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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 %
PFA
501
Pettinga Financial Advisors
Indiana
$444K
WP
502
WealthShield Partners
North Carolina
$442K +$550 +21 +0.1%
HG
503
Harbor Group
New Hampshire
$442K -$96.1K -3,667 -18%
R
504
Rebalance
California
$441K
FVWA
505
Foster Victor Wealth Advisors
South Carolina
$438K +$1.62K +62 +0.4%
EA
506
Evolution Advisers
Virginia
$437K
WA
507
WBH Advisory
Maryland
$432K
BWP
508
Balboa Wealth Partners
Arizona
$429K +$105K +3,999 +32%
AA
509
Advisory Alpha
Michigan
$426K -$71.5K -2,730 -14%
DWM
510
Destination Wealth Management
California
$424K
AWM
511
Accel Wealth Management
Iowa
$423K
JHCP
512
Jackson Hole Capital Partners
Oklahoma
$419K
CG
513
Caprock Group
Idaho
$418K -$117K -4,481 -22%
Lido Advisors
514
Lido Advisors
California
$414K
BIA
515
Bell Investment Advisors
California
$413K
MFT
516
Moisand Fitzgerald Tamayo
Florida
$413K +$10.9K +417 +3%
PCA
517
Providence Capital Advisors
North Carolina
$413K
MC
518
Moors & Cabot
Massachusetts
$412K +$6.11K +233 +2%
CA
519
Clearstead Advisors
Ohio
$412K +$206K +7,857 +100%
MFG
520
Magnus Financial Group
New York
$407K +$1.49K +57 +0.4%
C
521
Certuity
Florida
$402K +$891 +34 +0.2%
TI
522
Truepoint Inc
Ohio
$399K +$399K +15,242 New
RWA
523
Ropes Wealth Advisors
Massachusetts
$397K
RIS
524
Retirement Income Solutions
Michigan
$397K
WWP
525
WR Wealth Planners
Missouri
$394K -$5.45K -208 -1%