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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
VPF
176
Vantage Point Financial
Illinois
$35.3M
DPW
177
DiNuzzo Private Wealth
Pennsylvania
$34.9M
CPIG
178
Chicago Partners Investment Group
Illinois
$34.7M
GVAG
179
Great Valley Advisor Group
Delaware
$34.6M
SW
180
Schulz Wealth
Texas
$33.7M
BDWCC
181
B&D White Capital Company
Texas
$33.5M
LWM
182
Liberty Wealth Management
California
$32.6M
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$32.5M
MWM
184
Momentous Wealth Management
Washington
$32.4M
LFS
185
Lutz Financial Services
Nebraska
$32.3M
Truist Financial
186
Truist Financial
North Carolina
$32.3M
JWM
187
JP Wealth Management
South Carolina
$32M
BWM
188
BCO Wealth Management
New Mexico
$31.6M
PCM
189
Peirce Capital Management
Texas
$31.5M
CFA
190
Cahill Financial Advisors
Minnesota
$31.3M
HIA
191
HTG Investment Advisors
Connecticut
$31.2M
UB
192
UMB Bank
Missouri
$31.2M
MG
193
MilWealth Group
Wisconsin
$30.9M
BFS
194
Beacon Financial Strategies
North Carolina
$30.5M
SF
195
SageOak Financial
Oklahoma
$29.7M
BGWM
196
Bridge Generations Wealth Management
Florida
$29.5M
PFM
197
Phillips Financial Management
Indiana
$29.3M
QHA
198
Quarry Hill Advisors
Minnesota
$29.2M
PAM
199
Pacific Asset Management
Washington
$29M
VCM
200
Versant Capital Management
Arizona
$28.8M