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Dimensional US Core Equity 2 ETF

665 hedge funds and large institutions have $15.1B invested in Dimensional US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 309 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+19
Holders Change %
+2.94%
% of All Funds
10.49%
Holding in Top 10
157
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.26%
% of All Funds
2.48%
New
44
Increased
309
Reduced
165
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EK
601
Evensky & Katz
Florida
$231K +$680 +25 +0.3%
HI
602
Harbour Investments
Wisconsin
$231K
WPC
603
Wedmont Private Capital
Pennsylvania
$231K
BAM
604
Belpointe Asset Management
Nevada
$230K -$3M -110,586 -93%
ML
605
McAdam LLC
Pennsylvania
$229K
KFAA
606
Klaas Financial Asset Advisors
Illinois
$227K
CCMG
607
Clark Capital Management Group
Pennsylvania
$227K +$227K +8,363 New
HBT
608
Hills Bank & Trust
Iowa
$227K
SFS
609
Summit Financial Strategies
Ohio
$224K
SF
610
Synovus Financial
Georgia
$224K +$787 +29 +0.4%
LEFP
611
Leading Edge Financial Planning
Tennessee
$221K +$7.55K +278 +4%
MSFS
612
Main Street Financial Solutions
Pennsylvania
$215K +$215K +7,935 New
CA
613
Clearstead Advisors
Ohio
$213K -$17.5K -643 -8%
WA
614
Waddell & Associates
Tennessee
$213K +$213K +7,840 New
NPP
615
New Potomac Partners
Maryland
$211K +$211K +7,780 New
LC
616
Lincoln Capital
Nebraska
$211K +$211K +7,766 New
LSA
617
Lion Street Advisors
Texas
$207K -$43.8K -1,555 -17%
HTC
618
Haverford Trust Company
Pennsylvania
$207K +$207K +7,609 New
HGWM
619
Horst & Graben Wealth Management
Oregon
$202K +$202K +7,436 New
BTI
620
Blue Trust Inc
Georgia
$201K +$82.6K +3,236 +70%
VBWMG
621
Von Berge Wealth Management Group
California
$201K +$201K +7,394 New
MJRIC
622
Mogy Joel R Investment Counsel
California
$200K
PMFA
623
Plante Moran Financial Advisors
Michigan
$190K
BWA
624
BDO Wealth Advisors
Florida
$188K -$45.4K -1,674 -19%
LC
625
Lindbrook Capital
California
$186K