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Dimensional US Core Equity 2 ETF

546 hedge funds and large institutions have $8.59B invested in Dimensional US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 184 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+87
Holders Change %
+18.95%
% of All Funds
9.23%
Holding in Top 10
115
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.56%
% of All Funds
1.94%
New
120
Increased
184
Reduced
131
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NIC
526
Northwest Investment Counselors
Oregon
$38K
FF
527
FourThought Financial
Florida
$35K
HNB
528
Huntington National Bank
Ohio
$34K -$41K
JPMorgan Chase & Co
529
JPMorgan Chase & Co
New York
$33K
WWM
530
Wagner Wealth Management
South Carolina
$32K +$32K +1,387 New
IHWM
531
Iron Horse Wealth Management
Iowa
$31K +$31K +1,351 New
SBL
532
Sargent Bickham Lagudis
Colorado
$28K
MCA
533
Maryland Capital Advisors
Maryland
$23K
JFA
534
JNBA Financial Advisors
Minnesota
$20K
FBC
535
Fairfield, Bush & Co
Connecticut
$20K +$20K +846 New
AWM
536
Accel Wealth Management
Iowa
$19K
SSB
537
Sandy Spring Bank
Maryland
$12K +$12K +535 New
FCG
538
Financial Connections Group
California
$7K
CFN
539
Cordasco Financial Network
Florida
$7K +$7K +300 New
TCWM
540
Total Clarity Wealth Management
Illinois
$6K +$6K +255 New
GWA
541
Gibson Wealth Advisors
Texas
$5K
ACA
542
Atlas Capital Advisors
Wyoming
$4.26K -$18.6K -800 -81%
SC
543
Siena Capital
Ohio
$3K +$24 +1 +0.8%
JWM
544
Janiczek Wealth Management
Colorado
$2K
TFGT
545
TS Financial Group (TSFG)
Illinois
$1K +$1K +30 New
WFA
546
West Financial Advisors
Iowa
$1K +$1K +52 New
Bank of Montreal
547
Bank of Montreal
Ontario, Canada
$14 +$14 +561 New
TI
548
Truepoint Inc
Ohio
-$11.2M -448,872 Closed
EVM
549
Eaton Vance Management
Massachusetts
-$8.26M -299,586 Closed
CIA
550
Caerus Investment Advisors
Texas
-$3.97M -160,901 Closed