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Dimensional US Core Equity 2 ETF

1,025 hedge funds and large institutions have $29B invested in Dimensional US Core Equity 2 ETF in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 402 increasing their positions, 336 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 258251 (-7)

5.29% less ownership

Funds ownership: 81.38%76.09% (-5.3%)

48% less call options, than puts

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

Holders
1,025
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
251
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
CCWA
101
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.1M
HWM
102
HB Wealth Management
Georgia
$70.9M
PWM
103
Parkshore Wealth Management
California
$70.7M
VW
104
Vance Wealth
California
$70.2M
BBNB
105
Baker Boyer National Bank
Washington
$69.8M
MWM
106
Mattern Wealth Management
Kansas
$69.5M
ODA
107
One Degree Advisors
California
$69M
MSWM
108
Master's Wealth Management
Pennsylvania
$68.1M
W
109
WorthPointe
California
$67.3M
JP Morgan Chase
110
JP Morgan Chase
New York
$66.9M
CC
111
Capstone Capital
Nevada
$66.4M
FMWA
112
Forvis Mazars Wealth Advisors
Missouri
$65.8M
THL
113
Tillman Hartley LLC
Colorado
$65.6M
SC
114
Shearwater Capital
Colorado
$65.3M
CWR
115
Chico Wealth RIA
California
$63.8M
Comerica Bank
116
Comerica Bank
Texas
$63M
SPWM
117
Straight Path Wealth Management
Michigan
$62.2M
EA
118
Efficient Advisors
Ohio
$61.8M
CCMI
119
Creative Capital Management Investments
California
$60.4M
PWM
120
Perigon Wealth Management
California
$60.3M
BCI
121
Brinker Capital Investments
Pennsylvania
$60.2M
CA
122
Claris Advisors
Missouri
$59.9M
BCA
123
Ballentine Capital Advisors
South Carolina
$58.7M
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$58.6M
GWS
125
Glassman Wealth Services
Virginia
$58.1M