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Dimensional US Core Equity Market ETF

115 hedge funds and large institutions have $544M invested in Dimensional US Core Equity Market ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,675% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 4

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $446M → $544M (+$98.2M)

21% more funds holding

Funds holding: 95115 (+20)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2.06% less ownership

Funds ownership: 47.46%45.4% (-2.1%)

Holders
115
Holders Change
+20
Holders Change %
+21.05%
% of All Funds
2.01%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
26
Increased
71
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
51
Laurel Wealth Advisors (California)
California
$1.21M +$3.24K +105 +0.3%
ACP
52
Aveo Capital Partners
Colorado
$1.18M +$711K +23,035 +143%
BFA
53
Beacon Financial Advisory
Ohio
$1.17M +$50.2K +1,626 +4%
MWM
54
Mission Wealth Management
California
$1.16M +$949K +30,756 +402%
FTUS
55
Flow Traders U.S.
New York
$1.13M +$27.6K +893 +2%
IA
56
IFP Advisors
Florida
$1.09M +$281K +9,109 +34%
BAM
57
Baldrige Asset Management
Pennsylvania
$1.03M +$245K +7,929 +30%
Renaissance Technologies
58
Renaissance Technologies
New York
$955K +$978K +31,700 New
WCWM
59
Willow Creek Wealth Management
California
$875K +$75K +2,431 +9%
DAS
60
Dynamic Advisor Solutions
Arizona
$819K +$114K +3,691 +16%
UWM
61
USAdvisors Wealth Management
Minnesota
$779K +$4.07K +132 +0.5%
VCM
62
Versant Capital Management
Arizona
$779K +$196K +6,349 +33%
HIGP
63
Hill Investment Group Partners
Missouri
$774K +$249K +8,052 +46%
SWA
64
Sax Wealth Advisors
New Jersey
$759K +$50.3K +1,631 +7%
MOS
65
MGO One Seven
Ohio
$626K +$602K +19,516 New
BJL
66
Brighton Jones LLC
Washington
$614K +$628K +20,361 New
PCM
67
Parsons Capital Management
Rhode Island
$593K +$83.4K +2,703 +16%
AWM
68
AE Wealth Management
Kansas
$543K +$37K +1,200 +7%
TFA
69
Teamwork Financial Advisors
Texas
$543K +$37K +1,200 +7%
KAS
70
Kestra Advisory Services
Texas
$536K +$147K +4,758 +37%
CMBA
71
C.M. Bidwell & Associates
Hawaii
$531K
SDH
72
Sloy Dahl & Holst
Washington
$480K +$491K +15,923 New
AWA
73
Acorn Wealth Advisors
Michigan
$459K +$153K +4,962 +48%
RB
74
Renasant Bank
Mississippi
$456K
MML Investors Services
75
MML Investors Services
Massachusetts
$453K +$103K +3,343 +29%