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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 %
RLIM
301
Red Lighthouse Investment Management
New York
$183K
JPMorgan Chase & Co
302
JPMorgan Chase & Co
New York
$150K -$664K -28,293 -82%
PTC
303
Private Trust Company
Ohio
$139K +$26.7K +1,140 +24%
CSWM
304
Cassady Schiller Wealth Management
Ohio
$135K +$23.5K +1,000 +21%
SWM
305
Sanctuary Wealth Management
Idaho
$131K +$131K +5,563 New
CA
306
Clearstead Advisors
Ohio
$108K +$31K +1,320 +40%
MFC
307
Morris Financial Concepts
South Carolina
$90K -$586 -25 -0.6%
BCM
308
Blume Capital Management
California
$85.2K
TWD
309
True Wealth Design
Ohio
$68.6K +$23.8K +1,015 +53%
Morgan Stanley
310
Morgan Stanley
New York
$57.9K +$41.8K +1,780 +258%
BFEC
311
Benjamin F. Edwards & Company
Missouri
$49K -$14.3K -614 -23%
SFG
312
Steward Financial Group
Texas
$40K
GRP
313
Global Retirement Partners
California
$36.2K -$7.67K -327 -17%
NSG
314
Nalls Sherbakoff Group
Tennessee
$34.3K -$6.06K -269 -15%
Wells Fargo
315
Wells Fargo
California
$26.2K -$62K -2,642 -70%
HIA
316
Harbor Investment Advisory
Maryland
$25.3K
BSWA
317
Bromfield Sneider Wealth Advisors
Massachusetts
$24.5K
HCA
318
Heck Capital Advisors
Wisconsin
$18.9K
PFM
319
Phillips Financial Management
Indiana
$16.3K -$44.1K -1,878 -73%
VDBMI
320
Van Den Berg Management I
Texas
$15.7K
NA
321
NewEdge Advisors
Louisiana
$13.1K +$13.1K +558 New
OA
322
Operose Advisors
Wisconsin
$12.4K +$94 +4 +0.8%
Kayne Anderson Rudnick Investment Management
323
Kayne Anderson Rudnick Investment Management
California
$8.46K +$8.46K +363 New
OLVIG
324
Oliver Lagore Vanvalin Investment Group
Michigan
$8.09K -$1.88K -80 -19%
FCG
325
Financial Connections Group
California
$8K