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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
Franklin Resources
1001
Franklin Resources
California
$100K
MPWT
1002
MassMutual Private Wealth & Trust
Connecticut
$93.4K
JFA
1003
JNBA Financial Advisors
Minnesota
$91.1K
NSG
1004
Nalls Sherbakoff Group
Tennessee
$85.8K
BL
1005
BFSG LLC
California
$83.5K
Russell Investments Group
1006
Russell Investments Group
United Kingdom
$82.2K
CWM
1007
Copia Wealth Management
Oregon
$73.7K
HR
1008
Howe & Rusling
New York
$73.6K
MCA
1009
Maryland Capital Advisors
Maryland
$71.9K
AIA
1010
Arcadia Investment Advisors
Idaho
$67K
HFS
1011
Hughes Financial Services
Virginia
$60.5K
SN
1012
Sittner & Nelson
Oregon
$57.7K
AA
1013
Ancora Advisors
Ohio
$54K
SWM
1014
Spire Wealth Management
Virginia
$46.9K
CFS
1015
CGC Financial Services
Oregon
$41.3K
BFS
1016
Bare Financial Services
Pennsylvania
$38.8K
TFG
1017
Team Financial Group
California
$37.6K
BTD
1018
BankPlus Trust Department
Mississippi
$32.2K
GJIA
1019
Glass Jacobson Investment Advisors
Maryland
$31.6K
TPBG
1020
Turning Point Benefit Group
Maryland
$30.9K
VWWMG
1021
Vermillion & White Wealth Management Group
Pennsylvania
$28.9K
TCOV
1022
Trust Company of Vermont
Vermont
$28.5K
EK
1023
Evensky & Katz
Florida
$25K
BFO
1024
Biltmore Family Office
North Carolina
$24.3K
PAM
1025
Parvin Asset Management
South Dakota
$19.3K