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Dimensional US Core Equity Market ETF

226 hedge funds and large institutions have $1.22B invested in Dimensional US Core Equity Market ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 62

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

5% more funds holding

Funds holding: 215226 (+11)

4.14% less ownership

Funds ownership: 59.21%55.07% (-4.1%)

6% less capital invested

Capital invested by funds: $1.3B → $1.22B (-$73.2M)

18% less funds holding in top 10

Funds holding in top 10: 3831 (-7)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
226
Holders Change
+11
Holders Change %
+5.12%
% of All Funds
3.89%
Holding in Top 10
31
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.42%
% of All Funds
0.53%
New
33
Increased
117
Reduced
62
Closed
21
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
51
Brighton Jones LLC
Washington
$5.49M -$110K -3,968 -2%
SDWIA
52
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.44M +$79.4K +2,851 +1%
IA
53
IFP Advisors
Florida
$5.23M +$1.89M +67,962 +48%
FWP
54
Firethorn Wealth Partners
Georgia
$5.22M -$616K -22,121 -10%
AA
55
Advisory Alpha
Michigan
$5.2M +$713K +25,611 +14%
EFL
56
ERn Financial LLC
Wisconsin
$4.78M +$362K +12,984 +7%
DPI
57
Diversified Portfolios Inc
Michigan
$4.74M -$94.6K -3,398 -2%
AA
58
Ancora Advisors
Ohio
$4.56M -$220K -7,889 -4%
SC
59
Savant Capital
Illinois
$4.36M +$397K +14,271 +9%
CWR
60
Chico Wealth RIA
California
$4.35M -$1.45M -52,116 -23%
MFA
61
Morling Financial Advisors
California
$4.18M -$233K -8,375 -5%
PWM
62
PBMares Wealth Management
Virginia
$4.09M -$7.09M -254,520 -61%
RJA
63
Raymond James & Associates
Florida
$4.06M +$4.5M +161,474 New
Osaic Holdings
64
Osaic Holdings
Arizona
$3.97M +$125K +4,505 +3%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$3.95M -$9.31M -334,239 -68%
CWM
66
Cherrydale Wealth Management
New Jersey
$3.77M +$1.08M +38,719 +35%
HCM
67
Hutchinson Capital Management
California
$3.67M +$1.04M +37,473 +35%
CIAS
68
Capital Investment Advisory Services
North Carolina
$3.56M +$123K +4,422 +3%
BPA
69
Beacon Pointe Advisors
California
$3.53M +$734K +26,342 +23%
LWM
70
Liberty Wealth Management
California
$3.5M +$3.87M +138,973 New
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$3.44M +$3.73M +134,015 New
USCWA
72
U.S. Capital Wealth Advisors
Texas
$3.41M +$409K +14,687 +12%
CAN
73
Cetera Advisor Networks
California
$3.29M -$23.3K -838 -0.6%
CW
74
CreativeOne Wealth
Kansas
$3.19M -$543K -19,489 -13%
ALWM
75
Andrews Lucia Wealth Management
California
$3.15M -$1.79M -64,259 -34%