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Dimensional US Core Equity 2 ETF

820 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 332 increasing their positions, 243 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.93%
Holding in Top 10
202
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.94%
New
65
Increased
332
Reduced
243
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RB
501
Renasant Bank
Mississippi
$929K
WT
502
Washington Trust
Rhode Island
$917K +$549K +17,021 +149%
OWP
503
Obermeyer Wealth Partners
Colorado
$916K +$916K +28,415 New
IA
504
IFP Advisors
Florida
$915K -$30.5K -947 -3%
PIA
505
Perennial Investment Advisors
California
$907K -$7.9K -245 -0.9%
ECG
506
Edge Capital Group
Georgia
$906K
NP
507
NorthRock Partners
Minnesota
$898K
QFA
508
Quantum Financial Advisors
California
$896K
AIS
509
American Investment Services
Massachusetts
$873K +$194K +6,009 +29%
EWA
510
Elevate Wealth Advisory
Georgia
$869K +$7.71K +239 +0.9%
MPW
511
Monterey Private Wealth
California
$869K +$1.23K +38 +0.1%
OC
512
Oakworth Capital
Alabama
$865K
IFWM
513
Institute for Wealth Management
Colorado
$863K
SMA
514
Sage Mountain Advisors
Georgia
$861K
DCM
515
DGS Capital Management
New Jersey
$853K
Janney Montgomery Scott
516
Janney Montgomery Scott
Pennsylvania
$842K +$460K +14,250 +120%
ACA
517
Affinity Capital Advisors
California
$827K
FCG
518
Fielder Capital Group
Tennessee
$822K -$121K -3,761 -13%
CWM
519
CarsonAllaria Wealth Management
Illinois
$814K +$1.19K +37 +0.1%
CFS
520
CRA Financial Services
New Jersey
$812K
RPSA
521
Richard P. Slaughter Associates
Texas
$812K
PNC Financial Services Group
522
PNC Financial Services Group
Pennsylvania
$805K +$117K +3,642 +17%
DJSG
523
D.J. St. Germain
Massachusetts
$803K -$89.5K -2,776 -10%
KA
524
Kovack Advisors
Florida
$803K +$803K +24,912 New
ACC
525
Acorn Creek Capital
Colorado
$802K -$18.1K -560 -2%