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Dimensional US Core Equity Market ETF

283 hedge funds and large institutions have $1.68B invested in Dimensional US Core Equity Market ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 116 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 20

71% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 68

61% more funds holding in top 10

Funds holding in top 10: 3150 (+19)

50% more call options, than puts

Call options by funds: $3K | Put options by funds: $2K

37% more capital invested

Capital invested by funds: $1.22B → $1.68B (+$453M)

25% more funds holding

Funds holding: 226283 (+57)

6.14% more ownership

Funds ownership: 55.07%61.21% (+6.1%)

Holders
283
Holders Change
+57
Holders Change %
+25.22%
% of All Funds
4.55%
Holding in Top 10
50
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+61.29%
% of All Funds
0.8%
New
81
Increased
116
Reduced
68
Closed
20
Calls
$3K
Puts
$2K
Net Calls
+$1K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
EH
251
Equitable Holdings
New York
$211K +$213K +7,825 New
MA
252
Mutual Advisors
Nebraska
$211K +$213K +7,822 New
VDBMI
253
Van Den Berg Management I
Texas
$211K +$212K +7,811 New
GLLW
254
Graves Light Lenhart Wealth
Virginia
$208K +$209K +7,683 New
EWA
255
Exencial Wealth Advisors
Oklahoma
$206K +$208K +7,642 New
TWP
256
Tempus Wealth Planning
California
$202K +$203K +7,486 New
TWC
257
TD Waterhouse Canada
Ontario, Canada
$169K
MFC
258
Morris Financial Concepts
South Carolina
$159K +$160K +5,878 New
SFG
259
Steward Financial Group
Texas
$157K -$501K -18,450 -76%
GWS
260
Glassman Wealth Services
Virginia
$145K +$146K +5,360 New
CCA
261
Column Capital Advisors
Indiana
$137K -$553K -20,361 -80%
TWD
262
True Wealth Design
Ohio
$124K +$125K +4,600 New
CCMI
263
Creative Capital Management Investments
California
$95K +$95.1K +3,499 New
MFA
264
McClarren Financial Advisors
Pennsylvania
$82K +$353 +13 +0.4%
SC
265
Schubert & Co
Texas
$81K
MFT
266
Moisand Fitzgerald Tamayo
Florida
$75.9K -$680 -25 -0.9%
CWP
267
Concord Wealth Partners
Virginia
$73.5K -$169K -6,210 -70%
Qube Research & Technologies (QRT)
268
Qube Research & Technologies (QRT)
United Kingdom
$44K +$1.9K +70 +4%
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
$43.9K +$19.6K +721 +86%
TRCT
270
Tower Research Capital (TRC)
New York
$40K +$20.8K +767 +106%
ACA
271
Atlas Capital Advisors
Wyoming
$36.7K -$14.8K -544 -29%
PTC
272
Private Trust Company
Ohio
$29K +$28.8K +1,060 New
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$19K -$18.7K -688 -49%
ST
274
Sageworth Trust
Pennsylvania
$19K
DI
275
Disciplined Investments
Oklahoma
$18.9K