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Dimensional US Core Equity 2 ETF

852 hedge funds and large institutions have $24.3B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 356 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.32%
Holding in Top 10
208
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.97%
% of All Funds
3.01%
New
65
Increased
356
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 %
YWM
551
Yardley Wealth Management
Pennsylvania
$764K +$764K +22,284 New
EB
552
Emprise Bank
Kansas
$763K -$2.54K -74 -0.3%
BAWC
553
Boyce & Associates Wealth Consulting
Texas
$763K +$3.6K +105 +0.5%
MAA
554
Mraz Amerine & Associates
California
$757K -$72.5K -2,114 -9%
SA
555
Stewardship Advisors
Pennsylvania
$754K +$754K +21,980 New
BB
556
Busey Bank
Illinois
$752K
BFA
557
Beacon Financial Advisory
Ohio
$749K +$48.8K +1,423 +7%
RWM
558
Revisor Wealth Management
Ohio
$745K
BTW
559
Boston Trust Walden
Massachusetts
$739K
MECA
560
Miller Equity Capital Advisors
Texas
$734K +$56.6K +1,650 +8%
CSIC
561
Clifford Swan Investment Counsel
California
$731K
FWM
562
Fortress Wealth Management
California
$725K +$2.78K +81 +0.4%
EIA
563
Eldridge Investment Advisors
New Hampshire
$725K -$938K -27,363 -56%
MAS
564
Meeder Advisory Services
Ohio
$725K +$725K +21,131 New
YWM
565
Yoder Wealth Management
California
$720K
SPP
566
Single Point Partners
Massachusetts
$719K
PIFP
567
Partners in Financial Planning
Virginia
$707K -$11.6K -337 -2%
BMD
568
Better Money Decisions
New Mexico
$698K -$30.3K -885 -4%
SWMG
569
Sard Wealth Management Group
Georgia
$696K +$1.92K +56 +0.3%
KAS
570
KPP Advisory Services
Kentucky
$691K -$12.7K -370 -2%
CCMG
571
Clark Capital Management Group
Pennsylvania
$690K +$16K +468 +2%
AR
572
Apeiron RIA
Texas
$686K
CWS
573
Confluence Wealth Services
Pennsylvania
$684K +$58.8K +1,714 +9%
FF
574
Francis Financial
$676K
RWP
575
RWA Wealth Partners
Massachusetts
$669K +$149K +4,352 +29%