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Dimensional US Core Equity 2 ETF

646 hedge funds and large institutions have $15.7B invested in Dimensional US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 289 increasing their positions, 160 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+32
Holders Change %
+5.21%
% of All Funds
10.34%
Holding in Top 10
159
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.25%
% of All Funds
2.54%
New
66
Increased
289
Reduced
160
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
351
Pioneer Wealth Management Group
Texas
$1.21M -$75.7K -2,971 -6%
KPWS
352
Kestra Private Wealth Services
Texas
$1.21M
LA
353
Lifeworks Advisors
Michigan
$1.18M +$1.18M +46,490 New
BP
354
Ballentine Partners
Massachusetts
$1.18M
WS
355
Wedbush Securities
California
$1.18M +$54.5K +2,140 +5%
Northern Trust
356
Northern Trust
Illinois
$1.16M -$59.8K -2,346 -5%
CPWMP
357
Cardinal Point Wealth Management Partners
California
$1.14M
CPCM
358
Cardinal Point Capital Management
Ontario, Canada
$1.14M
AWS
359
Atria Wealth Solutions
New York
$1.13M -$13.3K -520 -1%
CMP
360
Coston McIsaac & Partners
Maine
$1.13M -$2.16K -85 -0.2%
CCWM
361
Cassaday & Co Wealth Management
Virginia
$1.11M
IC
362
IEQ Capital
California
$1.1M +$2.62K +103 +0.2%
BFS
363
Bard Financial Services
Connecticut
$1.07M
SAM
364
Silvercrest Asset Management
New York
$1.06M
FMC
365
First Merchants Corp
Indiana
$1.05M -$150K -5,895 -13%
FA
366
Fortis Advisors
Pennsylvania
$1.05M +$2.52K +99 +0.2%
Wells Fargo
367
Wells Fargo
California
$1.05M -$210K -8,240 -17%
CCM
368
Coldstream Capital Management
Washington
$1.05M
CWM
369
Connecticut Wealth Management
Connecticut
$1.05M
MFG
370
Mendota Financial Group
Wisconsin
$1.05M -$549K -19,907 -34%
OSAM
371
O'Shaughnessy Asset Management
Connecticut
$1.04M +$26.6K +1,042 +3%
GTAM
372
Global Trust Asset Management
Florida
$1.03M +$12.9K +505 +1%
PMG
373
ProVise Management Group
Florida
$1M -$12K -471 -1%
TNBTD
374
Trustmark National Bank Trust Department
Mississippi
$997K
CAM
375
Cresset Asset Management
Illinois
$994K