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 %
IHWM
376
Iron Horse Wealth Management
Iowa
$36K
MAM
377
Marquette Asset Management
Minnesota
$35K +$35K +1,306 New
SBL
378
Sargent Bickham Lagudis
Colorado
$32K
ACA
379
Atlas Capital Advisors
Wyoming
$26.1K +$26.1K +983 New
JFA
380
JNBA Financial Advisors
Minnesota
$23K
AWM
381
Accel Wealth Management
Iowa
$21K -$52.5K -1,961 -71%
MAM
382
Meeder Asset Management
Ohio
$21K
SSB
383
Sandy Spring Bank
Maryland
$14K +$53 +2 +0.4%
WWM
384
Wagner Wealth Management
South Carolina
$13K +$13K +453 New
Bank of America
385
Bank of America
North Carolina
$8K
CFA
386
Carroll Financial Associates
North Carolina
$8K +$8K +310 New
TFGT
387
TS Financial Group (TSFG)
Illinois
$1K +$1K +30 New
CFO
388
CVA Family Office
Colorado
-$10.9M -404,245 Closed
EWA
389
EP Wealth Advisors
California
-$5.82M -215,557 Closed
MAM
390
McCarthy Asset Management
California
-$5.2M -192,699 Closed
AIC
391
Ameritas Investment Company
Nebraska
-$2.19M -78,682 Closed
PCIA
392
Prime Capital Investment Advisors
Kansas
-$1.12M -41,559 Closed
CCM
393
Coldstream Capital Management
Washington
-$957K -35,485 Closed
ARC
394
Advisor Resource Council
Texas
-$837K -31,007 Closed
Goldman Sachs
395
Goldman Sachs
New York
-$745K -27,630 Closed
3LCM
396
3D/L Capital Management
Connecticut
-$687K -25,455 Closed
Jane Street
397
Jane Street
New York
-$403K -14,925 Closed
SIC
398
Samalin Investment Counsel
New York
-$397K -14,715 Closed
TC
399
TAP Consulting
Missouri
-$342K -12,689 Closed
EWA
400
Exencial Wealth Advisors
Oklahoma
-$308K -11,430 Closed