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Dimensional US Core Equity 2 ETF

1,045 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 65 funds opening new positions, 406 increasing their positions, 344 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 22

18% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 344

2% more funds holding

Funds holding: 1,0251,045 (+20)

4% more capital invested

Capital invested by funds: $28.4B → $29.6B (+$1.19B)

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
1,045
Holders Change
+20
Holders Change %
+1.95%
% of All Funds
13.72%
Holding in Top 10
255
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.92%
% of All Funds
3.35%
New
65
Increased
406
Reduced
344
Closed
22
Calls
$401K
Puts
$775K
Net Calls
-$374K
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.36B +$174M +4,669,622 +8%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$1.64B +$58M +1,553,996 +4%
FFM
3
Forum Financial Management
Illinois
$1.54B +$42.6M +1,142,049 +3%
LPL Financial
4
LPL Financial
California
$675M +$2.37M +63,605 +0.4%
AC
5
Apella Capital
Connecticut
$515M +$27.6M +738,940 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$495M -$1.57B -41,987,313 -77%
FPAS
7
Focus Partners Advisor Solutions
Missouri
$431M -$164M -4,396,305 -28%
RWM
8
Rockwood Wealth Management
Pennsylvania
$425M +$13.4M +359,737 +3%
PL
9
Plancorp LLC
Missouri
$409M -$5.17M -138,531 -1%
SIC
10
SJS Investment Consulting
Ohio
$347M +$2.43M +65,103 +0.7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$333M -$3.76M -100,625 -1%
GWA
12
Geometric Wealth Advisors
District of Columbia
$328M +$17.5M +467,629 +6%
WANY
13
Wealthspire Advisors (New York)
New York
$296M -$6.97M -186,850 -2%
GA
14
Greenspring Advisors
Maryland
$293M +$284M +7,605,462 New
SC
15
Savant Capital
Illinois
$285M +$5.67M +152,025 +2%
MWA
16
Monograph Wealth Advisors
California
$254M +$6.87M +184,004 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
$229M -$3.89M -104,125 -2%
AF
18
Allworth Financial
California
$225M +$10.6M +284,482 +5%
BPA
19
Beacon Pointe Advisors
California
$217M +$169M +4,520,854 +411%
CFA
20
Capstone Financial Advisors
Illinois
$208M +$913K +24,456 +0.5%
WA
21
Wealthstream Advisors
New York
$196M +$4.48M +119,969 +2%
MWM
22
Modera Wealth Management
New Jersey
$193M -$2.92M -78,223 -2%
Bank of America
23
Bank of America
North Carolina
$191M +$4.74M +127,078 +3%
JTWM
24
Jackson Thornton Wealth Management
Alabama
$188M -$3.98M -106,625 -2%
GM
25
GeoWealth Management
Illinois
$182M -$3.17M -84,955 -2%