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Dimensional US Core Equity Market ETF

226 hedge funds and large institutions have $1.22B invested in Dimensional US Core Equity Market ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 62

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

5% more funds holding

Funds holding: 215226 (+11)

4.14% less ownership

Funds ownership: 59.21%55.07% (-4.1%)

6% less capital invested

Capital invested by funds: $1.3B → $1.22B (-$73.2M)

18% less funds holding in top 10

Funds holding in top 10: 3831 (-7)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
226
Holders Change
+11
Holders Change %
+5.12%
% of All Funds
3.89%
Holding in Top 10
31
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.42%
% of All Funds
0.53%
New
33
Increased
117
Reduced
62
Closed
21
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
76
WMG Financial Advisors
Tennessee
$3.12M -$520K -18,687 -13%
WFA
77
Wipfli Financial Advisors
Wisconsin
$3.06M -$22.9M -820,597 -87%
HSG
78
Helen Stephens Group
Texas
$3.05M +$3.38M +121,335 New
WWM
79
Wolff Wiese Magana
California
$3.04M -$128K -4,586 -4%
WCWM
80
Willow Creek Wealth Management
California
$2.98M +$1.72M +61,891 +110%
RRCM
81
Rappaport Reiches Capital Management
Illinois
$2.93M +$1.94M +69,624 +149%
KPWS
82
Kestra Private Wealth Services
Texas
$2.87M -$1.6M -57,563 -33%
BEW
83
Burton Enright Welch
California
$2.83M -$125K -4,499 -4%
MCM
84
Morton Capital Management
California
$2.81M -$106K -3,795 -3%
RCAG
85
Rehmann Capital Advisory Group
Michigan
$2.74M -$359K -12,904 -11%
PAG
86
Private Advisor Group
New Jersey
$2.62M +$562K +20,186 +24%
MCA
87
Maryland Capital Advisors
Maryland
$2.51M +$492K +17,664 +21%
MFGM
88
Marshall Financial Group (Maryland)
Maryland
$2.5M +$144K +5,173 +5%
DADC
89
D.A. Davidson & Co
Montana
$2.49M -$86.3K -3,100 -3%
CL
90
CPWM LLC
Washington
$2.32M -$2.82M -101,103 -52%
GT
91
Greenleaf Trust
Michigan
$2.31M +$5.79K +208 +0.2%
BAM
92
Baldrige Asset Management
Pennsylvania
$2.18M +$187K +6,732 +8%
BA
93
Bridge Advisory
California
$2.17M +$1.09M +39,031 +82%
CA
94
CGN Advisors
Kansas
$2.15M +$526K +18,876 +28%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$2.01M +$354K +12,730 +19%
SWA
96
Sax Wealth Advisors
New Jersey
$1.99M +$915K +32,863 +71%
WWP
97
Waypoint Wealth Partners
California
$1.98M -$7.07M -254,000 -76%
OPS
98
Orion Portfolio Solutions
Nebraska
$1.98M -$73.4K -2,636 -3%
RGF
99
Retirement Guys Formula
Ohio
$1.93M +$95K +3,412 +5%
AA
100
ACT Advisors
North Carolina
$1.9M +$2.1M +75,577 New