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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 %
SFS
201
Security Financial Services
Indiana
$1.08M +$35.7K +1,521 +3%
DWM
202
Drive Wealth Management
Utah
$1.06M -$473K -20,178 -31%
TWP
203
Tempus Wealth Planning
California
$1.06M +$1.06M +45,199 New
CSB
204
City State Bank
Iowa
$1.04M +$83.4K +3,555 +9%
KAS
205
Kestra Advisory Services
Texas
$1M +$414K +17,658 +71%
BWM
206
Birchcreek Wealth Management
Ohio
$983K +$339K +14,456 +53%
IAG
207
Investmark Advisory Group
Connecticut
$929K +$125K +5,307 +15%
VCM
208
Versant Capital Management
Arizona
$895K +$386K +16,438 +76%
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$883K +$157K +6,676 +22%
HF
210
HRT Financial
New York
$861K +$861K +36,731 New
PWIA
211
Porter White Investment Advisors
Alabama
$842K +$94K +4,005 +13%
RRC
212
Relaxing Retirement Coach
Massachusetts
$837K -$275K -11,738 -25%
BA
213
Bridge Advisory
California
$822K +$303K +12,905 +58%
MFGM
214
Marshall Financial Group (Maryland)
Maryland
$821K -$534K -22,783 -39%
CI
215
Cordant Inc
Oregon
$810K -$23K -980 -3%
HFA
216
Highland Financial Advisors
New Jersey
$800K -$35.4K -1,507 -4%
Financial Engines Advisors
217
Financial Engines Advisors
California
$799K -$1.1M -46,907 -58%
BTI
218
Blue Trust Inc
Georgia
$786K +$786K +34,125 New
FFM
219
Flagstone Financial Management
Nebraska
$780K
WFA
220
WMG Financial Advisors
Tennessee
$776K +$64K +2,730 +9%
RGF
221
Retirement Guys Formula
Ohio
$774K +$58.3K +2,484 +8%
LSA
222
L & S Advisors
California
$773K +$248K +10,576 +47%
CIAS
223
Capital Investment Advisory Services
North Carolina
$756K +$56.5K +2,407 +8%
SWM
224
Soundmark Wealth Management
Washington
$750K
BA
225
Bristlecone Advisors
Washington
$748K +$2.35K +100 +0.3%