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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 %
OCM
276
Orion Capital Management
California
$216K -$281K -9,067 -57%
GWS
277
Glassman Wealth Services
Virginia
$213K +$15.5K +500 +8%
IFA
278
Index Fund Advisors
California
$211K +$211K +6,816 New
SWM
279
Soundmark Wealth Management
Washington
$211K +$211K +6,809 New
BTI
280
Blue Trust Inc
Georgia
$211K +$211K +7,337 New
Wealthfront Advisers
281
Wealthfront Advisers
California
$209K +$209K +6,746 New
LCM
282
Liberty Capital Management
Michigan
$209K +$209K +6,744 New
AG
283
Ascent Group
Virginia
$207K +$207K +6,571 New
PFM
284
Phillips Financial Management
Indiana
$200K -$445K -14,372 -69%
TWC
285
TD Waterhouse Canada
Ontario, Canada
$195K
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$193K +$178K +5,755 +1,217%
SFG
287
Steward Financial Group
Texas
$181K
AC
288
AlphaCore Capital
California
$171K +$171K +5,530 New
CCA
289
Column Capital Advisors
Indiana
$157K
Qube Research & Technologies (QRT)
290
Qube Research & Technologies (QRT)
United Kingdom
$146K +$77.4K +3,319 +113%
TWD
291
True Wealth Design
Ohio
$143K
NSG
292
Nalls Sherbakoff Group
Tennessee
$139K
FFA
293
Farther Finance Advisors
California
$136K -$3.56K -115 -3%
OLVIG
294
Oliver Lagore Vanvalin Investment Group
Michigan
$100K +$5.95K +192 +6%
BSWA
295
Bromfield Sneider Wealth Advisors
Massachusetts
$95.1K +$310 +10 +0.3%
MFA
296
McClarren Financial Advisors
Pennsylvania
$95K +$339 +11 +0.4%
TRCT
297
Tower Research Capital (TRC)
New York
$93.3K +$47K +1,517 +102%
Citigroup
298
Citigroup
New York
$68.4K +$68.4K +2,208 New
LWM
299
LJI Wealth Management
Indiana
$60K +$60K +57,657 New
TFM
300
TFC Financial Management
Massachusetts
$51.4K +$51.4K +1,660 New