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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
TC
1051
TownSquare Capital
Utah
-$1.51M -42,116 Closed
EE
1052
EWG Elevate
California
-$1.41M -39,465 Closed
WSFS
1053
Wilmington Savings Fund Society
Delaware
-$553K -15,440 Closed
VBWMG
1054
Von Berge Wealth Management Group
California
-$355K -9,687 Closed
NI
1055
Natural Investments
California
-$307K -8,569 Closed
IA
1056
Inspire Advisors
Idaho
-$301K -8,405 Closed
SAM
1057
Strategy Asset Managers
California
-$255K -7,122 Closed
CPSAC
1058
Chas P. Smith & Associates (CPS)
Florida
-$249K -6,959 Closed
BOSSRA
1059
B.O.S.S. Retirement Advisors
Utah
-$239K -6,658 Closed
CGH
1060
Crossmark Global Holdings
Texas
-$224K -6,261 Closed
CAS
1061
Coppell Advisory Solutions
Texas
-$222K -6,229 Closed
SWP
1062
Sagespring Wealth Partners
Tennessee
-$200K -5,591 Closed
AWM
1063
Avondale Wealth Management
Texas
-$143K -4,000 Closed
SAM
1064
S.A. Mason
Michigan
-$29.7K -830 Closed
TCM
1065
Traub Capital Management
Massachusetts
-$25.3K -706 Closed
PSFG
1066
Park Square Financial Group
Georgia
-$24.6K -687 Closed
NCM
1067
Northwest Capital Management
Oregon
-$24.2K -675 Closed
WTFG
1068
Wood Tarver Financial Group
Idaho
-$19K -551 Closed