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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 %
ERIM
301
Eagle Ridge Investment Management
Connecticut
$325K
RTC
302
Riverview Trust Company
Washington
$322K
GD
303
Grandfield & Dodd
New York
$320K
SWM
304
Southern Wealth Management
Texas
$318K
DT
305
Daniels + Tansey
Delaware
$316K
TW
306
Transform Wealth
Colorado
$312K
MFT
307
Moisand Fitzgerald Tamayo
Florida
$308K +$30.7K +1,155 +11%
CA
308
Cetera Advisors
Colorado
$308K +$51.1K +1,923 +20%
RIA
309
Regal Investment Advisors
Michigan
$305K
C
310
Certuity
Florida
$301K +$301K +11,332 New
ACM
311
Advisors Capital Management
New Jersey
$295K +$295K +11,111 New
SPC
312
Sigma Planning Corp
Michigan
$285K
GEA
313
Glen Eagle Advisors
New Jersey
$284K +$797 +30 +0.3%
OSAM
314
O'Shaughnessy Asset Management
Connecticut
$281K
AC
315
Arjuna Capital
North Carolina
$277K +$277K +10,435 New
IF
316
Ironwood Financial
Arizona
$275K
WTC
317
WhitTier Trust Company
Nevada
$274K
KPW
318
Kore Private Wealth
New York
$274K
AWM
319
Arbor Wealth Management
Florida
$272K
EWM
320
Evercore Wealth Management
New York
$271K
MAM
321
Marotta Asset Management
Virginia
$270K +$270K +10,179 New
FWM
322
Frontier Wealth Management
Missouri
$270K
Kovitz Investment Group Partners
323
Kovitz Investment Group Partners
Illinois
$266K
HFS
324
Horizon Financial Services
North Carolina
$266K +$266K +10,028 New
HTC
325
Haverford Trust Company
Pennsylvania
$258K