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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
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$58M
CPA
127
Capital Performance Advisors
California
$57.8M
MPW
128
MASECO Private Wealth
$57.2M
Two Sigma Investments
129
Two Sigma Investments
New York
$56.5M
GFA
130
Grunden Financial Advisory
Texas
$54.6M
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$53.9M
TWD
132
True Wealth Design
Ohio
$53.4M
UBS Group
133
UBS Group
Switzerland
$53.4M
MCM
134
Morton Capital Management
California
$52.4M
PMIM
135
Prudent Man Investment Management
Colorado
$51.8M
AC
136
Applied Capital
Arkansas
$51.2M
TCOTS
137
Trust Company of the South
North Carolina
$50.6M
PCM
138
Passive Capital Management
Maryland
$50.2M
ACM
139
Aspen Capital Management
Idaho
$50.1M
WAN
140
Wealth Advisors Northwest
Oregon
$49.2M
NWM
141
Northwest Wealth Management
Iowa
$49.1M
LFA
142
Lauterbach Financial Advisors
Texas
$48.7M
CPWM
143
Cypress Point Wealth Management
Texas
$48.7M
RCI
144
RS Crum Inc
California
$48.4M
MHB
145
Midwest Heritage Bank
Iowa
$47.8M
C1AG
146
Client 1st Advisory Group
Florida
$45.9M
PWM
147
PBMares Wealth Management
Virginia
$45.3M
VAG
148
Vannoy Advisory Group
Texas
$45.2M
RK
149
Rather & Kittrell
Tennessee
$45.2M
DAS
150
Dynamic Advisor Solutions
Arizona
$45.1M