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Dimensional US Core Equity Market ETF

303 hedge funds and large institutions have $1.78B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 77 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,367% more call options, than puts

Call options by funds: $44K | Put options by funds: $3K

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

104% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 77

7% more funds holding

Funds holding: 283303 (+20)

6% more capital invested

Capital invested by funds: $1.68B → $1.78B (+$105M)

1.04% less ownership

Funds ownership: 61.21%60.17% (-1%)

2% less funds holding in top 10

Funds holding in top 10: 5049 (-1)

Holders
303
Holders Change
+20
Holders Change %
+7.07%
% of All Funds
4.83%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
35
Increased
157
Reduced
77
Closed
10
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$40K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Mission Wealth Management
California
$9.42M +$1.6M +56,694 +21%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$9.26M -$354K -12,530 -4%
Creative Planning
53
Creative Planning
Kansas
$9.16M -$6.63M -234,583 -42%
CPIG
54
Chicago Partners Investment Group
Illinois
$8.77M +$1.14M +40,289 +15%
Jane Street
55
Jane Street
New York
$8.72M +$5.49M +194,186 +178%
PWA
56
Physician Wealth Advisors
Utah
$8.71M +$510K +18,050 +6%
FWS
57
FinDec Wealth Services
California
$8.62M -$1.9M -67,167 -18%
SSC
58
Syverson Strege & Co
Iowa
$8.58M -$278K -9,845 -3%
WP
59
WMS Partners
Maryland
$8.42M -$1.02M -35,931 -11%
FCG
60
Financial Connections Group
California
$8.1M +$158K +5,602 +2%
SC
61
Savant Capital
Illinois
$7.93M +$1.05M +37,063 +16%
AA
62
Advisory Alpha
Michigan
$7.87M +$905K +32,017 +13%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$7.44M -$1.18M -41,661 -14%
WCWM
64
Willow Creek Wealth Management
California
$7.35M +$826K +29,208 +13%
CFO
65
CVA Family Office
Colorado
$7.25M +$91.6K +3,241 +1%
IWC
66
Integrated Wealth Concepts
Massachusetts
$7M +$3.66M +129,363 +114%
JWA
67
JFS Wealth Advisors
Pennsylvania
$6.79M +$454K +16,066 +7%
LFGO
68
Legacy Financial Group (Oklahoma)
Oklahoma
$6.52M +$1.06M +37,400 +20%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$6.45M +$98.7K +3,491 +2%
CWM
70
Cherrydale Wealth Management
New Jersey
$6.3M +$381K +13,468 +7%
EFL
71
ERn Financial LLC
Wisconsin
$6.28M +$227K +8,025 +4%
IA
72
IFP Advisors
Florida
$6.25M +$352K +12,453 +5%
USCWA
73
U.S. Capital Wealth Advisors
Texas
$6.06M +$362K +12,809 +6%
Osaic Holdings
74
Osaic Holdings
Arizona
$6M +$893K +31,601 +18%
PWM
75
PBMares Wealth Management
Virginia
$5.85M +$476K +16,844 +9%