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Dimensional US Core Equity 2 ETF

760 hedge funds and large institutions have $18.9B invested in Dimensional US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 284 increasing their positions, 223 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+78
Holders Change %
+11.44%
% of All Funds
11.14%
Holding in Top 10
198
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+20.73%
% of All Funds
2.9%
New
116
Increased
284
Reduced
223
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ME
726
McIlrath & Eck
Washington
$118K -$21.6K -740 -16%
AWM
727
Avondale Wealth Management
Texas
$117K
RP
728
Rowlandmiller & Partners
Georgia
$113K
MAWCM
729
Mine & Arao Wealth Creation & Management
California
$113K
BF
730
BOK Financial
Oklahoma
$109K
FHA
731
First Horizon Advisors
Tennessee
$107K
MCA
732
Maryland Capital Advisors
Maryland
$90.4K
PNC Financial Services Group
733
PNC Financial Services Group
Pennsylvania
$85.6K
HIA
734
Harbor Investment Advisory
Maryland
$77.1K +$10.8K +368 +16%
GWSA
735
Global Wealth Strategies & Associates
Colorado
$69.5K
GI
736
Gradient Investments
Minnesota
$65.6K +$14.7K +503 +29%
SL
737
Salomon & Ludwin
Virginia
$64.6K
CBT
738
CoreFirst Bank & Trust
Kansas
$62.4K +$62.4K +2,136 New
TC
739
Truvestments Capital
Florida
$59.6K -$65.1K -2,228 -52%
CIAS
740
Capital Investment Advisory Services
North Carolina
$56.1K -$22.8K -780 -29%
AIA
741
Arcadia Investment Advisors
Idaho
$50.8K
LF
742
Lee Financial
Texas
$46.2K
AWM
743
Angeles Wealth Management
California
$44.5K
CFS
744
CGC Financial Services
Oregon
$31.3K
EWP
745
Elevation Wealth Partners
California
$29.3K
AWM
746
Able Wealth Management
New Jersey
$29.2K +$29.2K +998 New
TRCT
747
Tower Research Capital (TRC)
New York
$24.2K -$12.5K -427 -34%
JFA
748
JNBA Financial Advisors
Minnesota
$21.2K -$1.08K -37 -5%
VAMG
749
Voisard Asset Management Group
Michigan
$19.9K +$19.9K +682 New
BFO
750
Biltmore Family Office
North Carolina
$18.4K