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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 %
VPIM
326
Vanguard Personalized Indexing Management
California
$737K
UWM
327
USAdvisors Wealth Management
Minnesota
$734K +$13.2K +565 +2%
CFO
328
Collective Family Office
Pennsylvania
$732K
RA
329
Rise Advisors
New York
$732K +$2.75K +118 +0.4%
SMA
330
Sage Mountain Advisors
Georgia
$727K
QFA
331
Quantum Financial Advisors
California
$718K +$718K +27,771 New
FSWA
332
Financial Synergies Wealth Advisors
Texas
$715K +$715K +30,700 New
PWLP
333
Prio Wealth Limited Partnership
Massachusetts
$714K
TP
334
Tranquility Partners
Tennessee
$710K +$242K +10,363 +52%
BFA
335
Beacon Financial Advisory
Ohio
$704K +$704K +30,235 New
PIA
336
Perennial Investment Advisors
California
$694K +$694K +29,783 New
AG
337
Ascent Group
Virginia
$692K +$28.8K +1,134 +4%
HIG
338
Heritage Investment Group
Florida
$688K +$56.5K +2,425 +9%
MPW
339
Monterey Private Wealth
California
$663K +$1.26K +54 +0.2%
PIFP
340
Partners in Financial Planning
Virginia
$652K +$1.03K +41 +0.2%
BMD
341
Better Money Decisions
New Mexico
$646K +$80.9K +3,471 +14%
RF
342
Resolute Financial
Massachusetts
$646K +$646K +27,732 New
DJSG
343
D.J. St. Germain
Massachusetts
$645K
NWMG
344
National Wealth Management Group
Ohio
$642K -$5.27K -226 -0.8%
JIC
345
Johnson Investment Counsel
Ohio
$642K -$1.31K -56 -0.2%
GTAM
346
Global Trust Asset Management
Florida
$637K +$637K +27,338 +273,380%
FFS
347
Founders Financial Securities
Maryland
$636K -$17.6K -754 -3%
ICG
348
InterOcean Capital Group
Tennessee
$632K -$64.3K -2,762 -9%
H
349
HoyleCohen
California
$620K +$256 +11 +0%
NP
350
NorthRock Partners
Minnesota
$603K