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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
PFM
201
Phillips Financial Management
Indiana
$29.3M
QHA
202
Quarry Hill Advisors
Minnesota
$29.2M
PAM
203
Pacific Asset Management
Washington
$29M
VCM
204
Versant Capital Management
Arizona
$28.8M
HSG
205
Helen Stephens Group
Texas
$28.7M
RFP
206
RCS Financial Planning
Maryland
$28.7M
NDWM
207
New Dimensions Wealth Management
Texas
$28.4M
BWA
208
Babb Wealth Advisors
Arizona
$28.4M
MG
209
Mather Group
Illinois
$28.3M
EWA
210
EverSource Wealth Advisors
Alabama
$28.3M
RSWM
211
Robertson Stephens Wealth Management
California
$28.2M
ACA
212
American Capital Advisory
Idaho
$27.7M
AFO
213
Aurelius Family Office
New Hampshire
$27.7M
EWM
214
Empirical Wealth Management
Washington
$27.6M
FFG
215
Fiduciary Financial Group
California
$27.5M
SFP
216
SwitchPoint Financial Planning
Utah
$27.1M
AF
217
Advisornet Financial
Minnesota
$27M
FIA
218
Foundations Investment Advisors
Arizona
$27M
LAMC
219
Longview Asset Management (California)
California
$26.6M
CFGA
220
Cambridge Financial Group (Arizona)
Arizona
$26.5M
AFG
221
ABLE Financial Group
Arizona
$26.1M
CCM
222
Cloud Capital Management
Washington
$25.9M
RCAG
223
Rehmann Capital Advisory Group
Michigan
$25.1M
FA
224
Financial Alternatives
California
$24.2M
SAI
225
Savvy Advisors Inc
New York
$23.7M