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Dimensional US Core Equity Market ETF

95 hedge funds and large institutions have $446M invested in Dimensional US Core Equity Market ETF in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

940% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 5

500% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 5

38% more capital invested

Capital invested by funds: $322M → $446M (+$124M)

36% more funds holding

Funds holding: 7095 (+25)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6.75% less ownership

Funds ownership: 54.22%47.46% (-6.8%)

Holders
95
Holders Change
+25
Holders Change %
+35.71%
% of All Funds
1.65%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
30
Increased
52
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$805K +$170K +5,765 +28%
WCWM
52
Willow Creek Wealth Management
California
$804K +$319K +10,778 +68%
BAM
53
Baldrige Asset Management
Pennsylvania
$797K +$780K +26,379 New
UWM
54
USAdvisors Wealth Management
Minnesota
$777K +$8.01K +271 +1%
SWA
55
Sax Wealth Advisors
New Jersey
$712K +$355K +11,995 +104%
DAS
56
Dynamic Advisor Solutions
Arizona
$709K +$239K +8,074 +52%
VCM
57
Versant Capital Management
Arizona
$589K
HIGP
58
Hill Investment Group Partners
Missouri
$532K +$521K +17,623 New
CMBA
59
C.M. Bidwell & Associates
Hawaii
$532K +$440K +14,889 +544%
PCM
60
Parsons Capital Management
Rhode Island
$513K +$65.5K +2,215 +15%
AWM
61
AE Wealth Management
Kansas
$508K +$106K +3,575 +27%
TFA
62
Teamwork Financial Advisors
Texas
$508K +$106K +3,575 +27%
MG
63
Mather Group
Illinois
$490K +$160K +5,406 +50%
ACP
64
Aveo Capital Partners
Colorado
$488K +$477K +16,142 New
AMC
65
Asset Management Corp
Illinois
$469K +$294K +9,948 New
RB
66
Renasant Bank
Mississippi
$457K
AC
67
Applied Capital
Arkansas
$394K +$133K +4,514 +53%
KAS
68
Kestra Advisory Services
Texas
$393K +$174K +5,872 +82%
MML Investors Services
69
MML Investors Services
Massachusetts
$353K +$79.7K +2,695 +30%
CIBC World Market
70
CIBC World Market
Ontario, Canada
$332K -$23.6K -800 -7%
BSW
71
Buckingham Strategic Wealth
Missouri
$327K +$320K +10,835 New
AWA
72
Acorn Wealth Advisors
Michigan
$310K +$303K +10,265 New
RHBC
73
R.H. Bluestein & Co
Michigan
$291K +$285K +9,645 New
ASN
74
Advisory Services Network
Georgia
$283K +$277K +9,363 New
FNBSF
75
First National Bank Sioux Falls
South Dakota
$269K