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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.

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 Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$133M 5,785,850 +38,123 +0.7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$108M 4,706,411 +67,377 +1%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$97.6M 4,241,794 -10,139 -0.2%
UBS Group
4
UBS Group
Switzerland
$64M 2,779,409 +835,004 +43%
Bank of America
5
Bank of America
North Carolina
$63.3M 2,747,872 +981,491 +56%
Mariner
6
Mariner
Kansas
$62.6M 2,720,777 +234,641 +9%
CHP
7
Cable Hill Partners
Oregon
$50.7M 2,201,935 +174,420 +9%
Creative Planning
8
Creative Planning
Kansas
$43.8M 1,900,757 -1,738,239 -48%
Corient Private Wealth
9
Corient Private Wealth
Florida
$30.4M 1,320,302 +351,844 +36%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$29.5M 1,282,249 +360,048 +39%
EWA
11
EP Wealth Advisors
California
$28.2M 1,105,874 +1,105,874 New
EW
12
Evoke Wealth
California
$27.4M 1,190,605 -16,905 -1%
IWC
13
Integrated Wealth Concepts
Massachusetts
$24.9M 1,080,390 +1,052,818 +3,818%
FWP
14
Falcon Wealth Planning
California
$22.9M 995,092 +146,906 +17%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$19.2M 820,463 +105,778 +15%
GWWM
16
Great Waters Wealth Management
Minnesota
$19.2M 839,498 -58,343 -6%
AWA
17
Aquire Wealth Advisors
Utah
$18.6M 808,899 +110,956 +16%
MWM
18
Mission Wealth Management
California
$18.3M 793,732 +217,399 +38%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$18M 780,182 +60,526 +8%
ACP
20
Aveo Capital Partners
Colorado
$17.4M 756,366 +94,726 +14%
3LCM
21
3D/L Capital Management
Connecticut
$17.2M 748,599 -17,077 -2%
LNB
22
Ledyard National Bank
$16.6M 722,287 +29,007 +4%
RW
23
RVW Wealth
California
$16.6M 721,954 +18,247 +3%
FPIS
24
Financial Planning & Information Services
Wisconsin
$16M 696,257 +227 +0%
BSW
25
Buckingham Strategic Wealth
Missouri
$15.4M 702,959