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Dimensional US Core Equity 2 ETF

682 hedge funds and large institutions have $15.9B invested in Dimensional US Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 293 increasing their positions, 188 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+17
Holders Change %
+2.56%
% of All Funds
10.87%
Holding in Top 10
164
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.46%
% of All Funds
2.61%
New
49
Increased
293
Reduced
188
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
426
Perennial Investment Advisors
California
$744K
MPW
427
Monterey Private Wealth
California
$742K +$1.36K +52 +0.2%
Renaissance Technologies
428
Renaissance Technologies
New York
$734K -$1.5M -57,300 -67%
EW
429
Evoke Wealth
California
$731K
NP
430
NorthRock Partners
Minnesota
$730K
AWM
431
Aspire Wealth Management
Massachusetts
$728K -$209K -7,989 -22%
QFA
432
Quantum Financial Advisors
California
$728K
SFS
433
Security Financial Services
Indiana
$727K +$38.9K +1,486 +6%
DJSG
434
D.J. St. Germain
Massachusetts
$725K
NWMG
435
National Wealth Management Group
Ohio
$714K -$10.9K -417 -2%
JC
436
JB Capital
Connecticut
$714K +$714K +27,253 New
ICG
437
InterOcean Capital Group
Tennessee
$711K
OC
438
Oakworth Capital
Alabama
$703K
DCM
439
DGS Capital Management
New Jersey
$693K
HIP
440
HUB Investment Partners
Texas
$679K +$603 +23 +0.1%
Bessemer Group
441
Bessemer Group
New Jersey
$675K
ACA
442
Affinity Capital Advisors
California
$672K
3LCM
443
3D/L Capital Management
Connecticut
$670K +$5.42K +207 +0.8%
CWM
444
CarsonAllaria Wealth Management
Illinois
$662K -$6.79K -259 -1%
CFS
445
CRA Financial Services
New Jersey
$660K
RPSA
446
Richard P. Slaughter Associates
Texas
$660K
EWA
447
Exencial Wealth Advisors
Oklahoma
$659K +$94.4K +3,604 +17%
KA
448
Kovack Advisors
Florida
$653K +$26 +1 +0%
LSA
449
Lion Street Advisors
Texas
$652K +$460K +17,547 +239%
AWM
450
Arista Wealth Management
Nevada
$647K -$3.33K -127 -0.5%