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Dimensional US Core Equity 2 ETF

353 hedge funds and large institutions have $5.62B invested in Dimensional US Core Equity 2 ETF in 2021 Q2 according to their latest regulatory filings, with 352 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+352
Holders Change %
+35,200%
% of All Funds
6.16%
Holding in Top 10
47
Holding in Top 10 Change
+47
Holding in Top 10 Change %
%
% of All Funds
0.82%
New
352
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AL
76
Aspiriant LLC
California
$7.74M +$7.74M +286,890 New
Betterment LLC
77
Betterment LLC
New York
$7.59M +$7.59M +281,292 New
CFA
78
Cahill Financial Advisors
Minnesota
$7.41M +$7.41M +274,635 New
KOMWMG
79
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.39M +$7.39M +273,790 New
COF
80
Capital One Financial
Virginia
$6.9M +$6.9M +255,729 New
BJL
81
Brighton Jones LLC
Washington
$6.88M +$6.88M +255,061 New
Creative Planning
82
Creative Planning
Kansas
$6.84M +$6.84M +253,484 New
ZF
83
Zhang Financial
Michigan
$6.83M +$6.83M +253,082 New
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$6.45M +$6.45M +239,071 New
AWP
85
Abacus Wealth Partners
California
$6.35M +$6.35M +235,430 New
WFA
86
Wipfli Financial Advisors
Wisconsin
$6.29M +$6.29M +233,029 New
SIAG
87
Safeguard Investment Advisory Group
California
$6.25M +$6.25M +231,746 New
PAS
88
Park Avenue Securities
New York
$6.01M +$6.01M +222,896 New
RSWM
89
Robertson Stephens Wealth Management
California
$5.96M +$5.96M +220,950 New
EWA
90
EP Wealth Advisors
California
$5.82M +$5.82M +215,557 New
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$5.78M +$5.78M +214,241 New
DAS
92
Dynamic Advisor Solutions
Arizona
$5.42M +$5.42M +200,716 New
NAS
93
Nicolet Advisory Services
Wisconsin
$5.29M +$5.29M +196,027 New
MAM
94
McCarthy Asset Management
California
$5.2M +$5.2M +192,699 New
RPCA
95
Running Point Capital Advisors
California
$5.2M +$5.2M +192,599 New
NHC
96
Nicholas Hoffman & Company
Georgia
$5.03M +$5.03M +186,373 New
BWA
97
BlueSky Wealth Advisors
North Carolina
$4.97M +$4.97M +184,199 New
PWA
98
Physician Wealth Advisors
Utah
$4.81M +$4.81M +179,558 New
Northern Trust
99
Northern Trust
Illinois
$4.72M +$4.72M +174,947 New
Truist Financial
100
Truist Financial
North Carolina
$4.64M +$4.64M +171,982 New