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Dimensional US Core Equity 2 ETF

646 hedge funds and large institutions have $15.7B invested in Dimensional US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 289 increasing their positions, 160 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+32
Holders Change %
+5.21%
% of All Funds
10.34%
Holding in Top 10
159
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.25%
% of All Funds
2.54%
New
66
Increased
289
Reduced
160
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
576
Spire Wealth Management
Virginia
$237K +$206K +8,100 +667%
ERWM
577
Elk River Wealth Management
Colorado
$235K -$6.37K -250 -3%
MC
578
Matisse Capital
Oregon
$234K +$234K +9,182 New
LIM
579
Lathrop Investment Management
Arkansas
$231K
M1FG
580
Mach-1 Financial Group
Arkansas
$229K +$229K +8,992 New
CF
581
Centaurus Financial
California
$229K
LSA
582
Lion Street Advisors
Texas
$227K +$227K +8,911 New
SPC
583
Sigma Planning Corp
Michigan
$227K -$34.7K -1,361 -13%
PCIA
584
Prime Capital Investment Advisors
Kansas
$226K -$135K -5,286 -37%
HFP
585
Holistic Financial Partners
Indiana
$226K +$535 +21 +0.2%
FFWA
586
FRG Family Wealth Advisors
Washington
$226K +$561 +22 +0.2%
TWM
587
Trevian Wealth Management
Massachusetts
$222K +$222K +8,728 New
AIS
588
American Investment Services
Massachusetts
$221K
BWA
589
BDO Wealth Advisors
Florida
$219K
Commonwealth Equity Services
590
Commonwealth Equity Services
Massachusetts
$218K +$22.2K +869,513 +11%
HI
591
Harbour Investments
Wisconsin
$217K
CA
592
Clearstead Advisors
Ohio
$217K -$18.5K -726 -8%
EK
593
Evensky & Katz
Florida
$216K +$434 +17 +0.2%
CD
594
Chapin Davis
Maryland
$216K +$216K +8,467 New
HGERS
595
Householder Group Estate & Retirement Specialist
Arizona
$215K +$215K +8,433 New
ML
596
McAdam LLC
Pennsylvania
$215K +$215K +8,437 New
KFAA
597
Klaas Financial Asset Advisors
Illinois
$213K
IWA
598
Intercontinental Wealth Advisors
Texas
$213K +$213K +8,365 New
HBT
599
Hills Bank & Trust
Iowa
$213K
WPC
600
Wedmont Private Capital
Pennsylvania
$213K