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Dimensional US Core Equity Market ETF

215 hedge funds and large institutions have $1.3B invested in Dimensional US Core Equity Market ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 41

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

15% more funds holding

Funds holding: 187215 (+28)

12% more capital invested

Capital invested by funds: $1.15B → $1.3B (+$142M)

0.62% more ownership

Funds ownership: 58.58%59.21% (+0.62%)

Holders
215
Holders Change
+28
Holders Change %
+14.97%
% of All Funds
3.62%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.64%
New
50
Increased
112
Reduced
41
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ALWM
51
Andrews Lucia Wealth Management
California
$5.98M +$24.5K +853 +0.5%
CWR
52
Chico Wealth RIA
California
$5.95M +$2.4M +83,564 +59%
BJL
53
Brighton Jones LLC
Washington
$5.88M +$1.49M +51,809 +30%
ZF
54
Zhang Financial
Michigan
$5.82M +$6.32M +220,205 New
SDWIA
55
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.65M +$460K +16,039 +8%
PL
56
Plancorp LLC
Missouri
$5.62M +$5.8M +201,999 +1,870%
CL
57
CPWM LLC
Washington
$5.11M +$2.97M +103,328 +115%
DPI
58
Diversified Portfolios Inc
Michigan
$5.07M +$2.65M +92,437 +93%
AA
59
Ancora Advisors
Ohio
$5M +$76.7K +2,670 +1%
TWP
60
Total Wealth Planning
Ohio
$4.96M -$3.2M -111,599 -37%
AA
61
Advisory Alpha
Michigan
$4.79M +$323K +11,258 +7%
Mariner
62
Mariner
Kansas
$4.78M +$2.59M +90,341 +100%
Jane Street
63
Jane Street
New York
$4.69M +$4.76M +165,931 +1,439%
EFL
64
ERn Financial LLC
Wisconsin
$4.68M +$2.17M +75,490 +74%
MFG
65
Monumental Financial Group
Maryland
$4.65M +$5.05M +175,802 New
MFA
66
Morling Financial Advisors
California
$4.61M +$5.01M +174,561 New
KPWS
67
Kestra Private Wealth Services
Texas
$4.54M +$11.7K +409 +0.2%
SC
68
Savant Capital
Illinois
$4.2M +$853K +29,708 +23%
Osaic Holdings
69
Osaic Holdings
Arizona
$4.06M +$923K +32,163 +27%
CW
70
CreativeOne Wealth
Kansas
$3.86M -$183K -6,386 -4%
WFA
71
WMG Financial Advisors
Tennessee
$3.77M -$1.26M -43,878 -24%
CIAS
72
Capital Investment Advisory Services
North Carolina
$3.63M +$167K +5,819 +4%
IA
73
IFP Advisors
Florida
$3.54M
CAN
74
Cetera Advisor Networks
California
$3.48M -$601K -20,934 -14%
CIA
75
Caerus Investment Advisors
Texas
$3.38M +$4.17M +145,251 New