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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 %
SPP
451
Single Point Partners
Massachusetts
$534K
ACP
452
Aviance Capital Partners
Florida
$531K +$15.7K +615 +3%
WP
453
WealthShield Partners
North Carolina
$531K +$57.9K +2,273 +12%
Lido Advisors
454
Lido Advisors
California
$527K +$280K +10,979 +113%
CBFP
455
Cedar Brook Financial Partners
Ohio
$521K +$1.25K +49 +0.2%
WEPOG
456
Wealth Enhancement & Preservation of GA
Georgia
$520K +$1.27K +50 +0.2%
GI
457
Gradient Investments
Minnesota
$518K
SB
458
Strategic Blueprint
Georgia
$516K +$34.4K +1,350 +7%
CG
459
Caprock Group
Idaho
$516K +$516K +20,241 New
IA
460
IFP Advisors
Florida
$511K -$1.34M -50,634 -72%
AR
461
Apeiron RIA
Texas
$510K -$4.08K -160 -0.8%
LA
462
Lane & Associates
New Jersey
$508K +$76.8K +3,014 +18%
SRC
463
Sage Rhino Capital
California
$498K +$4.13K +162 +0.8%
FG
464
Foster Group
Iowa
$495K -$3.44K -135 -0.7%
Ameriprise
465
Ameriprise
Minnesota
$488K +$488K +19,157 New
Fifth Third Bancorp
466
Fifth Third Bancorp
Ohio
$484K -$10.3K -404 -2%
MFA
467
Morling Financial Advisors
California
$479K -$48.4K -1,898 -9%
PFBT
468
Parkside Financial Bank & Trust
Missouri
$479K -$14.7K -576 -3%
RCG
469
Resource Consulting Group
Florida
$475K
PCA
470
Providence Capital Advisors
North Carolina
$471K -$25 -1 -0%
RWM
471
Revisor Wealth Management
Ohio
$470K +$470K +18,458 New
TT
472
TI-Trust
Illinois
$469K -$40.9K -1,605 -8%
S
473
SignatureFD
Georgia
$467K
CA
474
Continuum Advisory
Idaho
$465K +$866 +34 +0.2%
GCA
475
Gradient Capital Advisors
California
$465K +$193K +7,576 +71%