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Dimensional US Core Equity 2 ETF

853 hedge funds and large institutions have $24.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 357 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.34%
Holding in Top 10
209
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.96%
% of All Funds
3.02%
New
65
Increased
357
Reduced
238
Closed
23
Calls
$2.61M
Puts
Net Calls
+$2.61M
Net Calls Change
+$2.61M
Name Holding Trade Value Shares
Change
Shares
Change %
TFM
526
TFC Financial Management
Massachusetts
$886K +$97.1K +2,833 +12%
KC
527
Kingfisher Capital
North Carolina
$884K +$434K +12,648 +96%
ACA
528
Affinity Capital Advisors
California
$879K
PFS
529
Prospera Financial Services
Texas
$864K +$250K +7,298 +41%
CFS
530
CRA Financial Services
New Jersey
$864K
RPSA
531
Richard P. Slaughter Associates
Texas
$864K
CWM
532
CarsonAllaria Wealth Management
Illinois
$863K -$3.67K -107 -0.4%
DJSG
533
D.J. St. Germain
Massachusetts
$854K
KA
534
Kovack Advisors
Florida
$854K
FIA
535
Foundations Investment Advisors
Arizona
$854K +$302K +8,812 +55%
CGFA
536
Colton Groome Financial Advisors
North Carolina
$852K
PNC Financial Services Group
537
PNC Financial Services Group
Pennsylvania
$851K -$5.11K -149 -0.6%
BCP
538
Blue Chip Partners
Michigan
$848K -$848K -24,730 -50%
KFP
539
Keener Financial Planning
Texas
$841K -$1.3M -38,052 -61%
S4W
540
Solutions 4 Wealth
Texas
$838K +$838K +24,427 New
VI
541
VanderPol Investments
Michigan
$836K +$549 +16 +0.1%
EWA
542
Elevate Wealth Advisory
Georgia
$828K -$96.7K -2,819 -10%
WIA
543
World Investment Advisors
California
$824K +$178K +5,201 +28%
SRSA
544
S.R. Schill & Associates
Washington
$810K +$2.23K +65 +0.3%
ATPW
545
Ashton Thomas Private Wealth
Arizona
$803K +$104K +3,030 +15%
SFS
546
Security Financial Services
Indiana
$802K -$2.5K -73 -0.3%
ACC
547
Acorn Creek Capital
Colorado
$799K -$53.5K -1,561 -6%
BTI
548
Blue Trust Inc
Georgia
$786K -$416K -12,915 -35%
MPAM
549
Murphy Pohlad Asset Management
Minnesota
$772K
GCA
550
Gradient Capital Advisors
California
$770K +$62.7K +1,829 +9%