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Dimensional US Core Equity 2 ETF

546 hedge funds and large institutions have $8.59B invested in Dimensional US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 184 increasing their positions, 131 reducing their positions, and 27 closing their positions.

Holders
546
Holders Change
+87
Holders Change %
+18.95%
% of All Funds
9.23%
Holding in Top 10
115
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.56%
% of All Funds
1.94%
New
120
Increased
184
Reduced
131
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
51
Sax Wealth Advisors
New Jersey
$41.4M +$3.23M +138,778 +8%
TFA
52
Triad Financial Advisors
North Carolina
$40.4M -$1.32M -56,440 -3%
KAM
53
KEB Asset Management
Illinois
$40M -$716K -30,738 -2%
MWM
54
Modera Wealth Management
New Jersey
$39.2M +$432K +18,522 +1%
BBNB
55
Baker Boyer National Bank
Washington
$38.3M -$650K -27,898 -2%
FAAM
56
First Ascent Asset Management
Colorado
$38.2M +$2.18M +93,554 +6%
NCM
57
New Capital Management
Texas
$37.7M +$37.7M +1,574,701 New
UBS Group
58
UBS Group
Switzerland
$37.3M -$3.1M -133,023 -8%
CPA
59
Capital Performance Advisors
California
$36.7M -$956K -41,029 -3%
PAG
60
Private Advisor Group
New Jersey
$36.1M +$36.1M +1,548,549 New
LNC
61
Lincoln National Corp
Pennsylvania
$35.8M +$476K +20,417 +1%
SC
62
Shearwater Capital
Colorado
$35.8M +$569K +24,429 +2%
ADL
63
Asset Dedication LLC
California
$34.9M +$4.5M +193,149 +15%
PWM
64
Perigon Wealth Management
California
$34.5M -$661K -28,360 -2%
TWA
65
TCI Wealth Advisors
Arizona
$34.1M -$3.05M -131,082 -8%
VW
66
Vance Wealth
California
$33.2M +$33.2M +1,424,828 New
HNWA
67
Henrickson Nauta Wealth Advisors
Michigan
$33.2M -$294K -12,602 -0.9%
MHS
68
M Holdings Securities
Oregon
$33M +$3.98M +170,647 +14%
KAS
69
Kestra Advisory Services
Texas
$32.3M +$708K +30,378 +2%
CL
70
CPWM LLC
Washington
$31.9M -$4.63M -198,683 -13%
BPA
71
Beacon Pointe Advisors
California
$31.7M +$1.39M +59,581 +5%
CWR
72
Chico Wealth RIA
California
$31.1M +$8.1M +347,727 +35%
LFA
73
Lauterbach Financial Advisors
Texas
$30.7M +$305K +13,079 +1%
CA
74
Claris Advisors
Missouri
$29.2M +$1.3M +55,915 +5%
UB
75
UMB Bank
Missouri
$28M -$1.01M -43,510 -3%