DFAC icon

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 %
SCM
101
Southport Capital Management
Tennessee
$4.52M +$4.52M +167,655 New
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$4.52M +$4.52M +167,385 New
APA
103
American Portfolios Advisors
New York
$4.24M +$4.24M +157,189 New
LFAS
104
Level Four Advisory Services
Texas
$4.16M +$4.16M +154,204 New
MGIA
105
Moneta Group Investment Advisors
Missouri
$4.05M +$4.05M +150,148 New
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$3.88M +$3.88M +143,767 New
OPS
107
Orion Portfolio Solutions
Nebraska
$3.76M +$3.76M +139,220 New
GWS
108
Glassman Wealth Services
Virginia
$3.74M +$3.74M +138,589 New
SDWIA
109
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.71M +$3.71M +137,495 New
APW
110
Aurora Private Wealth
New Jersey
$3.7M +$3.7M +137,135 New
CA
111
CGN Advisors
Kansas
$3.35M +$3.35M +124,284 New
PA
112
Parallel Advisors
California
$3.19M +$3.19M +118,367 New
CG
113
Colony Group
Massachusetts
$3.13M +$3.13M +115,898 New
MCM
114
MAI Capital Management
Ohio
$2.93M +$2.93M +108,645 New
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$2.92M +$2.92M +108,256 New
Stifel Financial
116
Stifel Financial
Missouri
$2.91M +$2.91M +107,791 New
OIA
117
OneDigital Investment Advisors
Kansas
$2.78M +$2.78M +103,091 New
AWM
118
AE Wealth Management
Kansas
$2.65M +$2.65M +98,168 New
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$2.52M +$2.52M +93,446 New
BA
120
Bridgewater Advisors
New York
$2.51M +$2.51M +93,119 New
Fidelity Investments
121
Fidelity Investments
Massachusetts
$2.48M +$2.48M +92,038 New
TF
122
TIAA FSB
Florida
$2.47M +$2.47M +91,695 New
AWM
123
Aprio Wealth Management
Georgia
$2.46M +$2.46M +91,256 New
AM
124
Atwater Malick
Pennsylvania
$2.41M +$2.41M +89,211 New
MIAN
125
Mariner Independent Advisor Network
Kansas
$2.37M +$2.37M +87,739 New