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Dimensional US Core Equity Market ETF

303 hedge funds and large institutions have $1.78B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 77 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,367% more call options, than puts

Call options by funds: $44K | Put options by funds: $3K

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

104% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 77

7% more funds holding

Funds holding: 283303 (+20)

6% more capital invested

Capital invested by funds: $1.68B → $1.78B (+$105M)

1.04% less ownership

Funds ownership: 61.21%60.17% (-1%)

2% less funds holding in top 10

Funds holding in top 10: 5049 (-1)

Holders
303
Holders Change
+20
Holders Change %
+7.07%
% of All Funds
4.83%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
35
Increased
157
Reduced
77
Closed
10
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$40K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
AWM Capital
Arizona
$14.8M +$163K +5,770 +1%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$14.5M +$4.21M +148,870 +42%
SRWM
28
Shira Ridge Wealth Management
California
$14.4M +$66.8K +2,364 +0.5%
TAM
29
TCP Asset Management
Ohio
$14.3M +$3.16M +111,929 +29%
SFG
30
Sterling Financial Group
California
$14.2M
SHFA
31
SC&H Financial Advisors
Maryland
$14.1M +$1.99M +70,276 +17%
AWM
32
Arista Wealth Management
Nevada
$14.1M +$10.4M +367,037 +297%
AA
33
ACT Advisors
North Carolina
$13M +$3.22M +114,070 +34%
ZF
34
Zhang Financial
Michigan
$12.7M -$201K -7,119 -2%
BJL
35
Brighton Jones LLC
Washington
$12.6M +$4.24M +150,125 +52%
Bank of America
36
Bank of America
North Carolina
$12.3M +$7.59M +268,392 +168%
LWM
37
Liberty Wealth Management
California
$12.3M +$12M +424,171 New
Mariner
38
Mariner
Kansas
$12.2M +$2.8M +99,144 +31%
PWM
39
Perigon Wealth Management
California
$11.6M +$1.36M +48,060 +14%
RRCM
40
Rappaport Reiches Capital Management
Illinois
$11.5M +$2.62M +92,766 +30%
PL
41
Plancorp LLC
Missouri
$11M -$115K -4,068 -1%
WP
42
WealthSource Partners
California
$10.9M -$5.77K -204 -0.1%
AF
43
Advisornet Financial
Minnesota
$10.9M +$65.6K +2,320 +0.6%
PWMG
44
Pioneer Wealth Management Group
Texas
$10.6M +$1.01M +35,666 +11%
RS
45
Retirement Solution
Washington
$10.4M -$99.1M -3,503,726 -91%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$10.4M -$347K -12,286 -3%
GPWA
47
Great Point Wealth Advisors
Massachusetts
$9.97M -$84.9K -3,004 -0.9%
TIM
48
Tortoise Investment Management
New York
$9.93M +$278K +9,832 +3%
AFA
49
Alpha Financial Advisors
North Carolina
$9.91M +$2.13M +75,283 +28%
SDWIA
50
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$9.55M +$944K +33,407 +11%