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Dimensional US Core Equity Market ETF

302 hedge funds and large institutions have $1.78B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 76 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+20
Holders Change %
+7.09%
% of All Funds
4.83%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
35
Increased
157
Reduced
76
Closed
10
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$40K
Name Holding Trade Value Shares
Change
Shares
Change %
BSWA
276
Bromfield Sneider Wealth Advisors
Massachusetts
$88K +$88K +3,060 New
MFA
277
McClarren Financial Advisors
Pennsylvania
$88K +$258 +9 +0.3%
OLVIG
278
Oliver Lagore Vanvalin Investment Group
Michigan
$87.3K +$87.3K +3,034 New
MAWA
279
Moss Adams Wealth Advisors
Washington
$85.6K +$85.6K +2,975 New
SC
280
Schubert & Co
Texas
$85.2K -$1.01K -35 -1%
Qube Research & Technologies (QRT)
281
Qube Research & Technologies (QRT)
United Kingdom
$84.3K +$37.5K +1,303 +80%
MFT
282
Moisand Fitzgerald Tamayo
Florida
$82K +$1.18K +41 +1%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$56K +$35.8K +1,251 +177%
CWP
284
Concord Wealth Partners
Virginia
$43.7K -$34.5K -1,200 -44%
TRCT
285
Tower Research Capital (TRC)
New York
$43K
ACA
286
Atlas Capital Advisors
Wyoming
$39K
CCMI
287
Creative Capital Management Investments
California
$37.8K -$62.9K -2,186 -62%
PTC
288
Private Trust Company
Ohio
$30.5K
DI
289
Disciplined Investments
Oklahoma
$25.3K +$5.15K +179 +26%
Bank of Montreal
290
Bank of Montreal
Ontario, Canada
$24.2K -$20.8K -721 -46%
Commonwealth Equity Services
291
Commonwealth Equity Services
Massachusetts
$23.3K +$6.39K +222,093 +38%
GWM
292
Geneos Wealth Management
Colorado
$17.7K +$17.7K +615 New
MSFP
293
Mark Sheptoff Financial Planning
Connecticut
$15.8K
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$13.6K +$13.6K +473 New
SIC
295
Salem Investment Counselors
North Carolina
$12.6K
SPIA
296
Steward Partners Investment Advisory
New York
$12.4K
WTA
297
Washington Trust Advisors
Massachusetts
$6.85K +$6.85K +238 New
FSWA
298
Financial Synergies Wealth Advisors
Texas
$2.15K
BHWM
299
Beaird Harris Wealth Management
Texas
$1.96K
EWA
300
EverSource Wealth Advisors
Alabama
$261