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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 %
Bessemer Group
376
Bessemer Group
New Jersey
$321K +$321K +11,631 New
Renaissance Technologies
377
Renaissance Technologies
New York
$317K +$317K +11,500 New
RIA
378
Regal Investment Advisors
Michigan
$316K
WT
379
Washington Trust
Rhode Island
$315K
MFT
380
Moisand Fitzgerald Tamayo
Florida
$313K -$23.5K -851 -7%
EWA
381
Exencial Wealth Advisors
Oklahoma
$311K +$524 +19 +0.2%
ASI
382
Advisory Services & Investments
Oregon
$308K +$308K +11,150 New
PCA
383
Personal Capital Advisors
California
$307K -$43.7K -1,583 -12%
ACM
384
Advisors Capital Management
New Jersey
$306K
GD
385
Grandfield & Dodd
New York
$300K -$27.1K -998 -8%
GEA
386
Glen Eagle Advisors
New Jersey
$296K +$662 +24 +0.2%
LA
387
Latitude Advisors
Florida
$294K +$98K +3,555 +50%
TW
388
Transform Wealth
Colorado
$293K -$30.9K -1,119 -10%
TC
389
Titleist Capital
Texas
$289K
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$287K
WTC
391
WhitTier Trust Company
Nevada
$284K
KPW
392
Kore Private Wealth
New York
$284K
EWM
393
Evercore Wealth Management
New York
$281K
MAM
394
Marotta Asset Management
Virginia
$281K
GCA
395
Gradient Capital Advisors
California
$280K +$3.22K +117 +1%
ERWM
396
Elk River Wealth Management
Colorado
$279K +$279K +10,126 New
HFS
397
Horizon Financial Services
North Carolina
$277K
FWM
398
Frontier Wealth Management
Missouri
$273K
HTC
399
Haverford Trust Company
Pennsylvania
$268K
GWMIA
400
Global Wealth Management Investment Advisory
Florida
$266K