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Dimensional US Core Equity 2 ETF

386 hedge funds and large institutions have $5.64B invested in Dimensional US Core Equity 2 ETF in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+33
Holders Change %
+9.35%
% of All Funds
6.78%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.88%
New
61
Increased
122
Reduced
105
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$23.7M -$348K -13,090 -1%
Mariner
52
Mariner
Kansas
$23.7M +$10.9M +409,116 +85%
MML Investors Services
53
MML Investors Services
Massachusetts
$21.4M +$4.9M +184,573 +30%
CPIG
54
Chicago Partners Investment Group
Illinois
$20.3M -$13.9K -483 -0.1%
PWM
55
PBMares Wealth Management
Virginia
$19.1M +$2.39M +89,776 +14%
AF
56
Advisornet Financial
Minnesota
$18.5M +$18.5M +697,320 New
VCM
57
Versant Capital Management
Arizona
$18M +$18M +678,194 New
NWM
58
Northwest Wealth Management
Iowa
$17.8M +$1.63M +61,172 +10%
BAM
59
Baldrige Asset Management
Pennsylvania
$17.6M -$37.6K -1,415 -0.2%
SSC
60
Syverson Strege & Co
Iowa
$17.4M +$206K +7,748 +1%
EH
61
Equitable Holdings
New York
$17.3M +$274K +10,325 +2%
NEWAS
62
N.E.W. Advisory Services
Wisconsin
$17.2M -$299K -11,243 -2%
SDH
63
Sloy Dahl & Holst
Washington
$14.9M +$14.9M +560,381 New
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$14.4M -$12.6K -473 -0.1%
B
65
Bridgeworth
Alabama
$14.1M +$1.57K +59 +0%
MFG
66
Merit Financial Group
Georgia
$12.9M -$21.4K -807 -0.2%
TI
67
Truepoint Inc
Ohio
$12.5M +$12.5M +481,911 New
AW
68
Avion Wealth
Texas
$11.8M -$342K -12,866 -3%
SP
69
Symmetry Partners
Connecticut
$11.5M -$675K -25,128 -6%
Truist Financial
70
Truist Financial
North Carolina
$11.3M +$6.72M +253,023 +147%
FMWA
71
Forvis Mazars Wealth Advisors
Missouri
$10.3M +$648K +24,405 +7%
WAG
72
Winthrop Advisory Group
Massachusetts
$10.2M -$140K -5,276 -1%
RFC
73
Regions Financial Corp
Alabama
$9.84M +$9.84M +370,382 New
IAN
74
Integrated Advisors Network
Texas
$9.47M +$615K +23,138 +7%
MG
75
MilWealth Group
Wisconsin
$9M +$101K +3,786 +1%