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Dimensional US Core Equity Market ETF

226 hedge funds and large institutions have $1.22B invested in Dimensional US Core Equity Market ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 62

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

5% more funds holding

Funds holding: 215226 (+11)

4.14% less ownership

Funds ownership: 59.21%55.07% (-4.1%)

6% less capital invested

Capital invested by funds: $1.3B → $1.22B (-$73.2M)

18% less funds holding in top 10

Funds holding in top 10: 3831 (-7)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
226
Holders Change
+11
Holders Change %
+5.12%
% of All Funds
3.89%
Holding in Top 10
31
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.42%
% of All Funds
0.53%
New
33
Increased
117
Reduced
62
Closed
21
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$9.59M +$1.64M +59,064 +18%
TIM
27
Tortoise Investment Management
New York
$9.41M +$526K +18,894 +5%
ZF
28
Zhang Financial
Michigan
$9.38M +$4.25M +152,767 +69%
AF
29
Advisornet Financial
Minnesota
$9.32M +$617K +22,171 +6%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$8.78M +$1.51M +54,215 +18%
SHFA
31
SC&H Financial Advisors
Maryland
$8.44M +$1.08M +38,907 +13%
FMWA
32
Forvis Mazars Wealth Advisors
Missouri
$8.15M +$1.87M +67,043 +26%
WP
33
WealthSource Partners
California
$8.15M -$479K -17,195 -5%
SSC
34
Syverson Strege & Co
Iowa
$7.69M +$46.1K +1,656 +0.5%
RA
35
RFG Advisory
Alabama
$7.56M +$162K +5,824 +2%
NCM
36
Northland Capital Management
Minnesota
$7.48M -$677K -24,299 -8%
T
37
TCWP
Ohio
$7.19M +$5.46M +196,150 +219%
CPIG
38
Chicago Partners Investment Group
Illinois
$7.13M +$680K +24,407 +10%
AA
39
Auxano Advisors
Washington
$7.13M -$284K -10,214 -3%
PFO
40
Pathstone Family Office
New Jersey
$6.93M -$56.8M -2,040,942 -88%
FCG
41
Financial Connections Group
California
$6.91M +$838K +30,079 +12%
PWM
42
Perigon Wealth Management
California
$6.78M +$751K +26,984 +11%
CFO
43
CVA Family Office
Colorado
$6.74M -$83.2K -2,989 -1%
MWM
44
Mission Wealth Management
California
$6.61M -$62.4K -2,240 -0.8%
Mariner
45
Mariner
Kansas
$6.5M +$2.16M +77,697 +43%
PL
46
Plancorp LLC
Missouri
$6.31M +$1.06M +38,215 +18%
GPWA
47
Great Point Wealth Advisors
Massachusetts
$6.26M -$9.52M -341,823 -58%
CL
48
COWA LLC
Oklahoma
$6.18M -$390K -14,020 -5%
HR
49
Hardy Reed
Mississippi
$5.84M -$474K -17,013 -7%
PWA
50
Physician Wealth Advisors
Utah
$5.52M +$3.04M +109,353 +111%