DFAC icon

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 %
Lido Advisors
326
Lido Advisors
California
$257K -$38.5K -1,452 -13%
Kayne Anderson Rudnick Investment Management
327
Kayne Anderson Rudnick Investment Management
California
$256K
GWMIA
328
Global Wealth Management Investment Advisory
Florida
$256K
EA
329
Ellsworth Advisors
Ohio
$254K
TCM
330
Tradewinds Capital Management
Washington
$253K -$21.9K -825 -8%
MAG
331
Mokosak Advisory Group
Iowa
$247K +$692 +26 +0.3%
GCA
332
Gradient Capital Advisors
California
$247K +$42K +1,584 +20%
BP
333
BBR Partners
New York
$245K +$665 +25 +0.3%
TC
334
TownSquare Capital
Utah
$244K +$244K +9,178 New
RCS
335
Retirement Capital Strategies
California
$242K +$242K +9,094 New
CF
336
Centaurus Financial
California
$239K
EFS
337
Essex Financial Services
Connecticut
$236K +$399 +15 +0.2%
Citadel Advisors
338
Citadel Advisors
Florida
$236K +$236K +8,869 New
MFW
339
Mosaic Family Wealth
Missouri
$236K +$236K +8,882 New
KP
340
Keel Point
Alabama
$235K
FIA
341
Foundations Investment Advisors
Arizona
$234K
PMFA
342
Plante Moran Financial Advisors
Michigan
$234K +$639 +24 +0.3%
BS
343
Boenning & Scattergood
Pennsylvania
$233K -$3.79K -143 -2%
GWSG
344
GPS Wealth Strategies Group
Colorado
$231K +$52.6K +1,980 +29%
WA
345
Waddell & Associates
Tennessee
$229K
BIM
346
Bridges Investment Management
Nebraska
$224K
EIA
347
Eldridge Investment Advisors
New Hampshire
$224K +$224K +8,433 New
HBT
348
Hills Bank & Trust
Iowa
$222K +$222K +8,345 New
SFS
349
Summit Financial Strategies
Ohio
$217K
MJRIC
350
Mogy Joel R Investment Counsel
California
$216K