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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
EK
1026
Evensky & Katz
Florida
$25K +$75 +2 +0.3%
BFO
1027
Biltmore Family Office
North Carolina
$24.3K
MWA
1028
Medallion Wealth Advisors
Connecticut
$21.1K
PAM
1029
Parvin Asset Management
South Dakota
$19.3K
MAM
1030
MMA Asset Management
Pennsylvania
$18.6K +$18K +483 New
WAS
1031
Winch Advisory Services
Wisconsin
$18.3K +$37 +1 +0.2%
KA
1032
Kozak & Associates
Colorado
$13.2K +$12.9K +347 New
CIAS
1033
Capital Investment Advisory Services
North Carolina
$11.9K -$299 -8 -3%
AIC
1034
Archer Investment Corporation
Indiana
$11.9K
SAS
1035
Spurstone Advisory Services
Connecticut
$9.72K
QC
1036
Quent Capital
New York
$9.6K +$9.29K +249 New
CWM
1037
Cranbrook Wealth Management
Michigan
$7.99K
RWA
1038
Redmont Wealth Advisors
Illinois
$6.52K
TTIC
1039
Tower Trust & Investment Company
Iowa
$5.82K +$5.63K +151 New
TWM
1040
Topsail Wealth Management
North Carolina
$3.86K
ETC
1041
Exchange Traded Concepts
Oklahoma
$3.7K -$812K -21,750 -100%
TLA
1042
Tanglewood Legacy Advisors
Texas
$1.93K
TC
1043
Truvestments Capital
Florida
$1.04K -$76.4K -2,046 -99%
OWP
1044
ORG Wealth Partners
Texas
$1K +$970 +26 New
TFGT
1045
TS Financial Group (TSFG)
Illinois
$1K
MNA
1046
Manning & Napier Advisors
New York
$926 +$896 +24 New
FM
1047
Family Management
New York
$116 +$112 +3 New
AAP
1048
Arax Advisory Partners
Colorado
-$10.8M -301,461 Closed
SWGC
1049
Summit Wealth Group (Colorado)
Colorado
-$3.46M -96,678 Closed
CAMV
1050
Concord Asset Management (Virginia)
Virginia
-$3.02M -84,146 Closed