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Dimensional US Core Equity 2 ETF

682 hedge funds and large institutions have $15.9B invested in Dimensional US Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 293 increasing their positions, 188 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+17
Holders Change %
+2.56%
% of All Funds
10.87%
Holding in Top 10
164
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.46%
% of All Funds
2.61%
New
49
Increased
293
Reduced
188
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFC
251
Morris Financial Concepts
South Carolina
$5.47M -$47.4K -1,811 -0.9%
MAM
252
McCarthy Asset Management
California
$5.35M -$43.2K -1,649 -0.8%
MA
253
Mutual Advisors
Nebraska
$5.24M +$651K +24,858 +14%
BA
254
Bridgewater Advisors
New York
$5.23M -$17.9K -685 -0.3%
UWM
255
USAdvisors Wealth Management
Minnesota
$5.07M +$877K +33,461 +21%
PWA
256
Physician Wealth Advisors
Utah
$5.04M -$5.89K -224 -0.1%
GRP
257
Global Retirement Partners
California
$4.95M -$53.6K -2,073 -1%
NHC
258
Nicholas Hoffman & Company
Georgia
$4.83M -$26.1K -998 -0.5%
VCP
259
Vista Capital Partners
Oregon
$4.69M
MWM
260
Meridian Wealth Management
Kentucky
$4.64M -$26.9K -1,027 -0.6%
AWP
261
Abacus Wealth Partners
California
$4.62M -$28.6K -1,091 -0.6%
SFS
262
Sowell Financial Services
Arkansas
$4.58M -$125K -4,759 -3%
PA
263
PFG Advisors
Arizona
$4.53M +$169K +6,441 +4%
TIM
264
Tortoise Investment Management
New York
$4.51M +$94.6K +3,610 +2%
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$4.48M -$829K -31,649 -16%
FA
266
Fiducient Advisors
Illinois
$4.4M +$16.1K +616 +0.4%
AFS
267
Annapolis Financial Services
Maryland
$4.33M +$447K +17,050 +11%
BWA
268
BlueSky Wealth Advisors
North Carolina
$4.28M
NAS
269
Nicolet Advisory Services
Wisconsin
$4.26M -$5.69K -220 -0.1%
TC
270
TownSquare Capital
Utah
$4.18M +$1.9M +72,400 +83%
CC
271
Callan Capital
California
$4.11M -$6.81K -260 -0.2%
CSWM
272
Cassady Schiller Wealth Management
Ohio
$4.1M
WCWM
273
Willow Creek Wealth Management
California
$3.91M -$95.1K -3,628 -2%
RPCA
274
Running Point Capital Advisors
California
$3.89M
MGIA
275
Moneta Group Investment Advisors
Missouri
$3.88M -$58.4K -2,229 -1%