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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
GCA
276
Gradient Capital Advisors
California
$216K -$60.8K -1,954 -21%
IAG
277
Investment Advisory Group
Massachusetts
$215K +$156 +5 +0.1%
VDBMI
278
Van Den Berg Management I
Texas
$214K -$23.3K -747 -9%
Qube Research & Technologies (QRT)
279
Qube Research & Technologies (QRT)
United Kingdom
$206K +$19.6K +629 +10%
IFA
280
Index Fund Advisors
California
$204K
AWM
281
Apollon Wealth Management
South Carolina
$203K +$211K +6,791 New
LCM
282
Liberty Capital Management
Michigan
$202K
PFM
283
Phillips Financial Management
Indiana
$193K +$62 +2 +0%
TWC
284
TD Waterhouse Canada
Ontario, Canada
$188K
CSWM
285
Cassady Schiller Wealth Management
Ohio
$186K -$51.5K -1,655 -21%
SFG
286
Steward Financial Group
Texas
$175K
AC
287
AlphaCore Capital
California
$166K +$218 +7 +0.1%
NSG
288
Nalls Sherbakoff Group
Tennessee
$144K +$1.03K +33 +0.7%
TWD
289
True Wealth Design
Ohio
$138K
OLVIG
290
Oliver Lagore Vanvalin Investment Group
Michigan
$102K +$5.29K +170 +5%
MFA
291
McClarren Financial Advisors
Pennsylvania
$92K +$342 +11 +0.4%
Citigroup
292
Citigroup
New York
$66.1K
NS
293
NBC Securities
Alabama
$64K +$67.5K +2,169 New
OCM
294
Orion Capital Management
California
$53.7K -$161K -5,170 -74%
CWP
295
Concord Wealth Partners
Virginia
$44.3K +$156 +5 +0.3%
ACA
296
Atlas Capital Advisors
Wyoming
$40.6K
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$40K -$263K -8,453 -86%
CCMI
298
Creative Capital Management Investments
California
$39.3K
AWM
299
Avior Wealth Management
Nebraska
$35.8K
PTC
300
Private Trust Company
Ohio
$31.7K