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Dimensional US Core Equity Market ETF

226 hedge funds and large institutions have $1.22B invested in Dimensional US Core Equity Market ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 62

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

5% more funds holding

Funds holding: 215226 (+11)

4.14% less ownership

Funds ownership: 59.21%55.07% (-4.1%)

6% less capital invested

Capital invested by funds: $1.3B → $1.22B (-$73.2M)

18% less funds holding in top 10

Funds holding in top 10: 3831 (-7)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
226
Holders Change
+11
Holders Change %
+5.12%
% of All Funds
3.89%
Holding in Top 10
31
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.42%
% of All Funds
0.53%
New
33
Increased
117
Reduced
62
Closed
21
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
226
Capstone Financial Advisors
Illinois
-$19.6M -740,477 Closed
Jane Street
227
Jane Street
New York
-$4.69M -177,461 Closed
MFG
228
Monumental Financial Group
Maryland
-$4.65M -175,802 Closed
CIA
229
Caerus Investment Advisors
Texas
-$3.38M -145,251 Closed
GWA
230
Geometric Wealth Advisors
District of Columbia
-$2.87M -108,513 Closed
KAM
231
KEB Asset Management
Illinois
-$1.3M -49,071 Closed
DAS
232
Dynamic Advisor Solutions
Arizona
-$948K -35,882 Closed
RPWA
233
Regent Peak Wealth Advisors
Georgia
-$332K -12,583 Closed
CWM
234
CarsonAllaria Wealth Management
Illinois
-$307K -11,632 Closed
EH
235
Equitable Holdings
New York
-$305K -11,531 Closed
SWA
236
Stratos Wealth Advisors
Ohio
-$298K -11,263 Closed
BA
237
Bridgewater Advisors
New York
-$260K -9,841 Closed
VDBMI
238
Van Den Berg Management I
Texas
-$256K -9,671 Closed
PFA
239
Pure Financial Advisors
California
-$238K -9,021 Closed
5L
240
55I LLC
Massachusetts
-$230K -8,711 Closed
CSWM
241
Cassady Schiller Wealth Management
Ohio
-$208K -7,877 Closed
MFC
242
Morris Financial Concepts
South Carolina
-$154K -5,845 Closed
EWA
243
EverSource Wealth Advisors
Alabama
-$127K -4,547 -100%
GLLW
244
Graves Light Lenhart Wealth
Virginia
-$109K -4,126 Closed
CWM
245
Curi Wealth Management
North Carolina
-$47K -1,792 Closed
QCG
246
Quadrant Capital Group
Ohio
-$19K -729 Closed
JP Morgan Chase
247
JP Morgan Chase
New York
-$5K -200 Closed