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Dimensional Emerging Core Equity Market ETF

343 hedge funds and large institutions have $1.93B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 190 increasing their positions, 97 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+8
Holders Change %
+2.39%
% of All Funds
5.41%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
28
Increased
190
Reduced
97
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LEFP
226
Leading Edge Financial Planning
Tennessee
$726K -$85.6K -3,647 -11%
LFA
227
LifeGuide Financial Advisors
Pennsylvania
$721K +$721K +30,751 New
KWM
228
Keebeck Wealth Management
Illinois
$715K +$293K +12,485 +69%
Bank of New York Mellon
229
Bank of New York Mellon
New York
$709K
BHWM
230
Bay Harbor Wealth Management
Maryland
$709K +$306K +13,031 +76%
HIGP
231
Hill Investment Group Partners
Missouri
$648K -$116K -4,956 -15%
1WA
232
180 Wealth Advisors
Washington
$646K +$123K +5,173 +23%
RCM
233
RNC Capital Management
California
$645K -$704 -30 -0.1%
KF
234
Krilogy Financial
Missouri
$640K +$37.7K +1,607 +6%
ACP
235
Aviance Capital Partners
Florida
$633K +$127K +5,395 +25%
DP
236
DDD Partners
Washington
$631K +$5.96K +254 +1%
RCAG
237
Rehmann Capital Advisory Group
Michigan
$630K +$40.5K +1,725 +7%
FWM
238
Fortress Wealth Management
California
$615K +$4.43K +189 +0.7%
CWM
239
CarsonAllaria Wealth Management
Illinois
$603K +$40.4K +1,721 +7%
LG
240
LAM Group
Oregon
$596K +$20.5K +875 +4%
PCM
241
Presidio Capital Management
California
$580K +$149K +6,360 +35%
RK
242
Rather & Kittrell
Tennessee
$565K -$1.01K -43 -0.2%
SIS
243
Strategic Investment Solutions
Illinois
$564K -$860K -37,506 -60%
YWM
244
Yoder Wealth Management
California
$561K -$10.1K -430 -2%
NGA
245
Naples Global Advisors
Florida
$558K +$558K +23,764 New
WWM
246
Wolff Wiese Magana
California
$554K -$17.6K -749 -3%
SIC
247
Samalin Investment Counsel
New York
$553K +$25K +1,066 +5%
API
248
Advisor Partners II
California
$543K
BCI
249
Brinker Capital Investments
Pennsylvania
$541K -$6.57K -280 -1%
OPS
250
Orion Portfolio Solutions
Nebraska
$541K -$6.57K -280 -1%