OFS
979
Orrstown Financial Services
Pennsylvania
$204K +$197K +5,288 New
LCS
980
Levin Capital Strategies
New York
$202K +$196K +5,250 New
PCM
981
Permanent Capital Management
Illinois
$202K +$196K +5,250 New
RI
982
Ridgewood Investments
New Jersey
$201K
NMG
983
New Millennium Group
Utah
$201K -$336 -9 -0.2%
RF
984
Rossby Financial
Florida
$183K -$18.7K -502 -10%
TCA
985
Trifecta Capital Advisors
Illinois
$173K
GIM
986
Glenmede Investment Management
Pennsylvania
$169K
ME
987
McIlrath & Eck
Washington
$156K
RP
988
Rowlandmiller & Partners
Georgia
$150K
BF
989
BOK Financial
Oklahoma
$144K
RFG
990
REAP Financial Group
Texas
$142K +$410 +11 +0.3%
CBT
991
CoreFirst Bank & Trust
Kansas
$142K -$79.7K -2,136 -37%
PB
992
Pinnacle Bancorp
Nebraska
$139K
AWM
993
Abound Wealth Management
Tennessee
$136K +$88.9K +2,381 +210%
FFO
994
Fortitude Family Office
Arizona
$129K -$51.6K -1,383 -29%
KPP
995
Kings Path Partners
Texas
$126K -$59.9K -1,606 -33%
IRC
996
Investors Research Corp
Georgia
$121K
WPA
997
Wealth Preservation Advisors
Tennessee
$119K
GWSA
998
Global Wealth Strategies & Associates
Colorado
$116K -$6.31K -169 -5%
BBHC
999
Brown Brothers Harriman & Co
New York
$116K
GCM
1000
Gables Capital Management
Florida
$116K