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Dimensional US Core Equity 2 ETF

761 hedge funds and large institutions have $18.9B invested in Dimensional US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 284 increasing their positions, 223 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+79
Holders Change %
+11.58%
% of All Funds
11.16%
Holding in Top 10
199
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+21.34%
% of All Funds
2.92%
New
117
Increased
284
Reduced
223
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFP
551
Pinnacle Financial Partners
Tennessee
$482K -$31.9K -1,091 -6%
WA
552
WBH Advisory
Maryland
$482K
BWP
553
Balboa Wealth Partners
Arizona
$479K
DWM
554
Destination Wealth Management
California
$473K
AWM
555
Avior Wealth Management
Nebraska
$467K +$458K +15,668 +4,958%
JHCP
556
Jackson Hole Capital Partners
Oklahoma
$467K
JFGLC
557
Johnson Financial Group LLC (Colorado)
Colorado
$465K +$143K +4,905 +45%
BFA
558
Beacon Financial Advisory
Ohio
$465K +$155K +5,316 +50%
Lido Advisors
559
Lido Advisors
California
$462K
BIA
560
Bell Investment Advisors
California
$461K
MC
561
Moors & Cabot
Massachusetts
$459K -$731 -25 -0.2%
MFT
562
Moisand Fitzgerald Tamayo
Florida
$459K -$2.25K -77 -0.5%
MFG
563
Magnus Financial Group
New York
$456K +$1.61K +55 +0.4%
AWM
564
Accel Wealth Management
Iowa
$455K -$16.9K -577 -4%
ECM
565
Exchange Capital Management
Michigan
$449K -$84.2K -2,880 -16%
C
566
Certuity
Florida
$449K +$906 +31 +0.2%
PCA
567
Providence Capital Advisors
North Carolina
$444K -$15.9K -544 -3%
WP
568
WealthShield Partners
North Carolina
$443K -$50.2K -1,719 -10%
RWP
569
RWA Wealth Partners
Massachusetts
$443K +$443K +15,162 New
RIS
570
Retirement Income Solutions
Michigan
$443K
EF
571
Exeter Financial
Arizona
$439K +$5K +173 +1%
CIBC Private Wealth Group
572
CIBC Private Wealth Group
Georgia
$439K
PCH
573
PGIM Custom Harvest
New Jersey
$435K +$146K +5,009 +51%
EFP
574
EnRich Financial Partners
Wisconsin
$433K +$433K +14,824 New
Natixis Advisors
575
Natixis Advisors
Massachusetts
$430K +$43.4K +1,484 +11%