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Dimensional US Core Equity 2 ETF

646 hedge funds and large institutions have $15.7B invested in Dimensional US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 289 increasing their positions, 160 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+32
Holders Change %
+5.21%
% of All Funds
10.34%
Holding in Top 10
159
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.25%
% of All Funds
2.54%
New
66
Increased
289
Reduced
160
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
626
WealthPLAN Partners
Nebraska
$83.5K +$83.5K +3,278 New
CIAS
627
Capital Investment Advisory Services
North Carolina
$58.6K +$1.27K +50 +2%
HIA
628
Harbor Investment Advisory
Maryland
$57.8K
AIA
629
Arcadia Investment Advisors
Idaho
$49.2K
EWP
630
Elevation Wealth Partners
California
$46.2K +$46.2K +1,814 New
AWM
631
Angeles Wealth Management
California
$38.8K +$38.8K +1,523 New
IGWM
632
ICA Group Wealth Management
Colorado
$34.2K -$270K -10,608 -89%
PNC Financial Services Group
633
PNC Financial Services Group
Pennsylvania
$28.9K +$28.9K +1,134 New
Qube Research & Technologies (QRT)
634
Qube Research & Technologies (QRT)
United Kingdom
$26.4K -$147K -5,781 -85%
FCA
635
Fortis Capital Advisors
Kansas
$22.8K
JFA
636
JNBA Financial Advisors
Minnesota
$21.9K
AWM
637
Accel Wealth Management
Iowa
$20K
LF
638
Lee Financial
Texas
$16.9K +$16.9K +662 New
Bank of Montreal
639
Bank of Montreal
Ontario, Canada
$16.7K +$2.35K +92 +16%
GWSA
640
Global Wealth Strategies & Associates
Colorado
$15.1K
SSB
641
Sandy Spring Bank
Maryland
$13.8K +$25 +1 +0.2%
AWM
642
Avior Wealth Management
Nebraska
$11.9K
CWM
643
Cranbrook Wealth Management
Michigan
$5.28K +$5.28K +207 New
ACA
644
Atlas Capital Advisors
Wyoming
$4.66K
NSG
645
Nalls Sherbakoff Group
Tennessee
$3.32K +$3.32K +132 New
JWM
646
Janiczek Wealth Management
Colorado
$2.28K
TFGT
647
TS Financial Group (TSFG)
Illinois
$1K
Wolverine Trading
648
Wolverine Trading
Illinois
-$1.31M -54,122 Closed
HSA
649
HBK Sorce Advisory
Pennsylvania
-$59K -50,000 Closed
DWT
650
Dorsey & Whitney Trust
South Dakota
-$501K -20,614 Closed