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Dimensional US Core Equity Market ETF

215 hedge funds and large institutions have $1.3B invested in Dimensional US Core Equity Market ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 41

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

15% more funds holding

Funds holding: 187215 (+28)

12% more capital invested

Capital invested by funds: $1.15B → $1.3B (+$142M)

0.62% more ownership

Funds ownership: 58.58%59.21% (+0.62%)

Holders
215
Holders Change
+28
Holders Change %
+14.97%
% of All Funds
3.62%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.64%
New
50
Increased
112
Reduced
41
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
26
Highland Financial Advisors
New Jersey
$9.64M +$10.5M +364,799 New
TIM
27
Tortoise Investment Management
New York
$9.39M +$2.37M +82,556 +30%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$9.29M +$5.62M +195,667 +126%
HWM
29
HB Wealth Management
Georgia
$9.26M +$1.44M +49,999 +17%
AF
30
Advisornet Financial
Minnesota
$9.21M +$8.35M +290,793 +504%
WP
31
WealthSource Partners
California
$9.02M +$3.8M +132,289 +63%
WWP
32
Waypoint Wealth Partners
California
$8.8M +$9.55M +332,800 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$8.52M +$1.35M +47,090 +17%
NCM
34
Northland Capital Management
Minnesota
$8.5M -$7.59M -264,289 -45%
RW
35
RVW Wealth
California
$8.1M +$8.4M +292,653 +2,112%
SSC
36
Syverson Strege & Co
Iowa
$8.04M +$180K +6,265 +2%
RA
37
RFG Advisory
Alabama
$7.9M +$396K +13,778 +5%
SHFA
38
SC&H Financial Advisors
Maryland
$7.84M +$3.82M +133,188 +81%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$7.8M +$2.2M +76,735 +35%
AA
40
Auxano Advisors
Washington
$7.76M +$139K +4,839 +2%
AFS
41
Annapolis Financial Services
Maryland
$7.65M +$3.61M +125,919 +77%
CFO
42
CVA Family Office
Colorado
$7.16M +$958K +33,355 +14%
MWM
43
Mission Wealth Management
California
$7M +$1.48M +51,703 +24%
CPIG
44
Chicago Partners Investment Group
Illinois
$6.93M +$489K +17,024 +8%
CL
45
COWA LLC
Oklahoma
$6.84M +$4.45K +155 +0.1%
FMWA
46
Forvis Mazars Wealth Advisors
Missouri
$6.8M +$7.38M +257,143 New
FWP
47
Firethorn Wealth Partners
Georgia
$6.6M -$916K -31,908 -12%
HR
48
Hardy Reed
Mississippi
$6.59M -$450K -15,677 -6%
FCG
49
Financial Connections Group
California
$6.47M +$1.11M +38,648 +19%
PWM
50
Perigon Wealth Management
California
$6.41M +$2.67M +93,130 +62%