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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 %
ECM
476
Exchange Capital Management
Michigan
$465K +$465K +18,252 New
CCIA
477
Cherry Creek Investment Advisors
Colorado
$463K
TCM
478
Traynor Capital Management
Pennsylvania
$451K
TA
479
Tectonic Advisors
Texas
$448K
BCM
480
Brainard Capital Management
Texas
$442K +$841 +33 +0.2%
AAG
481
Armstrong Advisory Group
Massachusetts
$437K +$204 +8 +0%
ASN
482
Advisory Services Network
Georgia
$436K -$24.7K -971 -5%
PFA
483
Pettinga Financial Advisors
Indiana
$434K +$2.55K +100 +0.6%
JFG
484
JMG Financial Group
Illinois
$429K
R
485
Rebalance
California
$429K +$1.02K +40 +0.2%
EA
486
Evolution Advisers
Virginia
$425K
WCM
487
Wealthcare Capital Management
Virginia
$424K +$2.42K +95 +0.6%
FVWA
488
Foster Victor Wealth Advisors
South Carolina
$421K -$3.31K -131 -0.8%
PFP
489
Pinnacle Financial Partners
Tennessee
$420K
WA
490
WBH Advisory
Maryland
$420K +$420K +16,478 New
CWA
491
Clarus Wealth Advisors
Arizona
$419K -$83.9K -3,327 -17%
DWM
492
Destination Wealth Management
California
$413K
CIBC Private Wealth Group
493
CIBC Private Wealth Group
Georgia
$410K +$60.3K +2,365 +17%
PA
494
Parallel Advisors
California
$409K +$399K +15,674 +4,180%
FFA
495
First Foundation Advisors
California
$408K
JHCP
496
Jackson Hole Capital Partners
Oklahoma
$407K -$422K -16,554 -51%
BIA
497
Bell Investment Advisors
California
$402K
EGWAG
498
Elwood & Goetz Wealth Advisory Group
Georgia
$400K -$63.1K -2,477 -14%
SS
499
Simplicity Solutions
Minnesota
$400K +$1.48K +58 +0.4%
FAT
500
First American Trust
California
$398K -$240K -9,429 -38%