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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 %
KP
526
Keel Point
Alabama
$338K +$338K +13,263 New
GWANC
527
Guardian Wealth Advisors (North Carolina)
North Carolina
$332K +$764 +30 +0.2%
Kovitz Investment Group Partners
528
Kovitz Investment Group Partners
Illinois
$332K -$40.6K -1,591 -11%
SBH
529
Segall Bryant & Hamill
Illinois
$332K
GCM
530
G2 Capital Management
Ohio
$331K -$12.3K -481 -4%
BRWA
531
B. Riley Wealth Advisors
Florida
$328K -$5.35K -210 -2%
KWS
532
Keystone Wealth Services
California
$324K
EWA
533
EP Wealth Advisors
California
$323K -$30.9M -1,082,006 -99%
BCM
534
Blume Capital Management
California
$321K +$25.6K +1,004 +9%
PWM
535
PRW Wealth Management
Massachusetts
$317K -$139K -5,431 -30%
BWP
536
Balboa Wealth Partners
Arizona
$316K
EWA
537
Exencial Wealth Advisors
Oklahoma
$315K +$510 +20 +0.2%
PF
538
Parker Financial
Washington
$313K +$313K +12,268 New
CIC
539
Cutler Investment Counsel
Oregon
$312K
ERIM
540
Eagle Ridge Investment Management
Connecticut
$311K
JFGLC
541
Johnson Financial Group LLC (Colorado)
Colorado
$310K
CAMV
542
Concord Asset Management (Virginia)
Virginia
$309K +$309K +12,110 New
DWM
543
Drive Wealth Management
Utah
$308K +$4.2K +165 +1%
VF
544
Vista Finance
Missouri
$306K
US Bancorp
545
US Bancorp
Minnesota
$305K -$837K -32,838 -73%
IF
546
Intrua Financial
Texas
$301K
TC
547
TownSquare Capital
Utah
$293K +$3.13K +123 +1%
RIA
548
Regal Investment Advisors
Michigan
$292K
TCA
549
Transcend Capital Advisors
New Jersey
$291K -$67.3K -2,642 -19%
WT
550
Washington Trust
Rhode Island
$291K