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Dimensional US Core Equity 2 ETF

546 hedge funds and large institutions have $8.59B invested in Dimensional US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 184 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+87
Holders Change %
+18.95%
% of All Funds
9.23%
Holding in Top 10
115
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.56%
% of All Funds
1.94%
New
120
Increased
184
Reduced
131
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ZIM
301
Zacks Investment Management
Illinois
$963K +$144K +6,183 +18%
CWM
302
Connecticut Wealth Management
Connecticut
$956K +$956K +41,050 New
KOMWMG
303
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$954K -$22.2K -951 -2%
FA
304
Fortis Advisors
Pennsylvania
$954K +$3.54K +152 +0.4%
WA
305
Wealth Architects
California
$953K -$80.6K -3,461 -8%
EFL
306
ERn Financial LLC
Wisconsin
$949K +$13.7K +587 +1%
AAS
307
Avantax Advisory Services
Texas
$948K -$6.43K -276 -0.7%
MIAS
308
Mason Investment Advisory Services
Virginia
$944K
BFS
309
Bard Financial Services
Connecticut
$917K
TNBTD
310
Trustmark National Bank Trust Department
Mississippi
$911K
SSW
311
Stone Summit Wealth
Florida
$898K +$90.7K +3,890 +11%
CC
312
Copperleaf Capital
North Carolina
$891K +$891K +38,256 New
AWS
313
Atria Wealth Solutions
New York
$864K +$43.7K +1,876 +5%
BFP
314
Brewster Financial Planning
New York
$857K
BCM
315
Brookstone Capital Management
Illinois
$825K +$825K +34,536 New
FI
316
Financial Insights
Washington
$823K +$823K +35,306 New
ECM
317
Evergreen Capital Management
Washington
$822K
ARC
318
Advisor Resource Council
Texas
$820K +$820K +35,203 New
Baird Financial Group
319
Baird Financial Group
Wisconsin
$803K +$12K +515 +2%
IWM
320
IHT Wealth Management
Illinois
$800K +$800K +34,326 New
BF
321
BOK Financial
Oklahoma
$792K -$5.43K -233 -0.7%
SF
322
Symphony Financial
Texas
$787K +$2.56K +109 +0.3%
AWA
323
Arete Wealth Advisors
Illinois
$756K +$4.19K +180 +0.6%
HWA
324
Heritage Wealth Advisors
Virginia
$755K
EW
325
Evoke Wealth
California
$749K