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Dimensional US Core Equity 2 ETF

614 hedge funds and large institutions have $11.3B invested in Dimensional US Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 242 increasing their positions, 142 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+72
Holders Change %
+13.28%
% of All Funds
9.91%
Holding in Top 10
154
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+24.19%
% of All Funds
2.48%
New
110
Increased
242
Reduced
142
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
501
G2 Capital Management
Ohio
$328K
WTC
502
WhitTier Trust Company
Nevada
$324K
DWP
503
Destiny Wealth Partners
Florida
$324K
CTC
504
Central Trust Company
Missouri
$323K +$132K +5,450 +70%
BRWA
505
B. Riley Wealth Advisors
Florida
$318K -$2.94K -121 -0.9%
SBH
506
Segall Bryant & Hamill
Illinois
$317K
GWANC
507
Guardian Wealth Advisors (North Carolina)
North Carolina
$316K +$1.51K +62 +0.5%
AIA
508
Arbor Investment Advisors
North Carolina
$314K +$314K +12,922 New
BCI
509
Brinker Capital Investments
Pennsylvania
$313K
KWS
510
Keystone Wealth Services
California
$308K
EA
511
Ellsworth Advisors
Ohio
$306K -$2.15K -86 -0.7%
CAI
512
Capital Advisors Inc
Oklahoma
$301K
BWP
513
Balboa Wealth Partners
Arizona
$301K -$32.7K -1,347 -10%
EWA
514
Exencial Wealth Advisors
Oklahoma
$300K +$1.07K +44 +0.4%
CIC
515
Cutler Investment Counsel
Oregon
$298K
ERIM
516
Eagle Ridge Investment Management
Connecticut
$297K
IF
517
Intrua Financial
Texas
$296K
JFGLC
518
Johnson Financial Group LLC (Colorado)
Colorado
$295K
VF
519
Vista Finance
Missouri
$291K
IGWM
520
ICA Group Wealth Management
Colorado
$290K -$16.8K -690 -5%
DWM
521
Drive Wealth Management
Utah
$289K +$289K +11,922 New
Luther King Capital Management (LKCM)
522
Luther King Capital Management (LKCM)
Texas
$287K -$263K
BCM
523
Blume Capital Management
California
$281K +$70.4K +2,900 +33%
RIA
524
Regal Investment Advisors
Michigan
$278K
WT
525
Washington Trust
Rhode Island
$277K