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Dimensional US Core Equity 2 ETF

542 hedge funds and large institutions have $8.93B invested in Dimensional US Core Equity 2 ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 266 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-4
Holders Change %
-0.73%
% of All Funds
9.37%
Holding in Top 10
124
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.83%
% of All Funds
2.14%
New
34
Increased
266
Reduced
125
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KFAA
501
Klaas Financial Asset Advisors
Illinois
$194K +$194K +8,711 New
BCM
502
Blume Capital Management
California
$193K +$98.4K +4,425 +104%
EK
503
Evensky & Katz
Florida
$187K +$600 +27 +0.3%
HBT
504
Hills Bank & Trust
Iowa
$186K
PMFA
505
Plante Moran Financial Advisors
Michigan
$178K +$689 +31 +0.4%
CTC
506
Central Trust Company
Missouri
$174K
LC
507
Lindbrook Capital
California
$152K
RBC
508
Roble Belko & Company
Pennsylvania
$144K
ONST
509
Old North State Trust
North Carolina
$144K +$144K +6,472 New
JWBC
510
John W. Brooker & Co
California
$140K
NMG
511
New Millennium Group
Utah
$140K +$513 +23 +0.4%
BTI
512
Blue Trust Inc
Georgia
$108K
ME
513
McIlrath & Eck
Washington
$106K
PB
514
Pinnacle Bancorp
Nebraska
$100K +$100K +4,500 New
EI
515
Ellevest Inc
New York
$98K +$98K +4,410 New
DI
516
Disciplined Investments
Oklahoma
$94K +$244 +11 +0.3%
FHA
517
First Horizon Advisors
Tennessee
$90K
BC
518
Burleson & Co
California
$89K
MAWCM
519
Mine & Arao Wealth Creation & Management
California
$86K
PFA
520
Professional Financial Advisors
Nebraska
$66K
DEM
521
Disciplined Equity Management
Florida
$66K +$883 +40 +1%
HIA
522
Harbor Investment Advisory
Maryland
$50K
AIA
523
Arcadia Investment Advisors
Idaho
$42.9K
CIAS
524
Capital Investment Advisory Services
North Carolina
$38K
FF
525
FourThought Financial
Florida
$34K