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Dimensional US Core Equity Market ETF

95 hedge funds and large institutions have $446M invested in Dimensional US Core Equity Market ETF in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

940% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 5

500% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 5

38% more capital invested

Capital invested by funds: $322M → $446M (+$124M)

36% more funds holding

Funds holding: 7095 (+25)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6.75% less ownership

Funds ownership: 54.22%47.46% (-6.8%)

Holders
95
Holders Change
+25
Holders Change %
+35.71%
% of All Funds
1.65%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
30
Increased
52
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$264K +$258K +8,735 New
HC
77
Hatton Consulting
Arizona
$257K +$252K +8,518 New
IAN
78
Integrated Advisors Network
Texas
$250K +$244K +8,259 New
CA
79
Cetera Advisors
Colorado
$249K
BA
80
Bridge Advisory
California
$240K +$235K +7,952 New
MWM
81
Mission Wealth Management
California
$231K +$226K +7,643 New
PAG
82
Private Advisor Group
New Jersey
$219K
RJFSA
83
Raymond James Financial Services Advisors
Florida
$209K -$295K -9,996 -59%
EFS
84
Essex Financial Services
Connecticut
$208K +$203K +6,874 New
MFT
85
Moisand Fitzgerald Tamayo
Florida
$169K +$150K +5,087 +986%
HI
86
Harbour Investments
Wisconsin
$103K +$100K +3,400 New
GAM
87
Gemmer Asset Management
California
$97K +$532 +18 +0.6%
ACA
88
Atlas Capital Advisors
Wyoming
$40.8K +$16.3K +550 +69%
IF
89
Ironwood Financial
Arizona
$36K +$35.2K +1,190 New
FCB
90
First Command Bank
Texas
$27K +$26.6K +900 New
FCFS
91
First Command Financial Services
Texas
$27K +$26.6K +900 New
NFG
92
Next Financial Group
Texas
$15K
SPIA
93
Steward Partners Investment Advisory
New York
$13K
DI
94
Disciplined Investments
Oklahoma
$3K +$2.54K +86 New
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
-$3.1M -110,130 Closed
Citadel Advisors
96
Citadel Advisors
Florida
-$584K -20,708 Closed
EAM
97
Evanson Asset Management
California
-$400K -14,210 Closed
SDH
98
Sloy Dahl & Holst
Washington
-$298K -10,560 Closed
KA
99
Kovack Advisors
Florida
-$263K -9,320 Closed
Fidelity Investments
100
Fidelity Investments
Massachusetts
+$30 +1 New