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Dimensional Emerging Core Equity Market ETF

335 hedge funds and large institutions have $1.77B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 193 increasing their positions, 70 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+29
Holders Change %
+9.48%
% of All Funds
5.36%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
44
Increased
193
Reduced
70
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
251
Axxcess Wealth Management
California
$423K +$423K +18,365 New
PCM
252
Presidio Capital Management
California
$423K +$423K +18,365 New
GA
253
Greenspring Advisors
Maryland
$419K +$159K +6,897 +61%
UWM
254
USAdvisors Wealth Management
Minnesota
$417K +$17.6K +767 +4%
KWM
255
Keebeck Wealth Management
Illinois
$414K +$414K +18,005 New
FWP
256
Firethorn Wealth Partners
Georgia
$411K -$91.3K -3,996 -18%
PP
257
Prosperity Planning
Missouri
$401K +$24.9K +1,081 +7%
BHWM
258
Bay Harbor Wealth Management
Maryland
$396K +$304K +13,203 +330%
PCM
259
Parsons Capital Management
Rhode Island
$384K +$42K +1,826 +12%
SIC
260
SJS Investment Consulting
Ohio
$368K +$23K +1,000 +7%
SWM
261
Spire Wealth Management
Virginia
$357K +$255K +11,089 +251%
EIA
262
Eldridge Investment Advisors
New Hampshire
$348K +$3.32K +144 +1%
CAN
263
Cetera Advisor Networks
California
$332K +$39.3K +1,707 +13%
CMBA
264
C.M. Bidwell & Associates
Hawaii
$330K +$24K +1,043 +8%
LA
265
Lane & Associates
New Jersey
$327K -$141K -6,118 -30%
MCA
266
Maryland Capital Advisors
Maryland
$326K -$3.45K -150 -1%
Baird Financial Group
267
Baird Financial Group
Wisconsin
$323K +$323K +14,039 New
TFA
268
Triad Financial Advisors
North Carolina
$323K +$32.3K +1,402 +11%
BC
269
Burney Company
Virginia
$315K +$1.36K +59 +0.4%
BFO
270
Biltmore Family Office
North Carolina
$309K +$309K +13,409 New
DADC
271
D.A. Davidson & Co
Montana
$308K -$2.67K -116 -0.9%
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$302K +$268K +11,629 +777%
VFA
273
Valeo Financial Advisors
Indiana
$298K +$298K +12,938 New
LFA
274
Lauterbach Financial Advisors
Texas
$296K
TLA
275
Tanglewood Legacy Advisors
Texas
$282K +$282K +12,245 New