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Dimensional US Core Equity 2 ETF

546 hedge funds and large institutions have $8.59B invested in Dimensional US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 184 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+87
Holders Change %
+18.95%
% of All Funds
9.23%
Holding in Top 10
115
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.56%
% of All Funds
1.94%
New
120
Increased
184
Reduced
131
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
401
WBH Advisory
Maryland
$390K
MSFS
402
Main Street Financial Solutions
Pennsylvania
$390K +$390K +16,744 New
FVWA
403
Foster Victor Wealth Advisors
South Carolina
$388K +$388K +16,477 New
SS
404
Simplicity Solutions
Minnesota
$385K
PFP
405
Pinnacle Financial Partners
Tennessee
$385K
Brown Advisory
406
Brown Advisory
Maryland
$382K +$382K +16,379 New
WA
407
Wealthstream Advisors
New York
$377K +$377K +16,174 New
FFA
408
First Foundation Advisors
California
$373K
JHCP
409
Jackson Hole Capital Partners
Oklahoma
$372K -$14.2K -611 -4%
SHGA
410
Sand Hill Global Advisors
California
$371K -$70K -3,002 -16%
FPS
411
Fieldpoint Private Securities
Connecticut
$369K +$369K +15,822 New
BIA
412
Bell Investment Advisors
California
$368K +$368K +15,776 New
S
413
Surevest
California
$367K +$367K +15,757 New
C
414
Certuity
Florida
$360K +$982 +42 +0.3%
RWA
415
Ropes Wealth Advisors
Massachusetts
$353K
CPO
416
Cerity Partners OCIO
New York
$346K
FWM
417
Fortress Wealth Management
California
$341K -$76.5K -3,280 -18%
TFA
418
Tranquilli Financial Advisor
New Jersey
$340K +$340K +14,582 New
WTA
419
Washington Trust Advisors
Massachusetts
$339K
SW
420
SVB Wealth
Massachusetts
$339K +$339K +14,534 New
LFG
421
Lockerman Financial Group
California
$334K
GCM
422
G2 Capital Management
Ohio
$334K
Natixis Advisors
423
Natixis Advisors
Massachusetts
$325K
KTC
424
Kistler-Tiffany Companies
Pennsylvania
$324K
FIA
425
Foundations Investment Advisors
Arizona
$322K +$116K +4,930 +56%