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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 %
YWM
476
Yoder Wealth Management
California
$554K
SPP
477
Single Point Partners
Massachusetts
$549K
SB
478
Strategic Blueprint
Georgia
$549K +$15.4K +588 +3%
FFS
479
Founders Financial Securities
Maryland
$547K
CBFP
480
Cedar Brook Financial Partners
Ohio
$534K -$18.4K -703 -3%
AR
481
Apeiron RIA
Texas
$524K
GCA
482
Gradient Capital Advisors
California
$522K -$37.4K -1,429 -7%
PFGIA
483
Patriot Financial Group Insurance Agency
Massachusetts
$512K +$58.1K +2,219 +13%
KAS
484
KPP Advisory Services
Kentucky
$510K +$510K +19,464 New
RWM
485
Revisor Wealth Management
Ohio
$509K +$25.5K +975 +5%
KP
486
Keel Point
Alabama
$509K
JIC
487
Johnson Investment Counsel
Ohio
$504K -$10.2K -391 -2%
FG
488
Foster Group
Iowa
$501K -$6.66K -254 -1%
SRC
489
Sage Rhino Capital
California
$500K -$5.9K -225 -1%
FWM
490
Fortress Wealth Management
California
$489K +$786 +30 +0.2%
RCG
491
Resource Consulting Group
Florida
$488K
TT
492
TI-Trust
Illinois
$482K
S
493
SignatureFD
Georgia
$481K
EP
494
Essential Planning
New Hampshire
$481K +$83.9K +3,204 +21%
ECM
495
Exchange Capital Management
Michigan
$478K
CCIA
496
Cherry Creek Investment Advisors
Colorado
$476K
CT
497
Colonial Trust
South Carolina
$470K
PFP
498
Pinnacle Financial Partners
Tennessee
$461K +$28.6K +1,091 +7%
TA
499
Tectonic Advisors
Texas
$461K
CAMV
500
Concord Asset Management (Virginia)
Virginia
$455K +$96.2K +3,670 +27%