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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 %
CAI
576
Capital Advisors Inc
Oklahoma
$427K
AA
577
Advisory Alpha
Michigan
$426K -$48.8K -1,671 -10%
WTA
578
Washington Trust Advisors
Massachusetts
$425K
SS
579
Simplicity Solutions
Minnesota
$424K +$1.81K +62 +0.4%
MFA
580
Morling Financial Advisors
California
$424K
RA
581
Rockingstone Advisors
Massachusetts
$423K
FA
582
Fiduciary Alliance
South Carolina
$421K
LFG
583
Lockerman Financial Group
California
$420K
HFA
584
Highland Financial Advisors
New Jersey
$417K
SHGA
585
Sand Hill Global Advisors
California
$417K
WWP
586
WR Wealth Planners
Missouri
$415K -$24.8K -848 -6%
FIA
587
Foundations Investment Advisors
Arizona
$412K +$652 +22 +0.2%
RA
588
Regis Acquisition
Colorado
$406K +$1.43K +49 +0.4%
FAT
589
First American Trust
California
$401K
CTC
590
Central Trust Company
Missouri
$398K
SOS
591
Silver Oak Securities
Tennessee
$398K +$398K +13,602 New
NW
592
NewEdge Wealth
Pennsylvania
$394K
DWP
593
Destiny Wealth Partners
Florida
$382K
AC
594
AlphaCore Capital
California
$381K -$262K -8,949 -41%
CAG
595
Csenge Advisory Group
Florida
$380K -$32.2K -1,102 -8%
ATC
596
Argent Trust Co
Tennessee
$376K -$23.9K -816 -6%
BCM
597
Blume Capital Management
California
$373K -$12.4K -425 -3%
KWS
598
Keystone Wealth Services
California
$371K
GWANC
599
Guardian Wealth Advisors (North Carolina)
North Carolina
$365K +$1.26K +43 +0.3%
EGWAG
600
Elwood & Goetz Wealth Advisory Group
Georgia
$364K -$73K -2,499 -17%