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Dimensional US Core Equity 2 ETF

1,033 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, 340 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: 258254 (-4)

4.19% less ownership

Funds ownership: 81.38%77.2% (-4.2%)

48% less call options, than puts

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

Holders
1,033
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
BJL
101
Brighton Jones LLC
Washington
$74.4M
ALWM
102
Andrews Lucia Wealth Management
California
$71.6M
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.1M
HWM
104
HB Wealth Management
Georgia
$70.9M
PWM
105
Parkshore Wealth Management
California
$70.7M
VW
106
Vance Wealth
California
$70.2M
BBNB
107
Baker Boyer National Bank
Washington
$69.8M
MWM
108
Mattern Wealth Management
Kansas
$69.5M
ODA
109
One Degree Advisors
California
$69M
MSWM
110
Master's Wealth Management
Pennsylvania
$68.1M
W
111
WorthPointe
California
$67.3M
JP Morgan Chase
112
JP Morgan Chase
New York
$66.9M
CC
113
Capstone Capital
Nevada
$66.4M
FMWA
114
Forvis Mazars Wealth Advisors
Missouri
$65.8M
THL
115
Tillman Hartley LLC
Colorado
$65.6M
SC
116
Shearwater Capital
Colorado
$65.3M
CWR
117
Chico Wealth RIA
California
$63.8M
Comerica Bank
118
Comerica Bank
Texas
$63M
SPWM
119
Straight Path Wealth Management
Michigan
$62.2M
EA
120
Efficient Advisors
Ohio
$61.8M
CCMI
121
Creative Capital Management Investments
California
$60.4M
PWM
122
Perigon Wealth Management
California
$60.3M
BCI
123
Brinker Capital Investments
Pennsylvania
$60.2M
CA
124
Claris Advisors
Missouri
$59.9M
FS
125
Financial Symmetry
North Carolina
$58.7M