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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 %
MFA
601
Morling Financial Advisors
California
$463K
Bessemer Group
602
Bessemer Group
New Jersey
$463K +$163K +5,110 +54%
RA
603
Rockingstone Advisors
Massachusetts
$462K
Natixis Advisors
604
Natixis Advisors
Massachusetts
$459K -$11.4K -357 -2%
LFG
605
Lockerman Financial Group
California
$459K
HFA
606
Highland Financial Advisors
New Jersey
$455K
RA
607
Regis Acquisition
Colorado
$445K +$894 +28 +0.2%
FIA
608
Foundations Investment Advisors
Arizona
$444K +$415 +13 +0.1%
SHGA
609
Sand Hill Global Advisors
California
$440K -$15.5K -484 -3%
BIA
610
Barry Investment Advisors
Massachusetts
$436K +$47.7K +1,494 +12%
CTC
611
Central Trust Company
Missouri
$435K
TA
612
Tectonic Advisors
Texas
$426K +$426K +13,331 New
DWP
613
Destiny Wealth Partners
Florida
$426K
MFT
614
Moisand Fitzgerald Tamayo
Florida
$414K -$87.1K -2,726 -17%
NW
615
NewEdge Wealth
Pennsylvania
$413K
HWM
616
Horizon Wealth Management
Illinois
$413K +$84K +2,629 +26%
PFS
617
Prospera Financial Services
Texas
$411K +$91.7K +2,870 +29%
HA
618
Hanover Advisors
South Carolina
$408K +$67.1K +2,100 +20%
KWS
619
Keystone Wealth Services
California
$406K
SAI
620
Savvy Advisors Inc
New York
$401K +$401K +12,554 New
GWANC
621
Guardian Wealth Advisors (North Carolina)
North Carolina
$400K +$831 +26 +0.2%
BCM
622
Blume Capital Management
California
$399K -$7.99K -250 -2%
EGWAG
623
Elwood & Goetz Wealth Advisory Group
Georgia
$398K
Empower Advisory Group
624
Empower Advisory Group
Colorado
$397K
VF
625
Vista Finance
Missouri
$383K