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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 %
CIBC Private Wealth Group
426
CIBC Private Wealth Group
Georgia
$320K -$177K -7,596 -36%
AIA
427
Arbor Investment Advisors
North Carolina
$318K
AA
428
Advisory Alpha
Michigan
$318K +$326 +14 +0.1%
MFT
429
Moisand Fitzgerald Tamayo
Florida
$317K +$52.6K +2,258 +20%
SWM
430
Spire Wealth Management
Virginia
$311K +$311K +13,365 New
CAMV
431
Concord Asset Management (Virginia)
Virginia
$311K +$311K +13,339 New
DWP
432
Destiny Wealth Partners
Florida
$310K
BC
433
Bartlett & Co
Ohio
$309K
BCWM
434
Bartlett & Co Wealth Management
Ohio
$309K
IF
435
Intrua Financial
Texas
$307K
SBH
436
Segall Bryant & Hamill
Illinois
$304K
HG
437
Harbor Group
New Hampshire
$304K +$304K +13,043 New
VA
438
Valmark Advisers
Ohio
$302K
ACA
439
Aptus Capital Advisors
Alabama
$301K +$1.05K +45 +0.3%
GWANC
440
Guardian Wealth Advisors (North Carolina)
North Carolina
$301K +$301K +12,908 New
PWM
441
PRW Wealth Management
Massachusetts
$299K -$24.5K -1,052 -8%
PA
442
Parallel Advisors
California
$297K -$461K -19,738 -61%
KWS
443
Keystone Wealth Services
California
$296K
Fisher Asset Management
444
Fisher Asset Management
Washington
$295K +$4.87K +209 +2%
SFG
445
Sage Financial Group
Pennsylvania
$292K
TC
446
TownSquare Capital
Utah
$287K +$815 +35 +0.3%
BA
447
BCM Advisors
Louisiana
$287K +$287K +11,700 New
CIC
448
Cutler Investment Counsel
Oregon
$286K
EWA
449
Exencial Wealth Advisors
Oklahoma
$286K +$22.9K +981 +9%
ERIM
450
Eagle Ridge Investment Management
Connecticut
$285K