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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 %
PFO
151
Pathstone Family Office
New Jersey
$7M +$7M +300,276 New
RWI
152
Red Wave Investments
Pennsylvania
$6.88M
CIAS
153
CFS Investment Advisory Services
New Jersey
$6.75M -$63.9M -2,743,420 -90%
AL
154
Aspiriant LLC
California
$6.57M -$107K -4,580 -2%
RRCM
155
Rappaport Reiches Capital Management
Illinois
$6.54M -$6.13K -263 -0.1%
SIAG
156
Safeguard Investment Advisory Group
California
$6.5M +$6.5M +235,726 New
FPCP
157
Fort Point Capital Partners
California
$6.19M +$33.7K +1,446 +0.5%
1WM
158
1900 Wealth Management
Texas
$6.12M +$381K +16,359 +7%
EWA
159
EverSource Wealth Advisors
Alabama
$6.11M +$785K +33,684 +15%
RA
160
RFG Advisory
Alabama
$6.05M +$4.27M +167,750 +239%
WP
161
WealthSource Partners
California
$6M +$2.67M +114,642 +80%
FWP
162
Firethorn Wealth Partners
Georgia
$5.88M +$2.28M +89,747 +63%
IFS
163
Intelligent Financial Strategies
Minnesota
$5.7M +$2.25M +96,704 +65%
SOAG
164
Silver Oak Advisory Group
Oregon
$5.61M -$117K -5,030 -2%
IAG
165
Investmark Advisory Group
Connecticut
$5.31M -$123K -5,293 -2%
MFC
166
Morris Financial Concepts
South Carolina
$5.08M -$667K -28,606 -12%
RSWM
167
Robertson Stephens Wealth Management
California
$5.06M -$88.3K -3,789 -2%
APA
168
American Portfolios Advisors
New York
$4.97M -$192K -8,229 -4%
OPS
169
Orion Portfolio Solutions
Nebraska
$4.82M +$103K +4,436 +2%
WWP
170
WR Wealth Planners
Missouri
$4.81M +$823K +35,332 +21%
WFA
171
Wipfli Financial Advisors
Wisconsin
$4.73M -$145K -6,220 -3%
FOA
172
Five Oceans Advisors
California
$4.73M +$1.83M +78,454 +63%
Royal Bank of Canada
173
Royal Bank of Canada
Ontario, Canada
$4.6M +$502K +21,543 +12%
SPI
174
Sutton Place Investors
New York
$4.57M -$7.06K -303 -0.2%
MAM
175
McCarthy Asset Management
California
$4.52M +$35K +1,502 +0.8%