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Dimensional US Core Equity 2 ETF

821 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 333 increasing their positions, 243 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.94%
Holding in Top 10
203
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.95%
New
65
Increased
333
Reduced
243
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SA
401
SpiderRock Advisors
Delaware
$1.92M +$69.7K +2,162 +4%
GFWA
402
Grey Fox Wealth Advisors
Delaware
$1.91M +$5.71K +177 +0.3%
OW
403
Olistico Wealth
Oklahoma
$1.9M
ACP
404
Aviance Capital Partners
Florida
$1.89M -$176K -5,465 -9%
CCA
405
Cadent Capital Advisors
Oklahoma
$1.85M +$2.87K +89 +0.2%
FFO
406
Fiduciary Family Office
Florida
$1.85M
TRCT
407
Tower Research Capital (TRC)
New York
$1.84M +$1.82M +56,376 +9,996%
VCM
408
Virtue Capital Management
Tennessee
$1.82M -$35.1K -1,056 -2%
AWA
409
Aquire Wealth Advisors
Utah
$1.81M -$37.1K -1,152 -2%
SWM
410
Sanctuary Wealth Management
Idaho
$1.78M -$32 -1 -0%
SPIA
411
Steward Partners Investment Advisory
New York
$1.77M -$6.16K -191 -0.3%
Lido Advisors
412
Lido Advisors
California
$1.76M -$45.5K -1,410 -3%
WPC
413
Wedmont Private Capital
Pennsylvania
$1.74M
BHWM
414
Beaird Harris Wealth Management
Texas
$1.73M -$28.2K -874 -2%
Northern Trust
415
Northern Trust
Illinois
$1.72M +$714K +22,161 +71%
FIM
416
Freedom Investment Management
Connecticut
$1.71M +$45.9K +1,423 +3%
LFG
417
Larson Financial Group
Missouri
$1.69M +$3.39K +105 +0.2%
QCIG
418
Quad-Cities Investment Group
Iowa
$1.66M +$35.9K +1,112 +2%
MA
419
MJP Associates
Connecticut
$1.66M -$54.8K -1,701 -3%
AO
420
Advisor OS
Illinois
$1.66M -$54.8K -1,701 -3%
CCWM
421
Cassaday & Co Wealth Management
Virginia
$1.64M -$291K -9,038 -15%
SWP
422
Strategic Wealth Partners
Ohio
$1.61M
BCP
423
Blue Chip Partners
Michigan
$1.59M +$4.77K +148 +0.3%
Thrivent Financial for Lutherans
424
Thrivent Financial for Lutherans
Minnesota
$1.59M -$725K -22,471 -31%
SFC
425
Strategic Financial Concepts
Texas
$1.59M +$1.08M +113,944 +217%