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Dimensional US Core Equity Market ETF

215 hedge funds and large institutions have $1.3B invested in Dimensional US Core Equity Market ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 41

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

15% more funds holding

Funds holding: 187215 (+28)

12% more capital invested

Capital invested by funds: $1.15B → $1.3B (+$142M)

0.62% more ownership

Funds ownership: 58.58%59.21% (+0.62%)

Holders
215
Holders Change
+28
Holders Change %
+14.97%
% of All Funds
3.62%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.64%
New
50
Increased
112
Reduced
41
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
76
Wolff Wiese Magana
California
$3.31M +$3.6M +125,359 New
RCAG
77
Rehmann Capital Advisory Group
Michigan
$3.22M -$87.3K -3,040 -2%
USCWA
78
U.S. Capital Wealth Advisors
Texas
$3.2M +$491K +17,108 +16%
BEW
79
Burton Enright Welch
California
$3.09M +$2.28M +79,302 +211%
MCM
80
Morton Capital Management
California
$3.05M +$3.31M +115,411 New
BPA
81
Beacon Pointe Advisors
California
$3.02M +$428K +14,894 +15%
CWM
82
Cherrydale Wealth Management
New Jersey
$2.94M +$3.19M +111,085 New
GWA
83
Geometric Wealth Advisors
District of Columbia
$2.87M +$1.46M +50,727 +88%
HCM
84
Hutchinson Capital Management
California
$2.86M +$2.86M +99,590 +1,152%
PWA
85
Physician Wealth Advisors
Utah
$2.83M +$964K +33,565 +52%
DADC
86
D.A. Davidson & Co
Montana
$2.69M +$834K +29,050 +40%
KAS
87
Kestra Advisory Services
Texas
$2.63M +$2.67M +93,141 +1,445%
MFGM
88
Marshall Financial Group (Maryland)
Maryland
$2.49M +$1.58M +54,933 +139%
GT
89
Greenleaf Trust
Michigan
$2.42M +$606K +21,106 +30%
T
90
TCWP
Ohio
$2.37M +$2.58M +89,701 New
PAG
91
Private Advisor Group
New Jersey
$2.22M +$1.87M +65,119 +346%
MCA
92
Maryland Capital Advisors
Maryland
$2.18M -$342K -11,905 -13%
OPS
93
Orion Portfolio Solutions
Nebraska
$2.15M -$52.7K -1,837 -2%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$2.15M +$377K +13,123 +19%
BAM
95
Baldrige Asset Management
Pennsylvania
$2.11M +$1.17M +40,692 +104%
QFA
96
Quantum Financial Advisors
California
$1.97M +$1.92M +66,912 New
RGF
97
Retirement Guys Formula
Ohio
$1.94M +$403K +14,030 +24%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$1.78M +$206K +7,190 +12%
CA
99
CGN Advisors
Kansas
$1.76M +$16.4K +573 +0.9%
WCWM
100
Willow Creek Wealth Management
California
$1.49M +$571K +19,888 +54%