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Dimensional US Core Equity 2 ETF

852 hedge funds and large institutions have $24.3B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 356 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.32%
Holding in Top 10
208
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.97%
% of All Funds
3.01%
New
65
Increased
356
Reduced
238
Closed
23
Calls
$2.61M
Puts
Net Calls
+$2.61M
Net Calls Change
+$2.61M
Name Holding Trade Value Shares
Change
Shares
Change %
EGA
701
E&G Advisors
Texas
$320K +$320K +9,320 New
SWM
702
Spire Wealth Management
Virginia
$319K
FCG
703
Fielder Capital Group
Tennessee
$319K -$555K -16,173 -63%
HFS
704
Horizon Financial Services
North Carolina
$319K
NAM
705
NorthCrest Asset Manangement
Minnesota
$318K
HWM
706
Horizon Wealth Management
Illinois
$317K -$5.32K -155 -2%
GD
707
Grandfield & Dodd
New York
$310K
FFWA
708
FRG Family Wealth Advisors
Washington
$309K +$857 +25 +0.3%
KWAG
709
Kiely Wealth Advisory Group
North Carolina
$308K +$308K +8,539 New
WAG
710
Wallace Advisory Group
California
$307K
EA
711
Ellsworth Advisors
Ohio
$306K +$823 +24 +0.3%
MAG
712
Mokosak Advisory Group
Iowa
$305K -$13.9K -405 -4%
SWA
713
Strategies Wealth Advisors
Michigan
$301K -$17.1K -499 -5%
M1FG
714
Mach-1 Financial Group
Arkansas
$298K
TF
715
Tenon Financial
New Jersey
$297K
HFP
716
Holistic Financial Partners
Indiana
$296K -$377 -11 -0.1%
Ameriprise
717
Ameriprise
Minnesota
$296K +$40.8K +1,191 +16%
WN
718
Williams & Novak
California
$295K +$49.6K +1,446 +20%
PMFA
719
Plante Moran Financial Advisors
Michigan
$291K -$9.57K -279 -3%
ML
720
McAdam LLC
Pennsylvania
$289K
CD
721
Chapin Davis
Maryland
$288K
SQA
722
Simon Quick Advisors
New Jersey
$288K +$288K +8,395 New
KFAA
723
Klaas Financial Asset Advisors
Illinois
$287K
SAM
724
Synergy Asset Management
Washington
$282K
FNA
725
First National Advisers
Nebraska
$280K