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Dimensional US Core Equity 2 ETF

1,037 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, 341 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: 259254 (-5)

4.18% less ownership

Funds ownership: 81.35%77.18% (-4.2%)

48% less call options, than puts

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

Holders
1,037
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
BL
1001
BFSG LLC
California
$83.5K
Russell Investments Group
1002
Russell Investments Group
United Kingdom
$82.2K
CWM
1003
Copia Wealth Management
Oregon
$73.7K
HR
1004
Howe & Rusling
New York
$73.6K
MCA
1005
Maryland Capital Advisors
Maryland
$71.9K
AIA
1006
Arcadia Investment Advisors
Idaho
$67K
HFS
1007
Hughes Financial Services
Virginia
$60.5K
SN
1008
Sittner & Nelson
Oregon
$57.7K
AA
1009
Ancora Advisors
Ohio
$54K
SWM
1010
Spire Wealth Management
Virginia
$46.9K
CFS
1011
CGC Financial Services
Oregon
$41.3K
BFS
1012
Bare Financial Services
Pennsylvania
$38.8K
TFG
1013
Team Financial Group
California
$37.6K
BTD
1014
BankPlus Trust Department
Mississippi
$32.2K
GJIA
1015
Glass Jacobson Investment Advisors
Maryland
$31.6K
TPBG
1016
Turning Point Benefit Group
Maryland
$30.9K
VWWMG
1017
Vermillion & White Wealth Management Group
Pennsylvania
$28.9K
TCOV
1018
Trust Company of Vermont
Vermont
$28.5K
EK
1019
Evensky & Katz
Florida
$25K
BFO
1020
Biltmore Family Office
North Carolina
$24.3K
PAM
1021
Parvin Asset Management
South Dakota
$19.3K
MAM
1022
MMA Asset Management
Pennsylvania
$18.6K
WAS
1023
Winch Advisory Services
Wisconsin
$18.3K
KA
1024
Kozak & Associates
Colorado
$13.2K
CIAS
1025
Capital Investment Advisory Services
North Carolina
$11.9K