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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.

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 Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$129M 5,497,261 -288,589 -5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$105M 4,479,214 -227,197 -5%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$92.8M 3,954,541 -287,253 -7%
UBS Group
4
UBS Group
Switzerland
$80.9M 3,447,858 +668,449 +24%
Bank of America
5
Bank of America
North Carolina
$68.1M 2,902,575 +154,703 +6%
Mariner
6
Mariner
Kansas
$62.6M 2,670,363 -50,414 -2%
CHP
7
Cable Hill Partners
Oregon
$54.2M 2,311,332 +109,397 +5%
Creative Planning
8
Creative Planning
Kansas
$43.5M 1,852,859 -47,898 -3%
Corient Private Wealth
9
Corient Private Wealth
Florida
$35.6M 1,517,724 +197,422 +15%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$28.7M 1,223,941 -58,308 -5%
EW
11
Evoke Wealth
California
$28.4M 1,212,541 +21,936 +2%
IWC
12
Integrated Wealth Concepts
Massachusetts
$26.5M 1,127,981 +47,591 +4%
FWP
13
Falcon Wealth Planning
California
$25.5M 1,086,548 +91,456 +9%
MWM
14
Mission Wealth Management
California
$23.1M 985,719 +191,987 +24%
AWA
15
Aquire Wealth Advisors
Utah
$21M 895,628 +86,729 +11%
BSW
16
Buckingham Strategic Wealth
Missouri
$20.2M 861,115 +158,156 +22%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$20.2M 858,961 +78,779 +10%
WFA
18
West Financial Advisors
Iowa
$19.5M 832,691 +303,666 +57%
RW
19
RVW Wealth
California
$19.4M 828,948 +106,994 +15%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$19M 782,752 -37,711 -5%
GWWM
21
Great Waters Wealth Management
Minnesota
$18.4M 785,621 -53,877 -6%
LNB
22
Ledyard National Bank
$17.3M 738,733 +16,446 +2%
FPIS
23
Financial Planning & Information Services
Wisconsin
$16.7M 710,596 +14,339 +2%
RIP
24
RAM Investment Partners
Washington
$16.7M 710,331 +91,605 +15%
3LCM
25
3D/L Capital Management
Connecticut
$16.5M 702,774 -45,825 -6%