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Dimensional Emerging Core Equity Market ETF

306 hedge funds and large institutions have $1.54B invested in Dimensional Emerging Core Equity Market ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 134 increasing their positions, 62 reducing their positions, and 19 closing their positions.

Holders
306
Holders Change
+76
Holders Change %
+33.04%
% of All Funds
4.94%
Holding in Top 10
33
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+153.85%
% of All Funds
0.53%
New
100
Increased
134
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$126M 5,747,727 -3,613,724 -39%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$102M 4,639,034 +616,540 +15%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$93.3M 4,251,933 +282,947 +7%
Creative Planning
4
Creative Planning
Kansas
$79.9M 3,638,996 +3,638,996 New
Mariner
5
Mariner
Kansas
$54.6M 2,486,136 +907,557 +57%
CHP
6
Cable Hill Partners
Oregon
$44.5M 2,027,515 +400,378 +25%
UBS Group
7
UBS Group
Switzerland
$42.7M 1,944,405 +1,683,011 +644%
Bank of America
8
Bank of America
North Carolina
$38.8M 1,766,381 +741,308 +72%
EW
9
Evoke Wealth
California
$26.5M 1,207,510 +61,537 +5%
GWWM
10
Great Waters Wealth Management
Minnesota
$21.7M 897,841 +897,841 New
Corient Private Wealth
11
Corient Private Wealth
Florida
$21.3M 968,458 +968,458 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$20.2M 922,201 +694,859 +306%
FWP
13
Falcon Wealth Planning
California
$18.6M 848,186 +848,186 New
3LCM
14
3D/L Capital Management
Connecticut
$16.8M 765,676 -4,978 -0.6%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$15.8M 714,685 +228,053 +47%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$15.8M 719,656 +93,536 +15%
RW
17
RVW Wealth
California
$15.4M 703,707 +543,897 +340%
BSW
18
Buckingham Strategic Wealth
Missouri
$15.4M 702,959 +426,351 +154%
AWA
19
Aquire Wealth Advisors
Utah
$15.3M 697,943 +308,399 +79%
FPIS
20
Financial Planning & Information Services
Wisconsin
$15.3M 696,030 +49,183 +8%
LNB
21
Ledyard National Bank
$15.2M 693,280 +18,475 +3%
SFA
22
Sequoia Financial Advisors
Ohio
$14.5M 662,471 +87,327 +15%
ACP
23
Aveo Capital Partners
Colorado
$14.5M 661,640 +168,869 +34%
DPI
24
Diversified Portfolios Inc
Michigan
$14.4M 657,634 +396,289 +152%
JWA
25
JFS Wealth Advisors
Pennsylvania
$13.8M 627,919 +533,899 +568%