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Dimensional US Core Equity 2 ETF

853 hedge funds and large institutions have $24.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 357 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.34%
Holding in Top 10
209
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.96%
% of All Funds
3.02%
New
65
Increased
357
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 %
RWP
576
RWA Wealth Partners
Massachusetts
$669K +$149K +4,352 +29%
JIC
577
Johnson Investment Counsel
Ohio
$656K
PS
578
Principal Securities
Iowa
$656K +$640K +18,675 +4,086%
KP
579
Keel Point
Alabama
$651K
SEIA
580
Signature Estate & Investment Advisors
California
$651K +$1.3K +38 +0.2%
SPA
581
Shore Point Advisors
New Jersey
$644K +$644K +18,779 New
TA
582
TFB Advisors
Kansas
$643K -$7.99K -233 -1%
CT
583
Colonial Trust
South Carolina
$637K
Jones Financial Companies
584
Jones Financial Companies
Missouri
$632K +$528K +15,441 +507%
TT
585
TI-Trust
Illinois
$631K
SRC
586
Sage Rhino Capital
California
$629K -$9.26K -270 -1%
PFP
587
Pinnacle Financial Partners
Tennessee
$628K
CCIA
588
Cherry Creek Investment Advisors
Colorado
$623K
PFGIA
589
Patriot Financial Group Insurance Agency
Massachusetts
$620K +$49K +1,428 +9%
MHS
590
M Holdings Securities
Oregon
$615K
BP
591
BBR Partners
New York
$613K +$926 +27 +0.2%
DWM
592
Destination Wealth Management
California
$605K +$50.1K +1,462 +9%
Natixis Advisors
593
Natixis Advisors
Massachusetts
$599K -$32.2K -938 -5%
ATC
594
Argent Trust Co
Tennessee
$598K
CST
595
Charles Schwab Trust
Nevada
$596K +$596K +17,369 New
FA
596
FSA Advisors
Michigan
$595K -$1.4K -43 -0.2%
NWMG
597
National Wealth Management Group
Ohio
$586K +$652 +19 +0.1%
FVWA
598
Foster Victor Wealth Advisors
South Carolina
$584K +$1.62K +47 +0.3%
SPC
599
Sigma Planning Corp
Michigan
$581K +$114K +3,311 +24%
PFA
600
Pettinga Financial Advisors
Indiana
$581K