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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 %
GWMIA
401
Global Wealth Management Investment Advisory
Florida
$266K
PFBT
402
Parkside Financial Bank & Trust
Missouri
$261K
EA
403
Ellsworth Advisors
Ohio
$258K -$1.04K -38 -0.4%
MAG
404
Mokosak Advisory Group
Iowa
$258K +$552 +20 +0.2%
MCM
405
Maple Capital Management
Vermont
$258K +$258K +9,362 New
BP
406
BBR Partners
New York
$255K -$2.13M -77,228 -89%
CA
407
Clearstead Advisors
Ohio
$254K
CF
408
Centaurus Financial
California
$248K
SPC
409
Sigma Planning Corp
Michigan
$245K -$50.4K -1,830 -17%
EFS
410
Essex Financial Services
Connecticut
$245K +$330 +12 +0.1%
BS
411
Boenning & Scattergood
Pennsylvania
$241K
FIA
412
Foundations Investment Advisors
Arizona
$235K +$376 +14 +0.2%
WA
413
Waddell & Associates
Tennessee
$233K
EK
414
Evensky & Katz
Florida
$231K -$107K -3,891 -32%
HBT
415
Hills Bank & Trust
Iowa
$230K
SFS
416
Summit Financial Strategies
Ohio
$228K
MJRIC
417
Mogy Joel R Investment Counsel
California
$224K
TCM
418
Tradewinds Capital Management
Washington
$220K -$24.2K -878 -10%
PMFA
419
Plante Moran Financial Advisors
Michigan
$219K +$469 +17 +0.2%
KP
420
Keel Point
Alabama
$216K -$17.9K -649 -8%
CTC
421
Central Trust Company
Missouri
$216K
SW
422
SlateStone Wealth
Florida
$209K
IFWM
423
Institute for Wealth Management
Colorado
$203K -$1.8K -65 -0.9%
CWM
424
Cahill Wealth Management
Michigan
$202K +$202K +7,348 New
HGWM
425
Horst & Graben Wealth Management
Oregon
$201K -$9.94K -361 -5%