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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 %
CAM
626
CPA Asset Management
Florida
$421K -$138K -4,277 -25%
MWM
627
Modern Wealth Management
Kansas
$413K +$413K +12,805 New
KWS
628
Keystone Wealth Services
California
$409K
GWANC
629
Guardian Wealth Advisors (North Carolina)
North Carolina
$405K +$1.23K +38 +0.3%
EFP
630
EnRich Financial Partners
Wisconsin
$402K -$86.1K -2,670 -18%
Empower Advisory Group
631
Empower Advisory Group
Colorado
$400K
BCM
632
Blume Capital Management
California
$400K -$3.22K -100 -0.8%
BRWA
633
B. Riley Wealth Advisors
Florida
$396K -$15.2K -472 -4%
VF
634
Vista Finance
Missouri
$387K
SFC
635
SYM Financial Corp
Indiana
$385K
IF
636
Intrua Financial
Texas
$384K
CIC
637
Cutler Investment Counsel
Oregon
$384K
RIS
638
Retirement Income Solutions
Michigan
$384K -$105K -3,259 -21%
ECM
639
Exchange Capital Management
Michigan
$383K -$112K -3,485 -23%
EGWAG
640
Elwood & Goetz Wealth Advisory Group
Georgia
$374K -$28.4K -882 -7%
BAM
641
BOS Asset Management
Illinois
$371K +$10.1K +314 +3%
WI
642
Wintrust Investments
Illinois
$371K +$371K +11,521 New
VH
643
Visionary Horizons
Tennessee
$371K
HA
644
Hanover Advisors
South Carolina
$368K -$43.1K -1,338 -10%
FAT
645
First American Trust
California
$366K
HGERS
646
Householder Group Estate & Retirement Specialist
Arizona
$363K +$94.7K +2,940 +35%
GGS
647
Galvin Gaustad & Stein
Arizona
$357K +$49.5K +1,534 +16%
WP
648
WealthShield Partners
North Carolina
$357K +$548 +17 +0.2%
MCM
649
Monument Capital Management
Virginia
$355K
CFGS
650
Concourse Financial Group Securities
Alabama
$351K -$7.13K -221 -2%