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Dimensional US Core Equity 2 ETF

1,033 hedge funds and large institutions have $29.5B invested in Dimensional US Core Equity 2 ETF in 2025 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 404 increasing their positions, 340 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: 258254 (-4)

4.19% less ownership

Funds ownership: 81.38%77.2% (-4.2%)

48% less call options, than puts

Call options by funds: $401K | Put options by funds: $775K

Holders
1,033
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
254
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
PWMG
176
Private Wealth Management Group
New Jersey
$35.8M
CPCM
177
Cardinal Point Capital Management
Ontario, Canada
$35.7M
LRIA
178
Leonard Rickey Investment Advisors
Washington
$35.4M
VPF
179
Vantage Point Financial
Illinois
$35.3M
DPW
180
DiNuzzo Private Wealth
Pennsylvania
$34.9M
CPIG
181
Chicago Partners Investment Group
Illinois
$34.7M
GVAG
182
Great Valley Advisor Group
Delaware
$34.6M
SW
183
Schulz Wealth
Texas
$33.7M
BDWCC
184
B&D White Capital Company
Texas
$33.5M
LWM
185
Liberty Wealth Management
California
$32.6M
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$32.5M
MWM
187
Momentous Wealth Management
Washington
$32.4M
LFS
188
Lutz Financial Services
Nebraska
$32.3M
Truist Financial
189
Truist Financial
North Carolina
$32.3M
JWM
190
JP Wealth Management
South Carolina
$32M
BWM
191
BCO Wealth Management
New Mexico
$31.6M
PCM
192
Peirce Capital Management
Texas
$31.5M
CFA
193
Cahill Financial Advisors
Minnesota
$31.3M
HIA
194
HTG Investment Advisors
Connecticut
$31.2M
UB
195
UMB Bank
Missouri
$31.2M
MG
196
MilWealth Group
Wisconsin
$30.9M
BFS
197
Beacon Financial Strategies
North Carolina
$30.5M
SF
198
SageOak Financial
Oklahoma
$29.7M
BGWM
199
Bridge Generations Wealth Management
Florida
$29.5M
PFM
200
Phillips Financial Management
Indiana
$29.3M