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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
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.36B
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$1.64B
FFM
3
Forum Financial Management
Illinois
$1.54B
LPL Financial
4
LPL Financial
California
$675M
AC
5
Apella Capital
Connecticut
$515M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$495M
FPAS
7
Focus Partners Advisor Solutions
Missouri
$431M
RWM
8
Rockwood Wealth Management
Pennsylvania
$425M
PL
9
Plancorp LLC
Missouri
$409M
SIC
10
SJS Investment Consulting
Ohio
$347M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$333M
GWA
12
Geometric Wealth Advisors
District of Columbia
$328M
SC
13
Savant Capital
Illinois
$323M
WANY
14
Wealthspire Advisors (New York)
New York
$296M
GA
15
Greenspring Advisors
Maryland
$293M
MWA
16
Monograph Wealth Advisors
California
$254M
HighTower Advisors
17
HighTower Advisors
Illinois
$229M
BPA
18
Beacon Pointe Advisors
California
$217M
CFA
19
Capstone Financial Advisors
Illinois
$208M
WA
20
Wealthstream Advisors
New York
$196M
MWM
21
Modera Wealth Management
New Jersey
$193M
Bank of America
22
Bank of America
North Carolina
$191M
JTWM
23
Jackson Thornton Wealth Management
Alabama
$188M
GM
24
GeoWealth Management
Illinois
$182M
AC
25
AWM Capital
Arizona
$181M