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Dimensional US Core Equity 2 ETF

546 hedge funds and large institutions have $8.59B invested in Dimensional US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 184 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+87
Holders Change %
+18.95%
% of All Funds
9.23%
Holding in Top 10
115
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.56%
% of All Funds
1.94%
New
120
Increased
184
Reduced
131
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RK
126
Rather & Kittrell
Tennessee
$11.3M +$390K +16,727 +4%
SDH
127
Sloy Dahl & Holst
Washington
$11.2M -$19.2K -824 -0.2%
MFG
128
Merit Financial Group
Georgia
$11.2M -$66.3K -2,844 -0.6%
Truist Financial
129
Truist Financial
North Carolina
$11.1M +$2.19M +94,180 +25%
AF
130
Advisornet Financial
Minnesota
$11.1M -$8.08M -346,981 -42%
GWS
131
Glassman Wealth Services
Virginia
$11.1M +$11.1M +474,757 New
ZF
132
Zhang Financial
Michigan
$10.6M +$10.3M +442,975 +3,244%
PAS
133
Park Avenue Securities
New York
$9.87M +$134K +5,750 +1%
CFA
134
Cahill Financial Advisors
Minnesota
$9.84M +$809K +34,704 +9%
IAG
135
Investment Advisory Group
Massachusetts
$9.68M +$104K +4,466 +1%
PFM
136
Phillips Financial Management
Indiana
$9.64M +$9.21M +395,334 +2,135%
AW
137
Avion Wealth
Texas
$9.6M -$117K -5,018 -1%
RCAG
138
Rehmann Capital Advisory Group
Michigan
$9.57M +$1.04M +44,684 +12%
IAN
139
Integrated Advisors Network
Texas
$9.17M +$449K +19,290 +5%
JPMPWA
140
J.P. Morgan Private Wealth Advisors
California
$9.14M +$3.94M +169,242 +76%
SWG
141
Summit Wealth Group
Vermont
$9.07M +$688K +29,519 +8%
SC
142
Schubert & Co
Texas
$8.95M -$591K -25,348 -6%
ASI
143
Advisory Services & Investments
Oregon
$8.7M +$8.44M +362,211 +3,249%
FAIM
144
Financial Advocates Investment Management
Washington
$8.63M +$8.63M +370,352 New
RFC
145
Regions Financial Corp
Alabama
$8.6M -$18.9K -809 -0.2%
WAG
146
Winthrop Advisory Group
Massachusetts
$8.57M -$57.3K -2,457 -0.7%
MG
147
MilWealth Group
Wisconsin
$7.46M -$420K -18,012 -5%
DAS
148
Dynamic Advisor Solutions
Arizona
$7.44M +$7.44M +319,217 New
WFA
149
Websterrogers Financial Advisors
South Carolina
$7.35M -$8.5K -365 -0.1%
CWM
150
Cedar Wealth Management
California
$7.04M