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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 %
FFS
201
Founders Financial Securities
Maryland
$932K +$7.87K +296 +0.9%
BCM
202
Brookstone Capital Management
Illinois
$931K
HWA
203
Heritage Wealth Advisors
Virginia
$927K
EW
204
Evoke Wealth
California
$909K
AAS
205
Avantax Advisory Services
Texas
$906K +$332K +12,478 +58%
SMA
206
Sage Mountain Advisors
Georgia
$894K
SG
207
Stonnington Group
California
$880K +$880K +32,403 New
LWAC
208
Laurel Wealth Advisors (California)
California
$857K +$475K +17,864 +124%
AWA
209
Arete Wealth Advisors
Illinois
$855K +$16.1K +606 +2%
JCM
210
Jacobi Capital Management
Pennsylvania
$855K +$855K +32,162 New
BAM
211
Belpointe Asset Management
Nevada
$847K +$145K +5,464 +21%
CMBA
212
C.M. Bidwell & Associates
Hawaii
$842K +$34.3K +1,290 +4%
VPIM
213
Vanguard Personalized Indexing Management
California
$840K +$840K +31,612 New
CFO
214
Collective Family Office
Pennsylvania
$835K
PWLP
215
Prio Wealth Limited Partnership
Massachusetts
$814K
LWM
216
Liberty Wealth Management
California
$813K +$1.2K +45 +0.1%
PIA
217
Perennial Investment Advisors
California
$809K -$2.42K -91 -0.3%
FSWA
218
Financial Synergies Wealth Advisors
Texas
$809K +$2.26K +85 +0.3%
GSWM
219
Golden State Wealth Management
California
$802K
FC
220
Financial Council
Maryland
$797K +$797K +29,984 New
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$788K -$49.9K -1,876 -6%
BMD
222
Better Money Decisions
New Mexico
$784K -$4.55K -171 -0.6%
SF
223
Symphony Financial
Texas
$784K +$2.21K +82 +0.3%
MPW
224
Monterey Private Wealth
California
$761K -$11.4K -423 -1%
UWM
225
USAdvisors Wealth Management
Minnesota
$754K -$1.14K -43 -0.2%