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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
PWM
151
PBMares Wealth Management
Virginia
$45.3M
VAG
152
Vannoy Advisory Group
Texas
$45.2M
RK
153
Rather & Kittrell
Tennessee
$45.2M
DAS
154
Dynamic Advisor Solutions
Arizona
$45.1M
BAM
155
Bayshore Asset Management
Florida
$44.8M
CWM
156
Cherrydale Wealth Management
New Jersey
$44.8M
SCA
157
Strathmore Capital Advisors
North Carolina
$44.7M
AQR Capital Management
158
AQR Capital Management
Connecticut
$43.6M
DWS
159
Discipline Wealth Solutions
South Carolina
$43.3M
BWMG
160
Bannerman Wealth Management Group
Texas
$43.2M
NRWA
161
North Ridge Wealth Advisors
Oregon
$41.9M
EH
162
Equitable Holdings
New York
$41.9M
FWM
163
FMB Wealth Management
California
$41.7M
RLIM
164
Red Lighthouse Investment Management
New York
$41.7M
AHL
165
Abel Hall LLC
Louisiana
$39.9M
SIMC
166
Squire Investment Management Company
Utah
$39.7M
TWA
167
Trellis Wealth Advisors
California
$39.2M
VF
168
Vestment Financial
Minnesota
$39.1M
VFP
169
Vested Financial Planning
California
$37.6M
IA
170
IFG Advisory
Georgia
$37.5M
MML Investors Services
171
MML Investors Services
Massachusetts
$36.9M
PF
172
Parker Financial
Washington
$36.9M
DWM
173
Dopkins Wealth Management
New York
$36.5M
AWMNY
174
Arcadia Wealth Management (New York)
New York
$36.2M
MWA
175
Mills Wealth Advisors
Texas
$36M