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Dimensional US Core Equity Market ETF

321 hedge funds and large institutions have $2.2B invested in Dimensional US Core Equity Market ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+19
Holders Change %
+6.29%
% of All Funds
5.06%
Holding in Top 10
56
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.29%
% of All Funds
0.88%
New
31
Increased
164
Reduced
87
Closed
7
Calls
$70K
Puts
Net Calls
+$70K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Shares
Change %
SC
226
Shearwater Capital
Colorado
$507K
HIGP
227
Hill Investment Group Partners
Missouri
$497K -$95K -3,064 -16%
MSFS
228
Main Street Financial Solutions
Pennsylvania
$483K +$39.9K +1,287 +9%
CWS
229
Cypress Wealth Services
California
$481K +$43.2K +1,369 +10%
CC
230
Copperleaf Capital
North Carolina
$474K +$474K +15,308 New
Morgan Stanley
231
Morgan Stanley
New York
$467K +$66.9K +2,160 +17%
DWM
232
Dopkins Wealth Management
New York
$450K -$217K -7,000 -33%
US Bancorp
233
US Bancorp
Minnesota
$446K
VCM
234
Versant Capital Management
Arizona
$436K
MFWP
235
Mosaic Family Wealth Partners
Missouri
$425K +$13.7K +441 +3%
MRWM
236
ML&R Wealth Management
Texas
$406K +$57.9K +1,868 +17%
BAG
237
Briggs Advisory Group
Rhode Island
$406K
CPWM
238
Cypress Point Wealth Management
Texas
$400K +$96.6K +3,116 +32%
SOAG
239
Silver Oak Advisory Group
Oregon
$397K +$142K +4,598 +56%
CSB
240
City State Bank
Iowa
$396K
DAS
241
Dynamic Advisor Solutions
Arizona
$392K +$58.8K +1,896 +18%
ASN
242
Advisory Services Network
Georgia
$377K -$162K -5,213 -30%
WFA
243
West Financial Advisors
Iowa
$376K +$9.24K +298 +3%
LG
244
LAM Group
Oregon
$374K -$4.8K -155 -1%
TP
245
Tranquility Partners
Tennessee
$365K +$128K +4,124 +54%
SCM
246
SOL Capital Management
Maryland
$365K
CAG
247
Csenge Advisory Group
Florida
$363K -$18.8K -606 -5%
SWM
248
Spire Wealth Management
Virginia
$361K +$4.93K +159 +1%
PWP
249
Perfromance Wealth Partners
Illinois
$359K +$359K +11,614 New
DI
250
DFPG Investments
Utah
$345K -$21.3K -667 -6%