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Dimensional US Core Equity 2 ETF

682 hedge funds and large institutions have $15.9B invested in Dimensional US Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 293 increasing their positions, 188 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+17
Holders Change %
+2.56%
% of All Funds
10.87%
Holding in Top 10
164
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.46%
% of All Funds
2.61%
New
49
Increased
293
Reduced
188
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HBT
626
Hills Bank & Trust
Iowa
$213K -$5.24K -200 -2%
BAM
627
BOS Asset Management
Illinois
$211K +$211K +8,070 New
MSFS
628
Main Street Financial Solutions
Pennsylvania
$208K
WA
629
Waddell & Associates
Tennessee
$205K
LEFP
630
Leading Edge Financial Planning
Tennessee
$205K -$7.83K -299 -4%
NPP
631
New Potomac Partners
Maryland
$204K
LC
632
Lincoln Capital
Nebraska
$203K
HGERS
633
Householder Group Estate & Retirement Specialist
Arizona
$199K +$199K +7,590 New
MJRIC
634
Mogy Joel R Investment Counsel
California
$193K
PMFA
635
Plante Moran Financial Advisors
Michigan
$184K
AAG
636
Armstrong Advisory Group
Massachusetts
$180K -$270K -10,289 -60%
LC
637
Lindbrook Capital
California
$179K
RBC
638
Roble Belko & Company
Pennsylvania
$170K
NMG
639
New Millennium Group
Utah
$167K +$603 +23 +0.4%
Qube Research & Technologies (QRT)
640
Qube Research & Technologies (QRT)
United Kingdom
$166K +$166K +6,353 New
BC
641
Bartlett & Co
Ohio
$164K
BCWM
642
Bartlett & Co Wealth Management
Ohio
$164K
TIM
643
Thompson Investment Management
Wisconsin
$146K
OA
644
Operose Advisors
Wisconsin
$146K
SSWM
645
Sheets Smith Wealth Management
North Carolina
$144K +$144K +5,511 New
SSB
646
Sandy Spring Bank
Maryland
$144K -$179K -6,829 -55%
AGWCA
647
Annis Gardner Whiting Capital Advisors
Florida
$142K +$142K +5,406 New
ME
648
McIlrath & Eck
Washington
$125K
GT
649
Glenmede Trust
Pennsylvania
$115K -$133K -5,078 -54%
TC
650
Truvestments Capital
Florida
$112K +$112K +4,267 New