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Dimensional US Core Equity Market ETF

321 hedge funds and large institutions have $2.2B invested in Dimensional US Core Equity Market ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 7 closing their positions.

Holders
321
Holders Change
+19
Holders Change %
+6.29%
% of All Funds
5.06%
Holding in Top 10
56
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.29%
% of All Funds
0.88%
New
31
Increased
164
Reduced
87
Closed
7
Calls
$70K
Puts
Net Calls
+$70K
Net Calls Change
+$29K
Name Market Value Shares Shares
Change
Shares
Change %
WP
51
WealthSource Partners
California
$11.5M 369,996 -9,463 -2%
TIM
52
Tortoise Investment Management
New York
$10.9M 351,688 +6,451 +2%
GPWA
53
Great Point Wealth Advisors
Massachusetts
$10.7M 345,053 -1,661 -0.5%
Creative Planning
54
Creative Planning
Kansas
$10.2M 330,517 +12,116 +4%
SC
55
Savant Capital
Illinois
$10.2M 330,187 +54,604 +20%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$10.1M 324,819 -37,014 -10%
CPIG
57
Chicago Partners Investment Group
Illinois
$9.81M 310,428 +6,951 +2%
RS
58
Retirement Solution
Washington
$9.66M 311,572 -51,033 -14%
PWA
59
Physician Wealth Advisors
Utah
$9.42M 303,819 +3,576 +1%
SSC
60
Syverson Strege & Co
Iowa
$9.41M 303,730 +5,506 +2%
FWS
61
FinDec Wealth Services
California
$9.38M 302,582 +2,818 +0.9%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$9.34M 301,244 +42,545 +16%
AA
63
Advisory Alpha
Michigan
$8.94M 288,419 +15,001 +5%
FCG
64
Financial Connections Group
California
$8.79M 283,612 +2,229 +0.8%
V
65
VeraBank
Texas
$8.47M 273,331 +203,564 +292%
JWA
66
JFS Wealth Advisors
Pennsylvania
$8.43M 271,977 +35,803 +15%
IA
67
IFP Advisors
Florida
$8.35M 269,480 +16,811 +7%
WP
68
WMS Partners
Maryland
$8.08M 260,708 -31,935 -11%
PFO
69
Pathstone Family Office
New Jersey
$8.01M 258,391 +202,246 +360%
LFGO
70
Legacy Financial Group (Oklahoma)
Oklahoma
$7.99M 257,858 +31,079 +14%
CFO
71
CVA Family Office
Colorado
$7.93M 255,826 +3,664 +1%
WCWM
72
Willow Creek Wealth Management
California
$7.84M 253,143 -2,388 -0.9%
MCM
73
MAI Capital Management
Ohio
$7.78M 251,184 +68,337 +37%
PWM
74
PBMares Wealth Management
Virginia
$7.3M 235,540 +32,099 +16%
IWC
75
Integrated Wealth Concepts
Massachusetts
$7.26M 234,351 -8,889 -4%