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Dimensional US Core Equity 2 ETF

386 hedge funds and large institutions have $5.64B invested in Dimensional US Core Equity 2 ETF in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+33
Holders Change %
+9.35%
% of All Funds
6.78%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.88%
New
61
Increased
122
Reduced
105
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KA
226
Kovack Advisors
Florida
$739K -$5.1K -192 -0.7%
DJSG
227
D.J. St. Germain
Massachusetts
$736K
JIC
228
Johnson Investment Counsel
Ohio
$733K +$239 +9 +0%
SWM
229
Sanctuary Wealth Management
Idaho
$725K +$65.5K +2,465 +10%
Thrivent Financial for Lutherans
230
Thrivent Financial for Lutherans
Minnesota
$720K
H
231
HoyleCohen
California
$706K +$239 +9 +0%
WT
232
Washington Trust
Rhode Island
$689K +$303K +11,417 +78%
CFS
233
CRA Financial Services
New Jersey
$669K -$27 -1 -0%
RPSA
234
Richard P. Slaughter Associates
Texas
$669K
IWM
235
IHT Wealth Management
Illinois
$668K -$126K -4,751 -16%
CAI
236
Capital Advisors Inc
Oklahoma
$645K -$114K -4,283 -15%
SRSA
237
S.R. Schill & Associates
Washington
$623K +$623K +23,444 New
VWA
238
Visionary Wealth Advisors
Illinois
$609K +$585 +22 +0.1%
VWA
239
V Wealth Advisors
Kansas
$608K +$611 +23 +0.1%
PIFP
240
Partners in Financial Planning
Virginia
$603K -$600K -22,572 -50%
MPAM
241
Murphy Pohlad Asset Management
Minnesota
$597K
W
242
WealthOne
New York
$595K -$1.06K -40 -0.2%
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$572K -$319K -12,010 -36%
BTW
244
Boston Trust Walden
Massachusetts
$572K -$37.2K -1,400 -6%
CBFP
245
Cedar Brook Financial Partners
Ohio
$562K -$34.8K -1,308 -6%
IAIM
246
International Assets Investment Management
Florida
$554K +$103K +3,907 +23%
Luther King Capital Management (LKCM)
247
Luther King Capital Management (LKCM)
Texas
$553K -$562K
PCA
248
Providence Capital Advisors
North Carolina
$553K
FAT
249
First American Trust
California
$545K -$9.56K -360 -2%
PCA
250
Personal Capital Advisors
California
$544K -$35.2K -1,323 -6%