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Dimensional US Core Equity Market ETF

115 hedge funds and large institutions have $544M invested in Dimensional US Core Equity Market ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,675% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 4

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $446M → $544M (+$98.2M)

21% more funds holding

Funds holding: 95115 (+20)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2.06% less ownership

Funds ownership: 47.46%45.4% (-2.1%)

Holders
115
Holders Change
+20
Holders Change %
+21.05%
% of All Funds
2.01%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
26
Increased
71
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AMC
76
Asset Management Corp
Illinois
$446K -$15.4K -500 -5%
PAG
77
Private Advisor Group
New Jersey
$436K +$223K +7,241 +100%
AC
78
Applied Capital
Arkansas
$396K +$3.06K +99 +0.8%
CA
79
Cetera Advisors
Colorado
$390K +$145K +4,700 +57%
WG
80
Watchman Group
Texas
$383K +$392K +12,710 New
IAN
81
Integrated Advisors Network
Texas
$375K +$129K +4,192 +51%
EAM
82
Evanson Asset Management
California
$351K +$359K +11,633 New
RHBC
83
R.H. Bluestein & Co
Michigan
$347K +$58K +1,880 +19%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$343K +$139K +4,488 +65%
BSW
85
Buckingham Strategic Wealth
Missouri
$340K +$13.6K +440 +4%
CIBC World Market
86
CIBC World Market
Ontario, Canada
$332K
BA
87
Bridge Advisory
California
$332K +$94.8K +3,072 +39%
IWC
88
Integrated Wealth Concepts
Massachusetts
$319K +$327K +10,585 New
ASN
89
Advisory Services Network
Georgia
$297K +$14.8K +480 +5%
KPWS
90
Kestra Private Wealth Services
Texas
$290K +$297K +9,631 New
TP
91
Tranquility Partners
Tennessee
$288K +$295K +9,544 New
RRCM
92
Rappaport Reiches Capital Management
Illinois
$277K +$284K +9,199 New
TC
93
TownSquare Capital
Utah
$275K +$282K +9,137 New
FNBSF
94
First National Bank Sioux Falls
South Dakota
$268K
RJA
95
Raymond James & Associates
Florida
$263K
HC
96
Hatton Consulting
Arizona
$257K +$710 +23 +0.3%
KA
97
Kovack Advisors
Florida
$250K +$256K +8,282 New
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$232K +$238K +7,701 New
DPI
99
Diversified Portfolios Inc
Michigan
$208K +$213K +6,887 New
EFS
100
Essex Financial Services
Connecticut
$207K