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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 %
BBA
676
BLB&B Advisors
Pennsylvania
$305K
HWM
677
Horizon Wealth Management
Illinois
$303K -$113K -3,508 -27%
MA
678
McBroom & Associates
Nevada
$303K
SFS
679
Summit Financial Strategies
Ohio
$301K
MC
680
Matisse Capital
Oregon
$301K +$903 +28 +0.3%
SWM
681
Spire Wealth Management
Virginia
$300K
HFS
682
Horizon Financial Services
North Carolina
$300K
MAG
683
Mokosak Advisory Group
Iowa
$300K +$871 +27 +0.3%
NAM
684
NorthCrest Asset Manangement
Minnesota
$299K
SWA
685
Strategies Wealth Advisors
Michigan
$299K +$193 +6 +0.1%
AWM
686
Angeles Wealth Management
California
$294K
FG
687
Foster Group
Iowa
$292K -$240K -7,436 -45%
GD
688
Grandfield & Dodd
New York
$292K
EA
689
Ellsworth Advisors
Ohio
$287K +$806 +25 +0.3%
PMFA
690
Plante Moran Financial Advisors
Michigan
$283K +$86.2K +2,674 +44%
FFWA
691
FRG Family Wealth Advisors
Washington
$282K +$847 +27 +0.3%
M1FG
692
Mach-1 Financial Group
Arkansas
$280K -$9.67K -300 -3%
TF
693
Tenon Financial
New Jersey
$279K
HFP
694
Holistic Financial Partners
Indiana
$279K +$645 +20 +0.2%
VBWMG
695
Von Berge Wealth Management Group
California
$279K +$20.1K +623 +8%
ML
696
McAdam LLC
Pennsylvania
$272K
DWM
697
Drive Wealth Management
Utah
$271K +$271K +8,410 New
CD
698
Chapin Davis
Maryland
$271K
CWA
699
Cascade Wealth Advisors
Washington
$270K +$270K +8,270 New
KFAA
700
Klaas Financial Asset Advisors
Illinois
$270K