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Dimensional US Core Equity Market ETF

283 hedge funds and large institutions have $1.68B invested in Dimensional US Core Equity Market ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 116 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 20

71% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 68

61% more funds holding in top 10

Funds holding in top 10: 3150 (+19)

50% more call options, than puts

Call options by funds: $3K | Put options by funds: $2K

37% more capital invested

Capital invested by funds: $1.22B → $1.68B (+$453M)

25% more funds holding

Funds holding: 226283 (+57)

6.14% more ownership

Funds ownership: 55.07%61.21% (+6.1%)

Holders
283
Holders Change
+57
Holders Change %
+25.22%
% of All Funds
4.55%
Holding in Top 10
50
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+61.29%
% of All Funds
0.8%
New
81
Increased
116
Reduced
68
Closed
20
Calls
$3K
Puts
$2K
Net Calls
+$1K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
RRCM
51
Rappaport Reiches Capital Management
Illinois
$8.27M +$5.16M +189,803 +163%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$8.12M -$1.33M -48,820 -14%
SDWIA
53
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$8.07M +$2.23M +82,015 +38%
PWA
54
Physician Wealth Advisors
Utah
$8.02M +$2.03M +74,664 +36%
BJL
55
Brighton Jones LLC
Washington
$7.77M +$1.88M +69,092 +32%
CPIG
56
Chicago Partners Investment Group
Illinois
$7.77M -$37.7K -1,388 -0.5%
LPL Financial
57
LPL Financial
California
$7.71M +$6.34M +233,283 +448%
SIS
58
Strategic Investment Solutions
Illinois
$7.46M +$6.84M +251,746 New
FCG
59
Financial Connections Group
California
$7.45M +$24.3K +894 +0.3%
MWM
60
Mission Wealth Management
California
$7.32M +$221K +8,120 +3%
AFA
61
Alpha Financial Advisors
North Carolina
$7.27M +$7.32M +269,222 New
CFO
62
CVA Family Office
Colorado
$6.73M -$520K -19,127 -7%
AA
63
Advisory Alpha
Michigan
$6.52M +$943K +34,688 +17%
AA
64
Auxano Advisors
Washington
$6.44M -$1.22M -45,065 -16%
SC
65
Savant Capital
Illinois
$6.24M +$1.78M +65,371 +38%
WCWM
66
Willow Creek Wealth Management
California
$6.12M +$2.94M +108,007 +91%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$5.97M +$1.73M +63,656 +41%
IA
68
IFP Advisors
Florida
$5.96M +$805K +29,603 +14%
JWA
69
JFS Wealth Advisors
Pennsylvania
$5.95M +$5.53M +203,397 +1,217%
EFL
70
ERn Financial LLC
Wisconsin
$5.68M +$549K +20,197 +11%
CWM
71
Cherrydale Wealth Management
New Jersey
$5.55M +$1.52M +55,745 +37%
DPI
72
Diversified Portfolios Inc
Michigan
$5.39M +$300K +11,023 +6%
USCWA
73
U.S. Capital Wealth Advisors
Texas
$5.35M +$1.69M +62,255 +46%
HR
74
Hardy Reed
Mississippi
$5.29M -$992K -36,482 -16%
LFGO
75
Legacy Financial Group (Oklahoma)
Oklahoma
$5.12M +$5.15M +189,379 New