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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
WG
176
Watchman Group
Texas
$35.9M
PWMG
177
Private Wealth Management Group
New Jersey
$35.8M
CPCM
178
Cardinal Point Capital Management
Ontario, Canada
$35.7M
LRIA
179
Leonard Rickey Investment Advisors
Washington
$35.4M
VPF
180
Vantage Point Financial
Illinois
$35.3M
DPW
181
DiNuzzo Private Wealth
Pennsylvania
$34.9M
CPIG
182
Chicago Partners Investment Group
Illinois
$34.7M
GVAG
183
Great Valley Advisor Group
Delaware
$34.6M
SW
184
Schulz Wealth
Texas
$33.7M
BDWCC
185
B&D White Capital Company
Texas
$33.5M
LWM
186
Liberty Wealth Management
California
$32.6M
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$32.5M
MWM
188
Momentous Wealth Management
Washington
$32.4M
LFS
189
Lutz Financial Services
Nebraska
$32.3M
Truist Financial
190
Truist Financial
North Carolina
$32.3M
JWM
191
JP Wealth Management
South Carolina
$32M
BWM
192
BCO Wealth Management
New Mexico
$31.6M
PCM
193
Peirce Capital Management
Texas
$31.5M
CFA
194
Cahill Financial Advisors
Minnesota
$31.3M
HIA
195
HTG Investment Advisors
Connecticut
$31.2M
UB
196
UMB Bank
Missouri
$31.2M
MG
197
MilWealth Group
Wisconsin
$30.9M
BFS
198
Beacon Financial Strategies
North Carolina
$30.5M
SF
199
SageOak Financial
Oklahoma
$29.7M
BGWM
200
Bridge Generations Wealth Management
Florida
$29.5M