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Dimensional Emerging Core Equity Market ETF

217 hedge funds and large institutions have $830M invested in Dimensional Emerging Core Equity Market ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 111 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+39
Holders Change %
+21.91%
% of All Funds
3.67%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
56
Increased
111
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
176
Mutual Advisors
Nebraska
$249K -$5.25K -227 -2%
IAN
177
Integrated Advisors Network
Texas
$246K +$246K +10,612 New
CA
178
Claris Advisors
Missouri
$236K -$148K -6,389 -39%
FWM
179
Fortress Wealth Management
California
$233K +$233K +10,043 New
KAM
180
KEB Asset Management
Illinois
$229K +$229K +9,892 New
PFA
181
Pinnacle Family Advisors
Missouri
$220K +$3.52K +152 +2%
Morgan Stanley
182
Morgan Stanley
New York
$219K +$128K +5,541 +141%
GPA
183
Garrison Point Advisors
California
$211K -$301 -13 -0.1%
WWP
184
Waypoint Wealth Partners
California
$206K -$5.36M -232,023 -96%
FFM
185
Forum Financial Management
Illinois
$202K +$202K +8,702 New
AA
186
Ancora Advisors
Ohio
$158K
SWM
187
Spire Wealth Management
Virginia
$158K
AIM
188
Acropolis Investment Management
Missouri
$134K +$134K +5,765 New
STCOSD
189
Sageworth Trust Company of South Dakota
South Dakota
$128K +$128K +5,515 New
CWM
190
Castle Wealth Management
Florida
$90K +$90K +3,907 New
FSWA
191
Financial Synergies Wealth Advisors
Texas
$85.3K +$85.3K +3,681 New
CWP
192
Concord Wealth Partners
Virginia
$76K +$418 +18 +0.6%
WTA
193
Washington Trust Advisors
Massachusetts
$69K +$69K +3,000 New
GWM
194
Grand Wealth Management
Michigan
$67K +$67K +2,872 New
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$30K
HIA
196
Harbor Investment Advisory
Maryland
$28K
CCM
197
Covington Capital Management
California
$23K +$23K +1,013 New
HFS
198
Heritage Financial Services
Massachusetts
$23K +$23K +1,036 New
MFC
199
Morris Financial Concepts
South Carolina
$19K +$14.4K +632 +311%
IFS
200
Intelligent Financial Strategies
Minnesota
$19K +$19K +815 New