DFAC icon

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 %
MFG
501
Magnus Financial Group
New York
$393K +$393K +15,438 New
SHGA
502
Sand Hill Global Advisors
California
$390K
C
503
Certuity
Florida
$387K +$306 +12 +0.1%
RWA
504
Ropes Wealth Advisors
Massachusetts
$386K
RIS
505
Retirement Income Solutions
Michigan
$386K
CAM
506
CPA Asset Management
Florida
$376K
EP
507
Essential Planning
New Hampshire
$376K +$53.1K +2,763 +16%
MFWP
508
Mosaic Family Wealth Partners
Missouri
$374K +$374K +14,660 New
FWM
509
Fortress Wealth Management
California
$373K +$153 +6 +0%
CAI
510
Capital Advisors Inc
Oklahoma
$372K +$56.4K +2,215 +18%
HFA
511
Highland Financial Advisors
New Jersey
$371K
WTA
512
Washington Trust Advisors
Massachusetts
$371K
FA
513
Fiduciary Alliance
South Carolina
$367K
DFA
514
DHJJ Financial Advisors
Illinois
$367K -$12K -470 -3%
MFT
515
Moisand Fitzgerald Tamayo
Florida
$367K -$5.1K -200 -1%
LFG
516
Lockerman Financial Group
California
$366K
AA
517
Advisory Alpha
Michigan
$355K +$6.96K +273 +2%
KTC
518
Kistler-Tiffany Companies
Pennsylvania
$354K
RA
519
Regis Acquisition
Colorado
$351K +$351K +13,757 New
FIA
520
Foundations Investment Advisors
Arizona
$350K +$357 +14 +0.1%
CTC
521
Central Trust Company
Missouri
$347K +$8.41K +330 +2%
EF
522
Exeter Financial
Arizona
$347K +$91.4K +3,604 +36%
WTC
523
WhitTier Trust Company
Nevada
$340K
DWP
524
Destiny Wealth Partners
Florida
$340K
Natixis Advisors
525
Natixis Advisors
Massachusetts
$338K +$338K +13,263 New