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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 %
SRC
251
Sage Rhino Capital
California
$544K +$372 +14 +0.1%
DFA
252
DHJJ Financial Advisors
Illinois
$541K -$4.25K -160 -0.8%
WA
253
Wealth Architects
California
$520K +$520K +19,574 New
FWP
254
Falcon Wealth Planning
California
$519K +$519K +20,049 New
SWP
255
Stratos Wealth Partners
Ohio
$518K -$174K -6,536 -25%
ICG
256
InterOcean Capital Group
Tennessee
$514K
DWT
257
Dorsey & Whitney Trust
South Dakota
$508K +$508K +19,114 New
Susquehanna International Group
258
Susquehanna International Group
Pennsylvania
$506K +$506K +19,033 New
SS
259
Simplicity Solutions
Minnesota
$503K -$15.9K -598 -3%
SHGA
260
Sand Hill Global Advisors
California
$503K
Bank of New York Mellon
261
Bank of New York Mellon
New York
$500K -$293 -11 -0.1%
ISG
262
Investment Security Group
Colorado
$496K +$1.38K +52 +0.3%
GI
263
Gradient Investments
Minnesota
$494K +$494K +18,587 New
S
264
SignatureFD
Georgia
$487K
CA
265
Continuum Advisory
Idaho
$477K +$1.04K +39 +0.2%
Fisher Asset Management
266
Fisher Asset Management
Washington
$475K
JFGLC
267
Johnson Financial Group LLC (Colorado)
Colorado
$473K -$124K -4,664 -21%
SIM
268
Stratos Investment Management
Ohio
$466K +$466K +17,553 New
ARIS
269
Advanced Research Investment Solutions
California
$447K
PFP
270
Pinnacle Financial Partners
Tennessee
$443K
BRWA
271
B. Riley Wealth Advisors
Florida
$437K -$17.9K -673 -4%
FVWA
272
Foster Victor Wealth Advisors
South Carolina
$433K +$433K +16,313 New
DBT
273
Dubuque Bank & Trust
Iowa
$427K +$427K +16,083 New
FFA
274
First Foundation Advisors
California
$426K
JHCP
275
Jackson Hole Capital Partners
Oklahoma
$425K