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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
MGWA
101
Monument Group Wealth Advisors
Massachusetts
$74.9M
BJL
102
Brighton Jones LLC
Washington
$74.4M
ALWM
103
Andrews Lucia Wealth Management
California
$71.6M
CCWA
104
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.1M
HWM
105
HB Wealth Management
Georgia
$70.9M
PWM
106
Parkshore Wealth Management
California
$70.7M
VW
107
Vance Wealth
California
$70.2M
BBNB
108
Baker Boyer National Bank
Washington
$69.8M
MWM
109
Mattern Wealth Management
Kansas
$69.5M
ODA
110
One Degree Advisors
California
$69M
MSWM
111
Master's Wealth Management
Pennsylvania
$68.1M
W
112
WorthPointe
California
$67.3M
JP Morgan Chase
113
JP Morgan Chase
New York
$66.9M
CC
114
Capstone Capital
Nevada
$66.4M
FMWA
115
Forvis Mazars Wealth Advisors
Missouri
$65.8M
THL
116
Tillman Hartley LLC
Colorado
$65.6M
SC
117
Shearwater Capital
Colorado
$65.3M
CWR
118
Chico Wealth RIA
California
$63.8M
Comerica Bank
119
Comerica Bank
Texas
$63M
SPWM
120
Straight Path Wealth Management
Michigan
$62.2M
EA
121
Efficient Advisors
Ohio
$61.8M
CCMI
122
Creative Capital Management Investments
California
$60.4M
PWM
123
Perigon Wealth Management
California
$60.3M
BCI
124
Brinker Capital Investments
Pennsylvania
$60.2M
CA
125
Claris Advisors
Missouri
$59.9M