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Dimensional US Core Equity Market ETF

95 hedge funds and large institutions have $446M invested in Dimensional US Core Equity Market ETF in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

940% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 5

500% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 5

38% more capital invested

Capital invested by funds: $322M → $446M (+$124M)

36% more funds holding

Funds holding: 7095 (+25)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6.75% less ownership

Funds ownership: 54.22%47.46% (-6.8%)

Holders
95
Holders Change
+25
Holders Change %
+35.71%
% of All Funds
1.65%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
30
Increased
52
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.9M +$597K +20,213 +19%
CFO
27
CVA Family Office
Colorado
$3.74M +$168K +5,701 +5%
AA
28
Advisory Alpha
Michigan
$3.72M +$3.64M +123,037 New
RCAG
29
Rehmann Capital Advisory Group
Michigan
$3.47M +$689K +23,302 +25%
CL
30
COWA LLC
Oklahoma
$3.42M +$493K +16,680 +17%
Stifel Financial
31
Stifel Financial
Missouri
$2.48M +$2.42M +81,977 New
CL
32
CPWM LLC
Washington
$2.44M +$1.05M +35,389 +78%
CIAS
33
Capital Investment Advisory Services
North Carolina
$2.35M +$798K +26,995 +53%
PWM
34
Perigon Wealth Management
California
$2.3M +$559K +18,929 +33%
OPS
35
Orion Portfolio Solutions
Nebraska
$2.01M +$1.97M +66,547 New
UR
36
USCA RIA
Texas
$1.76M +$1.08M +36,488 +166%
EFL
37
ERn Financial LLC
Wisconsin
$1.72M +$771K +26,079 +84%
DADC
38
D.A. Davidson & Co
Montana
$1.72M +$1.68M +56,800 New
AIS
39
American Investment Services
Massachusetts
$1.54M +$1.51M +51,076 New
CA
40
CGN Advisors
Kansas
$1.47M +$395K +13,352 +38%
MCA
41
Magnolia Capital Advisors
Mississippi
$1.33M +$1.3M +44,067 New
Osaic Holdings
42
Osaic Holdings
Arizona
$1.31M +$595K +20,146 +87%
AFS
43
Annapolis Financial Services
Maryland
$1.3M +$131K +4,441 +12%
LWAC
44
Laurel Wealth Advisors (California)
California
$1.21M +$905K +30,611 +322%
CAN
45
Cetera Advisor Networks
California
$1.2M +$80.1K +2,709 +7%
BFA
46
Beacon Financial Advisory
Ohio
$1.13M -$313K -10,582 -22%
Jane Street
47
Jane Street
New York
$1.1M +$472K +15,972 +78%
FTUS
48
Flow Traders U.S.
New York
$1.1M +$1.08M +36,422 New
SC
49
Savant Capital
Illinois
$895K +$876K +29,626 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$818K -$81.8K -2,769 -9%