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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
BAM
151
Bayshore Asset Management
Florida
$44.8M
CWM
152
Cherrydale Wealth Management
New Jersey
$44.8M
SCA
153
Strathmore Capital Advisors
North Carolina
$44.7M
AQR Capital Management
154
AQR Capital Management
Connecticut
$43.6M
DWS
155
Discipline Wealth Solutions
South Carolina
$43.3M
BWMG
156
Bannerman Wealth Management Group
Texas
$43.2M
NRWA
157
North Ridge Wealth Advisors
Oregon
$41.9M
EH
158
Equitable Holdings
New York
$41.9M
FWM
159
FMB Wealth Management
California
$41.7M
RLIM
160
Red Lighthouse Investment Management
New York
$41.7M
AHL
161
Abel Hall LLC
Louisiana
$39.9M
SIMC
162
Squire Investment Management Company
Utah
$39.7M
TWA
163
Trellis Wealth Advisors
California
$39.2M
VF
164
Vestment Financial
Minnesota
$39.1M
VFP
165
Vested Financial Planning
California
$37.6M
IA
166
IFG Advisory
Georgia
$37.5M
MML Investors Services
167
MML Investors Services
Massachusetts
$36.9M
PF
168
Parker Financial
Washington
$36.9M
DWM
169
Dopkins Wealth Management
New York
$36.5M
AWMNY
170
Arcadia Wealth Management (New York)
New York
$36.2M
MWA
171
Mills Wealth Advisors
Texas
$36M
WG
172
Watchman Group
Texas
$35.9M
PWMG
173
Private Wealth Management Group
New Jersey
$35.8M
CPCM
174
Cardinal Point Capital Management
Ontario, Canada
$35.7M
LRIA
175
Leonard Rickey Investment Advisors
Washington
$35.4M