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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 %
PA
76
Pinnacle Associates
New York
$4.99M +$4.99M +216,845 New
NDSI
77
Newman Dignan & Sheerar Inc
Rhode Island
$4.98M +$884K +38,422 +22%
PWM
78
Perigon Wealth Management
California
$4.97M +$664K +28,863 +15%
MWM
79
Modera Wealth Management
New Jersey
$4.97M +$768K +33,378 +18%
FWS
80
FinDec Wealth Services
California
$4.88M +$940K +40,839 +24%
AA
81
Advisory Alpha
Michigan
$4.88M +$384K +16,670 +9%
EWA
82
Exencial Wealth Advisors
Oklahoma
$4.73M -$20.3K -883 -0.4%
LFG
83
Larson Financial Group
Missouri
$4.63M +$1.24M +53,811 +37%
PO
84
Private Ocean
California
$4.52M +$3.74M +162,267 +474%
TAM
85
TCP Asset Management
Ohio
$4.52M +$675K +29,313 +18%
QFA
86
Quantum Financial Advisors
California
$4.45M -$87.9K -3,817 -2%
FA
87
Financial Alternatives
California
$4.43M +$63.8K +2,772 +1%
PWM
88
PBMares Wealth Management
Virginia
$4.41M +$91K +3,954 +2%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$4.37M +$4.37M +189,739 New
PCMC
90
Private Capital Management (Colorado)
Colorado
$4.35M +$817K +35,500 +23%
FW
91
FirstPurpose Wealth
Utah
$4.33M +$514K +22,337 +13%
AWM
92
Avior Wealth Management
Nebraska
$4.31M -$733K -31,836 -15%
DF
93
DecisionPoint Financial
Arizona
$4.22M +$224K +9,711 +6%
EP
94
Essential Planning
New Hampshire
$4.2M +$1.07M +46,615 +34%
WFAG
95
Wescott Financial Advisory Group
Pennsylvania
$4.16M +$1.17M +50,715 +39%
FPAS
96
Focus Partners Advisor Solutions
Missouri
$4.16M +$862K +37,449 +26%
ST
97
Sageworth Trust
Pennsylvania
$4.03M -$18.1K -785 -0.4%
CPW
98
Catalyst Private Wealth
California
$3.96M +$256K +11,123 +7%
DAS
99
Dynamic Advisor Solutions
Arizona
$3.85M +$2.11M +91,686 +121%
MCM
100
MAI Capital Management
Ohio
$3.82M +$712K +30,950 +23%