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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 %
Empower Advisory Group
601
Empower Advisory Group
Colorado
$363K +$37.7K +1,291 +12%
US Bancorp
602
US Bancorp
Minnesota
$361K -$22.2K -758 -6%
CCMG
603
Clark Capital Management Group
Pennsylvania
$360K
CIC
604
Cutler Investment Counsel
Oregon
$358K
SFC
605
SYM Financial Corp
Indiana
$356K +$3.01K +103 +0.9%
BIA
606
Barry Investment Advisors
Massachusetts
$355K +$355K +12,160 New
VF
607
Vista Finance
Missouri
$351K
Qube Research & Technologies (QRT)
608
Qube Research & Technologies (QRT)
United Kingdom
$349K +$164K +5,600 +88%
IF
609
Intrua Financial
Texas
$349K
VH
610
Visionary Horizons
Tennessee
$348K +$348K +11,905 New
BTI
611
Blue Trust Inc
Georgia
$342K +$5.67K +216 +2%
SFG
612
Synergy Financial Group
California
$342K +$342K +11,699 New
Kovitz Investment Group Partners
613
Kovitz Investment Group Partners
Illinois
$338K -$14.6K -501 -4%
CTA
614
Camelot Technology Advisors
California
$335K +$335K +11,447 New
WT
615
Washington Trust
Rhode Island
$334K
HWM
616
HB Wealth Management
Georgia
$332K
CFGS
617
Concourse Financial Group Securities
Alabama
$329K -$20.5K -700 -6%
WCM
618
Wealthcare Capital Management
Virginia
$328K -$55.3K -1,892 -14%
MCM
619
Monument Capital Management
Virginia
$322K
GCM
620
G2 Capital Management
Ohio
$322K -$31K -1,061 -9%
AF
621
Apollon Financial
South Carolina
$318K +$318K +10,879 New
GEA
622
Glen Eagle Advisors
New Jersey
$315K
BAM
623
BOS Asset Management
Illinois
$314K +$78.2K +2,676 +33%
HA
624
Hanover Advisors
South Carolina
$312K +$312K +10,660 New
RIA
625
Regal Investment Advisors
Michigan
$310K