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Dimensional US Core Equity Market ETF

320 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 91

14% more capital invested

Capital invested by funds: $2.2B → $2.5B (+$306M)

9% more funds holding in top 10

Funds holding in top 10: 5661 (+5)

6% more ownership

Funds ownership: 58.36%64.36% (+6%)

1% less funds holding

Funds holding: 322320 (-2)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $32K

Holders
320
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.08%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
91
Closed
20
Calls
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$12.9M -$2.1M -67,498 -14%
EFP
52
Envision Financial Planning
Tennessee
$12.9M +$13.4M +429,490 New
ZF
53
Zhang Financial
Michigan
$12.5M -$34.2K -1,098 -0.3%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$12.5M +$6.1M +196,021 +89%
SC
55
Savant Capital
Illinois
$12.1M +$2.25M +72,364 +22%
SDWIA
56
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$11.6M +$339K +10,881 +3%
PL
57
Plancorp LLC
Missouri
$11.4M -$38.1K -1,225 -0.3%
AWM
58
Austin Wealth Management
Texas
$11.2M +$11M +354,682 New
AF
59
Advisornet Financial
Minnesota
$11M -$269K -8,644 -2%
GPWA
60
Great Point Wealth Advisors
Massachusetts
$10.5M +$207K +6,652 +2%
PWA
61
Physician Wealth Advisors
Utah
$10.5M +$1.33M +42,576 +14%
RJA
62
Raymond James & Associates
Florida
$10.4M +$8.36M +268,554 +344%
WP
63
WealthSource Partners
California
$10.3M -$823K -26,428 -7%
TIM
64
Tortoise Investment Management
New York
$10.3M -$276K -8,865 -3%
PWM
65
PBMares Wealth Management
Virginia
$10.1M +$3.17M +101,718 +43%
Creative Planning
66
Creative Planning
Kansas
$9.67M -$240K -7,717 -2%
PFO
67
Pathstone Family Office
New Jersey
$9.6M +$9.15M +293,790 +114%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$9.34M -$408K -13,115 -4%
CPIG
69
Chicago Partners Investment Group
Illinois
$9.27M +$201K +6,440 +2%
FWS
70
FinDec Wealth Services
California
$9.26M +$207K +6,651 +2%
WCWM
71
Willow Creek Wealth Management
California
$9.25M +$1.73M +55,609 +22%
AA
72
Advisory Alpha
Michigan
$9.15M +$535K +17,170 +6%
V
73
VeraBank
Texas
$9.14M +$992K +31,854 +12%
SSC
74
Syverson Strege & Co
Iowa
$9.13M +$33.5K +1,075 +0.4%
JWA
75
JFS Wealth Advisors
Pennsylvania
$8.8M +$675K +21,682 +8%