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Dimensional US Core Equity 2 ETF

682 hedge funds and large institutions have $15.9B invested in Dimensional US Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 293 increasing their positions, 188 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+17
Holders Change %
+2.56%
% of All Funds
10.87%
Holding in Top 10
164
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.46%
% of All Funds
2.61%
New
49
Increased
293
Reduced
188
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
201
Cetera Advisor Networks
California
$10.5M +$5.41M +206,647 +107%
SFA
202
Sequoia Financial Advisors
Ohio
$10.1M -$249K -9,495 -2%
GLR
203
Great Lakes Retirement
Ohio
$10.1M -$432K -16,497 -4%
RFC
204
Regions Financial Corp
Alabama
$9.96M -$52.7K -2,010 -0.5%
SC
205
Schubert & Co
Texas
$9.91M -$247K -9,410 -2%
CWM
206
Cahill Wealth Management
Michigan
$9.8M +$1.27M +48,627 +15%
AW
207
Avion Wealth
Texas
$9.8M -$156K -5,954 -2%
OIA
208
OneDigital Investment Advisors
Kansas
$9.75M +$2.02M +77,024 +26%
IAN
209
Integrated Advisors Network
Texas
$9.71M -$84.3K -3,218 -0.9%
WP
210
WealthSource Partners
California
$9.67M -$52.1K -1,990 -0.5%
WAG
211
Winthrop Advisory Group
Massachusetts
$9.43M -$24.6K -938 -0.3%
CTWM
212
Cherry Tree Wealth Management
Minnesota
$9.35M -$62.5K -2,386 -0.7%
ASI
213
Advisory Services & Investments
Oregon
$9.24M -$291K -11,098 -3%
MG
214
MilWealth Group
Wisconsin
$9.22M +$39.6K +1,511 +0.4%
CCA
215
Cravens & Co Advisors
Tennessee
$8.9M +$239K +9,118 +3%
VWA
216
Visionary Wealth Advisors
Illinois
$8.72M +$130K +4,960 +2%
Goldman Sachs
217
Goldman Sachs
New York
$8.51M +$7.47M +285,133 +718%
FOA
218
Five Oceans Advisors
California
$8.21M +$1.39M +53,128 +20%
SWP
219
Stratos Wealth Partners
Ohio
$8.19M -$280K -10,672 -3%
KAM
220
Knightsbridge Asset Management
California
$8.09M +$138K +5,248 +2%
SOAG
221
Silver Oak Advisory Group
Oregon
$8.07M +$349K +13,329 +5%
WW
222
Waterfront Wealth
Kansas
$7.96M -$192K -7,518 -2%
CWM
223
Cedar Wealth Management
California
$7.92M
CGPCS
224
Capital Group Private Client Services
California
$7.84M +$7.84M +299,404 New
PFO
225
Pathstone Family Office
New Jersey
$7.82M -$347K -13,261 -4%