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Dimensional US Core Equity Market ETF

320 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 91

14% more capital invested

Capital invested by funds: $2.2B → $2.5B (+$306M)

9% more funds holding in top 10

Funds holding in top 10: 5661 (+5)

6% more ownership

Funds ownership: 58.36%64.36% (+6%)

1% less funds holding

Funds holding: 322320 (-2)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $32K

Holders
320
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.08%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
91
Closed
20
Calls
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
251
West Financial Advisors
Iowa
$360K -$2.93K -94 -0.8%
ASN
252
Advisory Services Network
Georgia
$351K -$14.2K -457 -4%
PWP
253
Perfromance Wealth Partners
Illinois
$348K
MRWM
254
ML&R Wealth Management
Texas
$328K -$66.8K -2,144 -16%
CIBC World Market
255
CIBC World Market
Ontario, Canada
$320K
RWM
256
Ruedi Wealth Management
Illinois
$296K -$6.1K -196 -2%
TI
257
tru Independence
Oregon
$292K +$1.06K +34 +0.3%
TRCT
258
Tower Research Capital (TRC)
New York
$288K +$206K +6,614 +220%
KIG
259
Kennedy Investment Group
New Jersey
$287K +$299K +9,598 New
CSB
260
City State Bank
Iowa
$278K -$109K -3,500 -27%
BIG
261
Builder Investment Group
Georgia
$271K +$282K +9,063 New
GWS
262
Glassman Wealth Services
Virginia
$264K +$60.7K +1,950 +28%
AWS
263
Atria Wealth Solutions
New York
$259K +$9.65K +310 +4%
VF
264
Vawter Financial
Ohio
$254K -$45K -1,446 -15%
MFC
265
Morris Financial Concepts
South Carolina
$252K -$1.15K -37 -0.4%
MFS
266
Madrona Financial Services
Washington
$251K -$965 -31 -0.4%
BCM
267
Brookstone Capital Management
Illinois
$249K -$27.5K -883 -10%
CFD
268
Creative Financial Designs
Indiana
$245K +$872 +28 +0.3%
EFS
269
Essex Financial Services
Connecticut
$244K
BTI
270
Blue Trust Inc
Georgia
$242K +$15K +482 +7%
PEA
271
Park Edge Advisors
Ohio
$236K -$63.2K -2,031 -21%
VPP
272
Vertex Planning Partners
Illinois
$232K +$241K +7,750 New
EWA
273
Exencial Wealth Advisors
Oklahoma
$229K
GLLW
274
Graves Light Lenhart Wealth
Virginia
$220K
CAS
275
Coppell Advisory Solutions
Texas
$219K +$20.1K +644 +9%