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Dimensional US Core Equity Market ETF

283 hedge funds and large institutions have $1.68B invested in Dimensional US Core Equity Market ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 116 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 20

71% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 68

61% more funds holding in top 10

Funds holding in top 10: 3150 (+19)

50% more call options, than puts

Call options by funds: $3K | Put options by funds: $2K

37% more capital invested

Capital invested by funds: $1.22B → $1.68B (+$453M)

25% more funds holding

Funds holding: 226283 (+57)

6.14% more ownership

Funds ownership: 55.07%61.21% (+6.1%)

Holders
283
Holders Change
+57
Holders Change %
+25.22%
% of All Funds
4.55%
Holding in Top 10
50
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+61.29%
% of All Funds
0.8%
New
81
Increased
116
Reduced
68
Closed
20
Calls
$3K
Puts
$2K
Net Calls
+$1K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
26
Annapolis Financial Services
Maryland
$13.7M +$2.79M +102,589 +25%
SRWM
27
Shira Ridge Wealth Management
California
$13.5M +$13.6M +499,225 New
ZF
28
Zhang Financial
Michigan
$12.1M +$2.07M +76,052 +20%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$11.4M +$2.7M +99,318 +31%
SHFA
30
SC&H Financial Advisors
Maryland
$11.4M +$2.31M +85,138 +25%
MWM
31
Mattern Wealth Management
Kansas
$10.9M -$2.9M -106,754 -21%
Betterment LLC
32
Betterment LLC
New York
$10.5M -$256K -9,434 -2%
PL
33
Plancorp LLC
Missouri
$10.5M +$3.7M +136,217 +54%
TAM
34
TCP Asset Management
Ohio
$10.4M +$10.4M +383,666 New
WP
35
WealthSource Partners
California
$10.3M +$1.51M +55,618 +17%
AF
36
Advisornet Financial
Minnesota
$10.1M +$126K +4,638 +1%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$10.1M -$401K -14,740 -4%
FWS
38
FinDec Wealth Services
California
$9.91M +$9.97M +366,931 New
FPAS
39
Focus Partners Advisor Solutions
Missouri
$9.63M -$1.15M -42,170 -11%
PWM
40
Perigon Wealth Management
California
$9.59M +$2.31M +85,132 +32%
GPWA
41
Great Point Wealth Advisors
Massachusetts
$9.45M +$2.74M +100,757 +40%
Corient Private Wealth
42
Corient Private Wealth
Florida
$9.17M +$9.22M +339,335 New
KA
43
Kooman & Associates
Pennsylvania
$9.12M +$9.17M +337,542 New
AA
44
ACT Advisors
North Carolina
$9.11M +$7.11M +261,629 +346%
TIM
45
Tortoise Investment Management
New York
$9.06M -$1.05M -38,808 -10%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$9.03M -$1.28M -47,129 -12%
PWMG
47
Pioneer Wealth Management Group
Texas
$9.01M +$9.06M +333,485 New
WP
48
WMS Partners
Maryland
$8.88M +$8.93M +328,574 New
Mariner
49
Mariner
Kansas
$8.76M +$1.79M +65,721 +25%
SSC
50
Syverson Strege & Co
Iowa
$8.32M +$60.7K +2,232 +0.7%