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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 %
MWM
151
Marietta Wealth Management
Georgia
$1.9M +$5.26K +198 +0.3%
5L
152
55I LLC
Massachusetts
$1.89M +$1.54M +57,886 +439%
CWA
153
Clarus Wealth Advisors
Arizona
$1.86M +$44.5K +1,654 +2%
PCA
154
Pallas Capital Advisors
Massachusetts
$1.81M +$165K +5,773 +10%
RCAG
155
Rehmann Capital Advisory Group
Michigan
$1.77M +$449K +18,760 +34%
AFA
156
American Financial Advisors
Georgia
$1.76M +$1.04K +39 +0.1%
CPWM
157
Cypress Point Wealth Management
Texas
$1.68M
LFG
158
Larson Financial Group
Missouri
$1.5M +$3.96K +149 +0.3%
YAL
159
Your Advocates Ltd
Texas
$1.48M
EA
160
Efficient Advisors
Ohio
$1.46M +$108K +4,075 +8%
PSUF
161
People's United Financial
Connecticut
$1.46M +$1.81K +68 +0.1%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$1.44M +$56.9K +2,141 +4%
US Bancorp
163
US Bancorp
Minnesota
$1.44M +$1.09M +40,872 +306%
KPWS
164
Kestra Private Wealth Services
Texas
$1.43M -$107K -4,013 -7%
SFM
165
Signet Financial Management
New Jersey
$1.42M -$1.97K -74 -0.1%
GAM
166
Gemmer Asset Management
California
$1.41M +$56.6K +2,131 +4%
OPWM
167
Oakwell Private Wealth Management
Texas
$1.34M -$546K -20,536 -29%
CPWM
168
Cardinal Point Wealth Management
California
$1.34M
WS
169
Wedbush Securities
California
$1.31M -$2.39K -90 -0.2%
CB
170
Commerce Bank
Missouri
$1.29M
AFS
171
Annapolis Financial Services
Maryland
$1.29M +$988K +37,204 +333%
QPWM
172
Quadrant Private Wealth Management
Pennsylvania
$1.29M +$1.29M +48,344 New
BCP
173
Blue Chip Partners
Michigan
$1.27M +$3.53K +133 +0.3%
Wells Fargo
174
Wells Fargo
California
$1.23M -$397K -14,930 -24%
BP
175
Ballentine Partners
Massachusetts
$1.23M