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Dimensional US Core Equity 2 ETF

820 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 332 increasing their positions, 243 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.93%
Holding in Top 10
202
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.94%
New
65
Increased
332
Reduced
243
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
726
Accel Wealth Management
Iowa
$234K -$268K -8,327 -53%
HTC
727
Haverford Trust Company
Pennsylvania
$233K
CC
728
Chicago Capital
Illinois
$231K
WN
729
Williams & Novak
California
$231K +$231K +7,160 New
EFS
730
Essex Financial Services
Connecticut
$230K +$230K +7,220 New
RCS
731
Retirement Capital Strategies
California
$229K
MWC
732
MBM Wealth Consultants
Missouri
$226K
GCIM
733
Gunn & Company Investment Management
Florida
$224K
CPSAC
734
Chas P. Smith & Associates (CPS)
Florida
$224K
AFG
735
Atomi Financial Group
New York
$224K +$224K +6,940 New
AAG
736
Armstrong Advisory Group
Massachusetts
$222K
SI
737
Stephens Inc
Arkansas
$222K
LC
738
Lindbrook Capital
California
$221K
CRC
739
Curi RMB Capital
Illinois
$221K +$645 +20 +0.3%
EFG
740
Embree Financial Group
Illinois
$220K
SF
741
Synovus Financial
Georgia
$220K +$709 +22 +0.3%
GLLW
742
Graves Light Lenhart Wealth
Virginia
$218K +$580 +18 +0.3%
NGA
743
Naples Global Advisors
Florida
$215K
BIM
744
Bridges Investment Management
Nebraska
$214K +$4.84K +150 +2%
JC
745
Jentner Corp
Ohio
$214K
OAS
746
Optivise Advisory Services
Tennessee
$212K +$212K +6,585 New
WDL
747
Well Done LLC
Michigan
$212K
TW
748
Transform Wealth
Colorado
$212K +$212K +6,567 New
RWP
749
Ridgecrest Wealth Partners
California
$211K
ERWM
750
Elk River Wealth Management
Colorado
$211K -$14.3K -442 -6%