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Dimensional US Core Equity 2 ETF

682 hedge funds and large institutions have $15.9B invested in Dimensional US Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 293 increasing their positions, 188 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+17
Holders Change %
+2.56%
% of All Funds
10.87%
Holding in Top 10
164
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.46%
% of All Funds
2.61%
New
49
Increased
293
Reduced
188
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Natixis Advisors
551
Natixis Advisors
Massachusetts
$347K -$69.2K -2,637 -17%
BCM
552
Blume Capital Management
California
$345K -$50K -1,907 -13%
WPC
553
Wedmont Private Capital
Pennsylvania
$344K +$124K +4,700 +56%
WCM
554
Wealthcare Capital Management
Virginia
$344K +$35.9K +1,370 +12%
US Bancorp
555
US Bancorp
Minnesota
$343K +$39.1K +1,491 +13%
BRWA
556
B. Riley Wealth Advisors
Florida
$335K +$9.38K +358 +3%
PWM
557
PRW Wealth Management
Massachusetts
$334K +$1.23K +49 +0.4%
KWS
558
Keystone Wealth Services
California
$333K
SBH
559
Segall Bryant & Hamill
Illinois
$327K -$2.38K -91 -0.7%
GWANC
560
Guardian Wealth Advisors (North Carolina)
North Carolina
$326K +$1.21K +46 +0.4%
CCMG
561
Clark Capital Management Group
Pennsylvania
$323K +$104K +3,952 +47%
CIC
562
Cutler Investment Counsel
Oregon
$321K
ERIM
563
Eagle Ridge Investment Management
Connecticut
$320K
SFC
564
SYM Financial Corp
Indiana
$316K +$316K +12,074 New
GCM
565
G2 Capital Management
Ohio
$316K
Kovitz Investment Group Partners
566
Kovitz Investment Group Partners
Illinois
$316K -$13.2K -502 -4%
VF
567
Vista Finance
Missouri
$314K
CFGS
568
Concourse Financial Group Securities
Alabama
$313K -$12.3K -470 -4%
IF
569
Intrua Financial
Texas
$312K
WT
570
Washington Trust
Rhode Island
$299K
HWM
571
HB Wealth Management
Georgia
$298K
Empower Advisory Group
572
Empower Advisory Group
Colorado
$292K
DFA
573
DHJJ Financial Advisors
Illinois
$290K -$16.2K -620 -5%
JFGLC
574
Johnson Financial Group LLC (Colorado)
Colorado
$289K -$18.8K -719 -6%
MCM
575
Monument Capital Management
Virginia
$289K