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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
FWM
301
Focused Wealth Management
New York
$29.7K +$30.9K +993 New
MFT
302
Moisand Fitzgerald Tamayo
Florida
$26K
Bank of Montreal
303
Bank of Montreal
Ontario, Canada
$25.5K -$11.5K -369 -31%
ADL
304
Asset Dedication LLC
California
$22K +$23.3K +747 New
Wells Fargo
305
Wells Fargo
California
$21.6K
Comerica Bank
306
Comerica Bank
Texas
$21.6K +$22.4K +720 New
GWM
307
Geneos Wealth Management
Colorado
$18.4K
MSFP
308
Mark Sheptoff Financial Planning
Connecticut
$16.5K
WTA
309
Washington Trust Advisors
Massachusetts
$13.9K
SPIA
310
Steward Partners Investment Advisory
New York
$13.3K
SIC
311
Salem Investment Counselors
North Carolina
$13.1K
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$7.79K +$8.1K +260 New
Simplex Trading
313
Simplex Trading
Illinois
$4K +$4.98K +160 New
FSWA
314
Financial Synergies Wealth Advisors
Texas
$2.26K
BHWM
315
Beaird Harris Wealth Management
Texas
$2.04K
QC
316
Quent Capital
New York
$569 +$592 +19 New
EWA
317
EverSource Wealth Advisors
Alabama
$272
CSPIA
318
Cary Street Partners Investment Advisory
Virginia
$271
Fidelity Investments
319
Fidelity Investments
Massachusetts
$150 +$93 +3 +150%
SIS
320
Sound Income Strategies
Florida
$30
CW
321
CreativeOne Wealth
Kansas
-$4.16M -134,381 Closed
AWM
322
Activest Wealth Management
Florida
-$5.1M -112,432 Closed
FPCG
323
Forum Private Client Group
Indiana
-$1.85M -59,745 Closed
LWM
324
LJI Wealth Management
Indiana
-$60K -57,657 Closed
Citadel Advisors
325
Citadel Advisors
Florida
-$1.31M -42,296 Closed