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Dimensional US Core Equity Market ETF

186 hedge funds and large institutions have $1.15B invested in Dimensional US Core Equity Market ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 33 reducing their positions, and 18 closing their positions.

Holders
186
Holders Change
+23
Holders Change %
+14.11%
% of All Funds
2.94%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.44%
New
42
Increased
96
Reduced
33
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AA
26
Auxano Advisors
Washington
$9.11M 288,919 -18,036 -6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$8.68M 275,326 +20,621 +8%
TIM
28
Tortoise Investment Management
New York
$8.6M 272,763 +20,725 +8%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$8.45M 267,960 +102,142 +62%
HR
30
Hardy Reed
Mississippi
$8.35M 264,921 -4,719 -2%
FWP
31
Firethorn Wealth Partners
Georgia
$8.24M 261,424 +6,765 +3%
CL
32
COWA LLC
Oklahoma
$8.19M 258,187 +32,257 +14%
RA
33
RFG Advisory
Alabama
$8.17M 259,249 +259,249 New
CFO
34
CVA Family Office
Colorado
$7.49M 237,682 +76,939 +48%
Osaic Holdings
35
Osaic Holdings
Arizona
$7.4M 121,207 +41,407 +52%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$6.88M 218,230 +23,790 +12%
MWM
37
Mission Wealth Management
California
$6.72M 213,209 +152,882 +253%
WP
38
WealthSource Partners
California
$6.59M 208,951 +575 +0.3%
FCG
39
Financial Connections Group
California
$6.5M 206,160 +6,952 +3%
ALWM
40
Andrews Lucia Wealth Management
California
$6.23M 188,830
SDWIA
41
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.23M 197,588 +9,584 +5%
BSW
42
Buckingham Strategic Wealth
Missouri
$6.22M 197,428 +177,392 +885%
CPIG
43
Chicago Partners Investment Group
Illinois
$6.15M 223,145 +10,711 +5%
WFA
44
WMG Financial Advisors
Tennessee
$5.89M 186,573 -7,063 -4%
AA
45
Ancora Advisors
Ohio
$5.88M 186,625 +24,813 +15%
WG
46
Watchman Group
Texas
$5.63M 178,512 +60,237 +51%
KPWS
47
Kestra Private Wealth Services
Texas
$5.4M 171,441 +136,583 +392%
BJL
48
Brighton Jones LLC
Washington
$5.38M 170,574 +64,438 +61%
AA
49
Advisory Alpha
Michigan
$5.35M 169,844 +25,379 +18%
AFS
50
Annapolis Financial Services
Maryland
$5.16M 163,657 +55,321 +51%