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Dimensional US Core Equity 2 ETF

794 hedge funds and large institutions have $21.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 347 increasing their positions, 207 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.51%
Holding in Top 10
201
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.52%
% of All Funds
2.91%
New
70
Increased
347
Reduced
207
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NPP
701
New Potomac Partners
Maryland
$249K
CA
702
Clearstead Advisors
Ohio
$248K
LC
703
Lincoln Capital
Nebraska
$248K
LEFP
704
Leading Edge Financial Planning
Tennessee
$244K -$6.49K -203 -3%
SAM
705
Stansberry Asset Management
Texas
$241K +$241K +7,546 New
BWA
706
BlueChip Wealth Advisors
Georgia
$236K
MJRIC
707
Mogy Joel R Investment Counsel
California
$236K
SC
708
Scotia Capital
Ontario, Canada
$235K
SLA
709
Silver Lake Advisory
Utah
$232K +$232K +7,274 New
HGWM
710
Horst & Graben Wealth Management
Oregon
$232K +$288 +9 +0.1%
CFA
711
Camarda Financial Advisors
Florida
$232K
ATPW
712
Ashton Thomas Private Wealth
Arizona
$232K
HTC
713
Haverford Trust Company
Pennsylvania
$231K
CC
714
Chicago Capital
Illinois
$229K
HWP
715
Hibernia Wealth Partners
Louisiana
$228K +$351 +11 +0.2%
AWA
716
Acorn Wealth Advisors
Michigan
$228K
RCS
717
Retirement Capital Strategies
California
$227K
PIA
718
Panoramic Investment Advisors
Colorado
$226K +$226K +7,088 New
SAM
719
Strategy Asset Managers
California
$226K +$320 +10 +0.1%
I
720
INVST
Indiana
$224K -$50.2K -1,579 -18%
ERWM
721
Elk River Wealth Management
Colorado
$223K -$33.9K -1,062 -13%
RVPG
722
Relative Value Partners Group
$222K +$222K +7,602 New
CPSAC
723
Chas P. Smith & Associates (CPS)
Florida
$222K
GCIM
724
Gunn & Company Investment Management
Florida
$222K
MWC
725
MBM Wealth Consultants
Missouri
$222K