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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
HSG
201
Helen Stephens Group
Texas
$28.7M
RFP
202
RCS Financial Planning
Maryland
$28.7M
NDWM
203
New Dimensions Wealth Management
Texas
$28.4M
BWA
204
Babb Wealth Advisors
Arizona
$28.4M
MG
205
Mather Group
Illinois
$28.3M
EWA
206
EverSource Wealth Advisors
Alabama
$28.3M
RSWM
207
Robertson Stephens Wealth Management
California
$28.2M
ACA
208
American Capital Advisory
Idaho
$27.7M
AFO
209
Aurelius Family Office
New Hampshire
$27.7M
EWM
210
Empirical Wealth Management
Washington
$27.6M
FFG
211
Fiduciary Financial Group
California
$27.5M
SFP
212
SwitchPoint Financial Planning
Utah
$27.1M
AF
213
Advisornet Financial
Minnesota
$27M
FIA
214
Foundations Investment Advisors
Arizona
$27M
LAMC
215
Longview Asset Management (California)
California
$26.6M
CFGA
216
Cambridge Financial Group (Arizona)
Arizona
$26.5M
AFG
217
ABLE Financial Group
Arizona
$26.1M
CCM
218
Cloud Capital Management
Washington
$25.9M
RCAG
219
Rehmann Capital Advisory Group
Michigan
$25.1M
CAM
220
Cresset Asset Management
Illinois
$25M
FA
221
Financial Alternatives
California
$24.2M
SAI
222
Savvy Advisors Inc
New York
$23.7M
FH
223
Financial Harvest
Florida
$23.6M
HIGP
224
Hill Investment Group Partners
Missouri
$23.5M
FFA
225
Farther Finance Advisors
California
$23.4M