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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 %
JPMorgan Chase & Co
201
JPMorgan Chase & Co
New York
$798K +$501K +21,776 +169%
LEFP
202
Leading Edge Financial Planning
Tennessee
$796K +$105K +4,567 +15%
IAG
203
Investmark Advisory Group
Connecticut
$789K -$49.9K -2,168 -6%
FFM
204
Flagstone Financial Management
Nebraska
$766K +$898 +39 +0.1%
HIGP
205
Hill Investment Group Partners
Missouri
$750K -$18.2K -789 -2%
FTUS
206
Flow Traders U.S.
New York
$743K -$6.1M -264,816 -89%
SWM
207
Soundmark Wealth Management
Washington
$735K +$89.7K +3,895 +14%
PWIA
208
Porter White Investment Advisors
Alabama
$734K +$52K +2,261 +8%
BA
209
Bristlecone Advisors
Washington
$731K +$1.73K +75 +0.2%
Cambridge Investment Research Advisors
210
Cambridge Investment Research Advisors
Iowa
$713K +$327K +14,196 +85%
RGF
211
Retirement Guys Formula
Ohio
$702K -$230 -10 -0%
CW
212
CreativeOne Wealth
Kansas
$699K +$30.7K +1,332 +5%
Bank of New York Mellon
213
Bank of New York Mellon
New York
$696K -$12.7M -551,789 -95%
CIAS
214
Capital Investment Advisory Services
North Carolina
$686K +$19.2K +832 +3%
JTWM
215
Jackson Thornton Wealth Management
Alabama
$683K +$265K +11,505 +63%
BCM
216
Brainard Capital Management
Texas
$661K +$66.9K +2,908 +11%
RCM
217
RNC Capital Management
California
$633K -$236K -10,270 -27%
BWM
218
Birchcreek Wealth Management
Ohio
$632K +$248K +10,769 +65%
1WM
219
1900 Wealth Management
Texas
$627K
DP
220
DDD Partners
Washington
$613K +$32.3K +1,401 +6%
TC
221
TownSquare Capital
Utah
$601K +$187K +8,127 +45%
FWM
222
Fortress Wealth Management
California
$599K -$9.94K -432 -2%
KF
223
Krilogy Financial
Missouri
$591K +$591K +25,669 New
PCIA
224
Prime Capital Investment Advisors
Kansas
$586K +$586K +25,443 New
RCAG
225
Rehmann Capital Advisory Group
Michigan
$578K +$54.4K +2,363 +10%