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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 %
FFA
426
Farther Finance Advisors
California
$659K +$108K +4,248 +20%
CWM
427
CarsonAllaria Wealth Management
Illinois
$656K -$2.17K -85 -0.3%
Bessemer Group
428
Bessemer Group
New Jersey
$656K -$22.6K -886 -3%
ACA
429
Affinity Capital Advisors
California
$653K
PIFP
430
Partners in Financial Planning
Virginia
$652K -$3.72K -146 -0.6%
CFS
431
CRA Financial Services
New Jersey
$642K
RPSA
432
Richard P. Slaughter Associates
Texas
$642K
3LCM
433
3D/L Capital Management
Connecticut
$641K +$37.7K +1,478 +6%
BAM
434
Beaumont Asset Management
Texas
$640K +$640K +25,116 New
KA
435
Kovack Advisors
Florida
$635K +$25 +1 +0%
AWM
436
Arista Wealth Management
Nevada
$633K +$633K +24,824 New
CT
437
Colonial Trust
South Carolina
$625K +$625K +24,530 New
NAM
438
NorthCrest Asset Manangement
Minnesota
$618K +$618K +24,273 New
SRSA
439
S.R. Schill & Associates
Washington
$597K
W
440
WealthOne
New York
$576K +$9.22K +362 +2%
H
441
HoyleCohen
California
$575K +$127 +5 +0%
MPAM
442
Murphy Pohlad Asset Management
Minnesota
$573K
QPWM
443
Quadrant Private Wealth Management
Pennsylvania
$570K
VWA
444
V Wealth Advisors
Kansas
$563K +$739 +29 +0.1%
BB
445
Busey Bank
Illinois
$558K +$558K +21,917 New
MKA
446
M. Kulyk & Associates
Georgia
$558K +$558K +21,886 New
BTW
447
Boston Trust Walden
Massachusetts
$549K
CSIC
448
Clifford Swan Investment Counsel
California
$547K
YWM
449
Yoder Wealth Management
California
$539K +$539K +21,145 New
JIC
450
Johnson Investment Counsel
Ohio
$538K -$108K -4,252 -17%