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Dimensional US Core Equity 2 ETF

386 hedge funds and large institutions have $5.64B invested in Dimensional US Core Equity 2 ETF in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+33
Holders Change %
+9.35%
% of All Funds
6.78%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.88%
New
61
Increased
122
Reduced
105
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
101
Physician Wealth Advisors
Utah
$4.99M +$34.3K +1,242 +0.7%
NHC
102
Nicholas Hoffman & Company
Georgia
$4.95M +$53 +2 +0%
BWA
103
BlueSky Wealth Advisors
North Carolina
$4.76M -$138K -5,185 -3%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$4.59M -$1.11M -41,697 -19%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$4.47M +$22.2K +837 +0.5%
SCM
106
Southport Capital Management
Tennessee
$4.46M
OPS
107
Orion Portfolio Solutions
Nebraska
$4.17M +$470K +17,689 +13%
MGIA
108
Moneta Group Investment Advisors
Missouri
$3.96M -$34.4K -1,296 -0.9%
Northern Trust
109
Northern Trust
Illinois
$3.92M -$726K -27,309 -16%
SDWIA
110
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.86M +$203K +7,625 +6%
HWMA
111
Heritage Wealth Management (Arizona)
Arizona
$3.58M +$3.58M +134,884 New
LFAS
112
Level Four Advisory Services
Texas
$3.54M -$557K -20,962 -14%
GWS
113
Glassman Wealth Services
Virginia
$3.53M -$151K -5,690 -4%
APW
114
Aurora Private Wealth
New Jersey
$3.45M -$189K -7,122 -5%
CA
115
CGN Advisors
Kansas
$3.29M -$7.86K -296 -0.2%
PP
116
Prosperity Planning
Missouri
$3.2M +$3.2M +120,303 New
PA
117
Parallel Advisors
California
$3.15M
Stifel Financial
118
Stifel Financial
Missouri
$3.08M +$214K +8,065 +7%
CG
119
Colony Group
Massachusetts
$3.07M -$9.57K -360 -0.3%
BDF
120
Balasa Dinverno & Foltz
$2.98M +$1.16M +43,622 +64%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$2.97M +$97.5K +3,670 +3%
MCM
122
MAI Capital Management
Ohio
$2.89M
FOA
123
Five Oceans Advisors
California
$2.85M +$2.85M +107,327 New
OIA
124
OneDigital Investment Advisors
Kansas
$2.78M +$39.2K +1,477 +1%
BOS
125
Bingham Osborn & Scarborough
California
$2.76M +$2.76M +104,038 New