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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 %
BWP
576
Balboa Wealth Partners
Arizona
$524K
EF
577
Exeter Financial
Arizona
$522K +$46.6K +1,490 +10%
S
578
SignatureFD
Georgia
$518K -$10.4K -326 -2%
DWM
579
Destination Wealth Management
California
$517K
AAS
580
Ameritas Advisory Services
Nebraska
$517K +$517K +16,721 New
QCM
581
QRG Capital Management
Illinois
$512K +$292K +9,144 +133%
JHCP
582
Jackson Hole Capital Partners
Oklahoma
$510K
JFGLC
583
Johnson Financial Group LLC (Colorado)
Colorado
$509K
MC
584
Moors & Cabot
Massachusetts
$507K +$5.75K +180 +1%
BIA
585
Bell Investment Advisors
California
$504K
TF
586
Threadgill Financial
Texas
$502K +$502K +15,705 New
CWS
587
Confluence Wealth Services
Pennsylvania
$502K +$171K +5,341 +52%
MFG
588
Magnus Financial Group
New York
$500K +$1.02K +32 +0.2%
AWM
589
Accel Wealth Management
Iowa
$498K
Kovitz Investment Group Partners
590
Kovitz Investment Group Partners
Illinois
$493K +$124K +3,868 +33%
ECM
591
Exchange Capital Management
Michigan
$491K
C
592
Certuity
Florida
$491K +$288 +9 +0.1%
PCA
593
Providence Capital Advisors
North Carolina
$486K
RWP
594
RWA Wealth Partners
Massachusetts
$484K
RIS
595
Retirement Income Solutions
Michigan
$484K
EFP
596
EnRich Financial Partners
Wisconsin
$484K +$10.5K +328 +2%
FA
597
Fiduciary Alliance
South Carolina
$469K +$10.4K +326 +2%
CAI
598
Capital Advisors Inc
Oklahoma
$467K
AA
599
Advisory Alpha
Michigan
$466K
WTA
600
Washington Trust Advisors
Massachusetts
$465K