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Dimensional US Core Equity 2 ETF

760 hedge funds and large institutions have $18.9B invested in Dimensional US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 284 increasing their positions, 223 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+78
Holders Change %
+11.44%
% of All Funds
11.14%
Holding in Top 10
198
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+20.73%
% of All Funds
2.9%
New
116
Increased
284
Reduced
223
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HGERS
676
Householder Group Estate & Retirement Specialist
Arizona
$243K +$21.5K +738 +10%
MSFS
677
Main Street Financial Solutions
Pennsylvania
$243K +$11K +377 +5%
SAM
678
Synergy Asset Management
Washington
$240K
FNA
679
First National Advisers
Nebraska
$238K +$238K +8,158 New
HBT
680
Hills Bank & Trust
Iowa
$238K
EFG
681
Embree Financial Group
Illinois
$238K +$238K +8,132 New
ERWM
682
Elk River Wealth Management
Colorado
$235K -$17.4K -595 -7%
BRWA
683
B. Riley Wealth Advisors
Florida
$232K -$141K -4,823 -38%
CA
684
Clearstead Advisors
Ohio
$230K -$230K -7,857 -50%
WA
685
Waddell & Associates
Tennessee
$229K
LEFP
686
Leading Edge Financial Planning
Tennessee
$229K +$58 +2 +0%
TCWM
687
Total Clarity Wealth Management
Illinois
$228K +$228K +7,785 New
NPP
688
New Potomac Partners
Maryland
$227K
LC
689
Lincoln Capital
Nebraska
$227K
ICM
690
IMS Capital Management
Oregon
$225K +$225K +7,706 New
BWA
691
BlueChip Wealth Advisors
Georgia
$216K +$216K +7,391 New
MJRIC
692
Mogy Joel R Investment Counsel
California
$216K
VBWMG
693
Von Berge Wealth Management Group
California
$215K +$215K +7,429 New
SC
694
Scotia Capital
Ontario, Canada
$215K +$215K +7,350 New
CFA
695
Camarda Financial Advisors
Florida
$212K +$212K +7,267 New
HGWM
696
Horst & Graben Wealth Management
Oregon
$212K +$212K +7,259 New
ATPW
697
Ashton Thomas Private Wealth
Arizona
$212K +$212K +7,246 New
HTC
698
Haverford Trust Company
Pennsylvania
$212K +$212K +7,239 New
CC
699
Chicago Capital
Illinois
$209K +$209K +7,167 New
AWA
700
Acorn Wealth Advisors
Michigan
$209K +$209K +7,139 New