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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
BIM
951
Bridges Investment Management
Nebraska
$231K
LWMT
952
Legacy Wealth Management (Tennessee)
Tennessee
$230K
AUB
953
Atlantic Union Bankshares
Virginia
$227K +$597 +16 +0.3%
TCM
954
Traynor Capital Management
Pennsylvania
$227K +$220K +5,885 New
BWA
955
BlueChip Wealth Advisors
Georgia
$224K
LKBC
956
L.K. Benson & Company
Maryland
$219K +$212K +5,670 New
ERWM
957
Elk River Wealth Management
Colorado
$218K
SSWM
958
Sheets Smith Wealth Management
North Carolina
$217K +$597 +16 +0.3%
WJA
959
Willis Johnson & Associates
Texas
$217K -$37 -1 -0%
BAM
960
Belpointe Asset Management
Nevada
$216K -$57K -1,527 -21%
HI
961
Harper Investing
California
$216K +$209K +5,595 New
TIM
962
Thompson Investment Management
Wisconsin
$215K
OA
963
Operose Advisors
Wisconsin
$214K
TC
964
Trilogy Capital
California
$213K +$206K +5,516 New
SSIM
965
Sheets Smith Investment Management
Texas
$212K +$206K +5,508 New
PAM
966
PVG Asset Management
Colorado
$212K +$206K +5,508 New
FPW
967
Flagship Private Wealth
Massachusetts
$212K +$205K +5,500 New
Group One Trading
968
Group One Trading
Illinois
$212K +$205K +5,500 New
LIM
969
Lathrop Investment Management
Arkansas
$212K +$205K +5,502 New
GB
970
Goepper Burkhardt
South Carolina
$210K -$8.96K -240 -4%
RIG
971
RiverFront Investment Group
Virginia
$210K +$203K +5,446 New
WDL
972
Well Done LLC
Michigan
$210K +$203K +5,437 New
AA
973
Alesco Advisors
New York
$209K +$203K +5,429 New
OCG
974
Opus Capital Group
Ohio
$208K +$201K +5,395 New
LSA
975
Lion Street Advisors
Texas
$207K -$1.03M -27,730 -79%