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Dimensional US Core Equity 2 ETF

795 hedge funds and large institutions have $21.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 348 increasing their positions, 207 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.52%
Holding in Top 10
202
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.51%
% of All Funds
2.93%
New
70
Increased
348
Reduced
207
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCMG
551
Clark Capital Management Group
Pennsylvania
$594K +$201K +6,284 +51%
CT
552
Colonial Trust
South Carolina
$594K
TT
553
TI-Trust
Illinois
$588K
NWMG
554
National Wealth Management Group
Ohio
$587K -$220K -6,882 -27%
FA
555
FSA Advisors
Michigan
$586K -$288 -9 -0%
PFP
556
Pinnacle Financial Partners
Tennessee
$585K +$57.8K +1,809 +11%
CCIA
557
Cherry Creek Investment Advisors
Colorado
$580K
SW
558
Simplicity Wealth
New Jersey
$578K +$578K +18,092 New
CAG
559
Csenge Advisory Group
Florida
$576K +$161K +5,029 +39%
CIBC Private Wealth Group
560
CIBC Private Wealth Group
Georgia
$574K +$96.4K +3,030 +20%
MHS
561
M Holdings Securities
Oregon
$573K -$71.8M -2,248,924 -99%
BP
562
BBR Partners
New York
$570K +$266K +8,331 +88%
CAG
563
Crestwood Advisors Group
Massachusetts
$569K +$569K +17,816 New
ASN
564
Advisory Services Network
Georgia
$559K +$261K +8,173 +88%
AG
565
Ascent Group
Virginia
$558K -$33.5K -1,050 -6%
CAM
566
CPA Asset Management
Florida
$554K +$5.14K +161 +0.9%
SOS
567
Silver Oak Securities
Tennessee
$549K +$115K +3,585 +26%
PFA
568
Pettinga Financial Advisors
Indiana
$541K -$498K -15,600 -48%
HG
569
Harbor Group
New Hampshire
$538K
R
570
Rebalance
California
$537K
EA
571
Evolution Advisers
Virginia
$533K
BFA
572
Beacon Financial Advisory
Ohio
$531K +$22.9K +717 +5%
FVWA
573
Foster Victor Wealth Advisors
South Carolina
$529K +$1.1K +35 +0.2%
FG
574
Foster Group
Iowa
$527K -$84.2K -2,634 -14%
WA
575
WBH Advisory
Maryland
$526K