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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 %
PWM
351
PRW Wealth Management
Massachusetts
$383K +$855 +31 +0.2%
ZF
352
Zhang Financial
Michigan
$377K -$6.54M -236,939 -95%
AIA
353
Arbor Investment Advisors
North Carolina
$376K
AA
354
Advisory Alpha
Michigan
$376K +$193 +7 +0.1%
DWP
355
Destiny Wealth Partners
Florida
$368K
BCWM
356
Bartlett & Co Wealth Management
Ohio
$365K
BC
357
Bartlett & Co
Ohio
$365K
IF
358
Intrua Financial
Texas
$363K
SBH
359
Segall Bryant & Hamill
Illinois
$360K
VA
360
Valmark Advisers
Ohio
$357K -$38.6K -1,400 -10%
ACA
361
Aptus Capital Advisors
Alabama
$355K +$355K +12,863 New
BRWA
362
B. Riley Wealth Advisors
Florida
$351K -$28.9K -1,047 -8%
KWS
363
Keystone Wealth Services
California
$350K
Kovitz Investment Group Partners
364
Kovitz Investment Group Partners
Illinois
$349K +$349K +12,646 New
SFG
365
Sage Financial Group
Pennsylvania
$346K
Fisher Asset Management
366
Fisher Asset Management
Washington
$343K -$222K -8,068 -39%
JFGLC
367
Johnson Financial Group LLC (Colorado)
Colorado
$343K -$148K -5,368 -30%
TC
368
TownSquare Capital
Utah
$339K +$552 +20 +0.2%
CIC
369
Cutler Investment Counsel
Oregon
$338K
ERIM
370
Eagle Ridge Investment Management
Connecticut
$337K
RTC
371
Riverview Trust Company
Washington
$335K
VF
372
Vista Finance
Missouri
$334K +$745 +27 +0.2%
CL
373
Choreo LLC
Illinois
$332K -$7.03K -255 -2%
Luther King Capital Management (LKCM)
374
Luther King Capital Management (LKCM)
Texas
$326K -$907K
GT
375
Glenmede Trust
Pennsylvania
$324K -$15.3K -555 -5%