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Dimensional US Core Equity 2 ETF

820 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 332 increasing their positions, 243 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.93%
Holding in Top 10
202
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.94%
New
65
Increased
332
Reduced
243
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
576
Prospera Financial Services
Texas
$577K +$163K +5,045 +39%
BP
577
BBR Partners
New York
$576K +$903 +28 +0.2%
FVWA
578
Foster Victor Wealth Advisors
South Carolina
$573K +$1.69K +50 +0.3%
ATC
579
Argent Trust Co
Tennessee
$562K +$180K +5,578 +47%
NWMG
580
National Wealth Management Group
Ohio
$550K -$42.1K -1,307 -7%
HWM
581
HB Wealth Management
Georgia
$546K -$56.4K -1,750 -9%
PFA
582
Pettinga Financial Advisors
Indiana
$546K
R
583
Rebalance
California
$542K
EF
584
Exeter Financial
Arizona
$539K +$484 +15 +0.1%
EA
585
Evolution Advisers
Virginia
$537K
PFGIA
586
Patriot Financial Group Insurance Agency
Massachusetts
$537K -$92.6K -2,872 -15%
WA
587
WBH Advisory
Maryland
$531K
SAI
588
Savvy Advisors Inc
New York
$530K +$125K +3,883 +31%
BWP
589
Balboa Wealth Partners
Arizona
$528K
S
590
SignatureFD
Georgia
$523K
DWM
591
Destination Wealth Management
California
$522K
FIA
592
Foundations Investment Advisors
Arizona
$519K +$70.5K +2,186 +16%
MC
593
Moors & Cabot
Massachusetts
$512K
BIA
594
Bell Investment Advisors
California
$509K
TF
595
Threadgill Financial
Texas
$506K
MFG
596
Magnus Financial Group
New York
$506K +$1.52K +47 +0.3%
HG
597
Harbor Group
New Hampshire
$500K -$42.9K -1,332 -8%
Qube Research & Technologies (QRT)
598
Qube Research & Technologies (QRT)
United Kingdom
$499K +$226K +7,024 +83%
C
599
Certuity
Florida
$496K +$387 +12 +0.1%
JFGLC
600
Johnson Financial Group LLC (Colorado)
Colorado
$493K -$20K -619 -4%