DFAC icon

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 %
CAG
601
Crestwood Advisors Group
Massachusetts
$492K -$82K -2,543 -14%
PCA
602
Providence Capital Advisors
North Carolina
$490K
RWP
603
RWA Wealth Partners
Massachusetts
$489K
AAS
604
Ameritas Advisory Services
Nebraska
$488K -$51K -1,581 -9%
FA
605
Fiduciary Alliance
South Carolina
$477K
WTA
606
Washington Trust Advisors
Massachusetts
$469K
MFA
607
Morling Financial Advisors
California
$467K
Bessemer Group
608
Bessemer Group
New Jersey
$467K
RA
609
Rockingstone Advisors
Massachusetts
$467K
LFG
610
Lockerman Financial Group
California
$463K
BFM
611
Boston Financial Management
Massachusetts
$462K +$462K +14,342 New
HFA
612
Highland Financial Advisors
New Jersey
$460K
Kovitz Investment Group Partners
613
Kovitz Investment Group Partners
Illinois
$459K -$38.6K -1,197 -8%
AA
614
Advisory Alpha
Michigan
$455K -$15.1K -469 -3%
BIA
615
Barry Investment Advisors
Massachusetts
$454K +$14.3K +443 +3%
RA
616
Regis Acquisition
Colorado
$451K +$1.36K +42 +0.3%
SHGA
617
Sand Hill Global Advisors
California
$444K
SPC
618
Sigma Planning Corp
Michigan
$440K -$277K -8,594 -39%
NW
619
NewEdge Wealth
Pennsylvania
$434K
FFA
620
First Foundation Advisors
California
$434K -$290K -9,000 -40%
CTC
621
Central Trust Company
Missouri
$434K -$5.19K -161 -1%
AG
622
Ascent Group
Virginia
$432K -$131K -4,073 -23%
DWP
623
Destiny Wealth Partners
Florida
$430K
MFT
624
Moisand Fitzgerald Tamayo
Florida
$423K +$5.32K +165 +1%
KC
625
Kingfisher Capital
North Carolina
$423K +$423K +13,134 New