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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
MSFP
276
Mark Sheptoff Financial Planning
Connecticut
$14.9K
SIC
277
Salem Investment Counselors
North Carolina
$11.9K
SPIA
278
Steward Partners Investment Advisory
New York
$11.6K
FSWA
279
Financial Synergies Wealth Advisors
Texas
$2.02K +$1.01K +37 +97%
BHWM
280
Beaird Harris Wealth Management
Texas
$1.84K
EWA
281
EverSource Wealth Advisors
Alabama
$244
CSPIA
282
Cary Street Partners Investment Advisory
Virginia
$243 +$245 +9 New
Fidelity Investments
283
Fidelity Investments
Massachusetts
$81 +$82 +3 New
OMC
284
Old Mission Capital
Illinois
-$11.6M -459,794 Closed
NCM
285
Northland Capital Management
Minnesota
-$7.48M -297,241 Closed
T
286
TCWP
Ohio
-$7.19M -285,851 Closed
RA
287
RFG Advisory
Alabama
-$7.56M -278,851 Closed
WWP
288
Waypoint Wealth Partners
California
-$1.98M -78,800 Closed
AC
289
Applied Capital
Arkansas
-$1.32M -52,563 Closed
HFS
290
Heritage Financial Services
Massachusetts
-$1.28M -51,125 Closed
SDH
291
Sloy Dahl & Holst
Washington
-$380K -15,094 Closed
WA
292
Wealthstream Advisors
New York
-$342K -13,588 Closed
SHWM
293
Silicon Hills Wealth Management
Texas
-$287K -11,409 Closed
RCI
294
RS Crum Inc
California
-$255K -10,145 Closed
SWM
295
Soundmark Wealth Management
Washington
-$254K -10,118 Closed
Wealthfront Advisers
296
Wealthfront Advisers
California
-$234K -9,299 Closed
KA
297
Kovack Advisors
Florida
-$215K -8,539 Closed
SWM
298
Selective Wealth Management
Virginia
-$127K -5,042 Closed
Fifth Third Bancorp
299
Fifth Third Bancorp
Ohio
-$108K -4,300 Closed
Rockefeller Capital Management
300
Rockefeller Capital Management
New York
-$28K -1,125 Closed