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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 %
KWM
401
Kingsview Wealth Management
Oregon
$781K -$54.8K -2,150 -7%
PWLP
402
Prio Wealth Limited Partnership
Massachusetts
$781K
QCIG
403
Quad-Cities Investment Group
Iowa
$772K +$561K +22,006 +265%
FWA
404
FSM Wealth Advisors
Ohio
$770K
CSB
405
City State Bank
Iowa
$764K +$87.5K +3,430 +13%
EFL
406
ERn Financial LLC
Wisconsin
$759K -$75.4K -2,961 -9%
WWP
407
WR Wealth Planners
Missouri
$746K -$4.88M -191,498 -87%
SWM
408
Shakespeare Wealth Management
Wisconsin
$728K +$91.5K +3,592 +14%
PIA
409
Perennial Investment Advisors
California
$723K -$5.07K -199 -0.7%
HCM
410
Hutchinson Capital Management
California
$723K +$272K +10,692 +61%
SFS
411
Security Financial Services
Indiana
$722K -$565K -22,174 -44%
Susquehanna International Group
412
Susquehanna International Group
Pennsylvania
$722K +$131K +5,150 +22%
MPW
413
Monterey Private Wealth
California
$719K -$9.1K -357 -1%
EW
414
Evoke Wealth
California
$711K -$20.1K -790 -3%
NP
415
NorthRock Partners
Minnesota
$710K
BMD
416
Better Money Decisions
New Mexico
$708K +$1.53K +60 +0.2%
QFA
417
Quantum Financial Advisors
California
$708K
NWMG
418
National Wealth Management Group
Ohio
$697K +$403 +16 +0.1%
HIP
419
HUB Investment Partners
Texas
$694K -$10.1K -395 -1%
TA
420
TFB Advisors
Kansas
$694K -$147K -5,782 -18%
ICG
421
InterOcean Capital Group
Tennessee
$692K
CI
422
CX Institutional
Indiana
$688K +$109K +4,267 +19%
OC
423
Oakworth Capital
Alabama
$684K +$684K +26,845 New
CFG
424
Cooper Financial Group
California
$680K +$680K +26,672 New
AG
425
Ascent Group
Virginia
$662K -$26.7K -1,048 -4%