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Dimensional US Core Equity Market ETF

115 hedge funds and large institutions have $544M invested in Dimensional US Core Equity Market ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,675% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 4

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $446M → $544M (+$98.2M)

21% more funds holding

Funds holding: 95115 (+20)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2.06% less ownership

Funds ownership: 47.46%45.4% (-2.1%)

Holders
115
Holders Change
+20
Holders Change %
+21.05%
% of All Funds
2.01%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
26
Increased
71
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$4.53M +$3.41M +110,614 +278%
CL
27
COWA LLC
Oklahoma
$4.29M +$895K +28,985 +26%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$4.1M +$218K +7,061 +5%
AA
29
Advisory Alpha
Michigan
$4.08M +$383K +12,412 +10%
RCAG
30
Rehmann Capital Advisory Group
Michigan
$3.78M +$367K +11,876 +10%
CIAS
31
Capital Investment Advisory Services
North Carolina
$3.69M +$1.38M +44,664 +57%
Betterment LLC
32
Betterment LLC
New York
$3.41M +$3.49M +113,155 New
UBS Group
33
UBS Group
Switzerland
$3.36M -$1.26M -40,703 -27%
AF
34
Advisornet Financial
Minnesota
$2.73M -$1.47M -47,602 -34%
CL
35
CPWM LLC
Washington
$2.71M +$286K +9,273 +11%
PWM
36
Perigon Wealth Management
California
$2.71M +$425K +13,780 +18%
USCWA
37
U.S. Capital Wealth Advisors
Texas
$2.14M +$2.19M +70,940 New
AC
38
AWM Capital
Arizona
$2.09M +$1.97M +63,729 New
OPS
39
Orion Portfolio Solutions
Nebraska
$2.06M +$60.7K +1,967 +3%
EFL
40
ERn Financial LLC
Wisconsin
$2.04M +$328K +10,632 +19%
DADC
41
D.A. Davidson & Co
Montana
$1.88M +$170K +5,500 +10%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.83M +$534K +17,309 +40%
CA
43
CGN Advisors
Kansas
$1.76M +$306K +9,930 +20%
AIS
44
American Investment Services
Massachusetts
$1.72M +$185K +5,981 +12%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1.59M +$1.63M +52,758 New
AFS
46
Annapolis Financial Services
Maryland
$1.53M +$238K +7,700 +18%
SC
47
Savant Capital
Illinois
$1.49M +$616K +19,949 +67%
MCA
48
Magnolia Capital Advisors
Mississippi
$1.45M +$120K +3,878 +9%
MG
49
Mather Group
Illinois
$1.31M +$837K +27,132 +167%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.23M +$421K +13,633 +50%