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Dimensional US Core Equity 2 ETF

459 hedge funds and large institutions have $8.78B invested in Dimensional US Core Equity 2 ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 113 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
-45
Holders Change %
-8.93%
% of All Funds
7.26%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.54%
New
46
Increased
187
Reduced
113
Closed
85
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
326
Phillips Financial Management
Indiana
$511K +$511K +18,515 New
PCA
327
Providence Capital Advisors
North Carolina
$510K
S
328
SignatureFD
Georgia
$506K
FWM
329
Fortress Wealth Management
California
$494K +$110 +4 +0%
RCG
330
Resource Consulting Group
Florida
$490K
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$487K -$312K -11,292 -39%
ARIS
332
Advanced Research Investment Solutions
California
$464K
CA
333
Continuum Advisory
Idaho
$459K +$788 +31 +0.2%
JHCP
334
Jackson Hole Capital Partners
Oklahoma
$457K +$16.8K +611 +4%
SS
335
Simplicity Solutions
Minnesota
$456K +$456K +16,523 New
PFP
336
Pinnacle Financial Partners
Tennessee
$455K
MCC
337
Money Concepts Capital
Florida
$453K +$453K +16,424 New
FFA
338
First Foundation Advisors
California
$442K
Morgan Stanley
339
Morgan Stanley
New York
$437K +$406K +14,723 +1,326%
SWM
340
Shakespeare Wealth Management
Wisconsin
$436K +$436K +15,710 New
WA
341
WBH Advisory
Maryland
$434K +$434K +16,478 New
C
342
Certuity
Florida
$425K +$110K +3,980 +35%
IGWM
343
ICA Group Wealth Management
Colorado
$420K +$420K +16,333 New
RWA
344
Ropes Wealth Advisors
Massachusetts
$418K
CPO
345
Cerity Partners OCIO
New York
$409K +$409K +14,834 New
WTA
346
Washington Trust Advisors
Massachusetts
$401K
LFG
347
Lockerman Financial Group
California
$396K -$4.26K -154 -1%
GCM
348
G2 Capital Management
Ohio
$395K -$130K -4,696 -25%
Natixis Advisors
349
Natixis Advisors
Massachusetts
$385K
KTC
350
Kistler-Tiffany Companies
Pennsylvania
$384K