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Dimensional US Core Equity Market ETF

320 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 91

14% more capital invested

Capital invested by funds: $2.2B → $2.5B (+$306M)

9% more funds holding in top 10

Funds holding in top 10: 5661 (+5)

6% more ownership

Funds ownership: 58.36%64.36% (+6%)

1% less funds holding

Funds holding: 322320 (-2)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $32K

Holders
320
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.08%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
91
Closed
20
Calls
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$21.1M +$2.99M +95,930 +16%
AFS
27
Annapolis Financial Services
Maryland
$20.4M +$681K +21,869 +3%
FMWA
28
Forvis Mazars Wealth Advisors
Missouri
$20.1M +$1.86M +59,689 +10%
BJL
29
Brighton Jones LLC
Washington
$18.9M +$2.92M +93,935 +18%
TAM
30
TCP Asset Management
Ohio
$18.8M -$136K -4,377 -0.7%
Stifel Financial
31
Stifel Financial
Missouri
$18.6M -$1M -32,261 -5%
RRCM
32
Rappaport Reiches Capital Management
Illinois
$18.3M +$4.15M +133,448 +28%
SFG
33
Sterling Financial Group
California
$18M -$1.38M -44,332 -7%
FPAS
34
Focus Partners Advisor Solutions
Missouri
$18M +$3.17M +101,920 +20%
SHFA
35
SC&H Financial Advisors
Maryland
$16.9M +$1.76M +56,521 +11%
SRWM
36
Shira Ridge Wealth Management
California
$16.2M +$303K +9,717 +2%
HFA
37
Highland Financial Advisors
New Jersey
$15.7M -$22.5K -724 -0.1%
AssetMark Inc
38
AssetMark Inc
California
$15.6M -$10.2K -329 -0.1%
PWMG
39
Pioneer Wealth Management Group
Texas
$15.2M +$3.37M +108,286 +27%
AC
40
AWM Capital
Arizona
$15M -$335K -10,755 -2%
AA
41
ACT Advisors
North Carolina
$15M +$158K +5,065 +1%
LWM
42
Liberty Wealth Management
California
$14.9M +$2.21M +70,985 +17%
PO
43
Private Ocean
California
$14.4M -$594K -19,074 -4%
KA
44
Kure Advisory
Minnesota
$14.3M +$14.9M +479,074 New
AFA
45
Alpha Financial Advisors
North Carolina
$14.1M +$1.01M +32,432 +7%
FCG
46
Financial Connections Group
California
$13.8M +$5.5M +176,794 +62%
Bank of America
47
Bank of America
North Carolina
$13.8M +$559K +17,961 +4%
PWM
48
Perigon Wealth Management
California
$13.6M +$424K +13,615 +3%
HIG
49
Heritage Investment Group
Florida
$13M +$7.84M +251,743 +139%
MWM
50
Mission Wealth Management
California
$13M +$1.63M +52,280 +14%