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Dimensional US Core Equity 2 ETF

665 hedge funds and large institutions have $15.1B invested in Dimensional US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 309 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+19
Holders Change %
+2.94%
% of All Funds
10.49%
Holding in Top 10
157
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.26%
% of All Funds
2.48%
New
44
Increased
309
Reduced
165
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
526
Clarus Wealth Advisors
Arizona
$390K -$56.2K -2,095 -13%
LFG
527
Lockerman Financial Group
California
$390K
SHGA
528
Sand Hill Global Advisors
California
$387K -$28K -1,031 -7%
KTC
529
Kistler-Tiffany Companies
Pennsylvania
$378K
RA
530
Regis Acquisition
Colorado
$375K +$1.3K +48 +0.3%
CAMV
531
Concord Asset Management (Virginia)
Virginia
$372K +$43.5K +1,604 +13%
DWP
532
Destiny Wealth Partners
Florida
$371K
CTC
533
Central Trust Company
Missouri
$370K
PWM
534
PRW Wealth Management
Massachusetts
$366K +$23.4K +846 +7%
WTC
535
WhitTier Trust Company
Nevada
$362K
KWS
536
Keystone Wealth Services
California
$345K
SBH
537
Segall Bryant & Hamill
Illinois
$342K -$12.9K -475 -4%
Kovitz Investment Group Partners
538
Kovitz Investment Group Partners
Illinois
$341K -$12.4K -457 -4%
CFGS
539
Concourse Financial Group Securities
Alabama
$338K +$43.2K +1,591 +15%
BRWA
540
B. Riley Wealth Advisors
Florida
$337K -$12.4K -457 -4%
GWANC
541
Guardian Wealth Advisors (North Carolina)
North Carolina
$337K -$17.6K -649 -5%
BWP
542
Balboa Wealth Partners
Arizona
$336K
SSB
543
Sandy Spring Bank
Maryland
$335K +$320K +11,786 +2,179%
CIC
544
Cutler Investment Counsel
Oregon
$333K
ERIM
545
Eagle Ridge Investment Management
Connecticut
$332K
GCM
546
G2 Capital Management
Ohio
$328K -$25.7K -945 -7%
VF
547
Vista Finance
Missouri
$326K
IF
548
Intrua Financial
Texas
$324K
WCM
549
Wealthcare Capital Management
Virginia
$319K -$132K -4,871 -29%
JFGLC
550
Johnson Financial Group LLC (Colorado)
Colorado
$319K -$11.3K -418 -3%