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Dimensional US Core Equity Market ETF

283 hedge funds and large institutions have $1.68B invested in Dimensional US Core Equity Market ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 116 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 20

71% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 68

61% more funds holding in top 10

Funds holding in top 10: 3150 (+19)

50% more call options, than puts

Call options by funds: $3K | Put options by funds: $2K

37% more capital invested

Capital invested by funds: $1.22B → $1.68B (+$453M)

25% more funds holding

Funds holding: 226283 (+57)

6.14% more ownership

Funds ownership: 55.07%61.21% (+6.1%)

Holders
283
Holders Change
+57
Holders Change %
+25.22%
% of All Funds
4.55%
Holding in Top 10
50
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+61.29%
% of All Funds
0.8%
New
81
Increased
116
Reduced
68
Closed
20
Calls
$3K
Puts
$2K
Net Calls
+$1K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
CL
76
COWA LLC
Oklahoma
$5.1M -$1.49M -54,845 -22%
PWM
77
PBMares Wealth Management
Virginia
$5.04M +$652K +23,993 +15%
FWP
78
Firethorn Wealth Partners
Georgia
$4.9M -$703K -25,880 -12%
HIG
79
Heritage Investment Group
Florida
$4.82M +$4.85M +178,477 New
Osaic Holdings
80
Osaic Holdings
Arizona
$4.78M +$519K +19,080 +12%
PFO
81
Pathstone Family Office
New Jersey
$4.73M -$2.73M -100,462 -36%
CWR
82
Chico Wealth RIA
California
$4.66M -$10.5K -387 -0.2%
MCM
83
Morton Capital Management
California
$4.43M +$1.42M +52,284 +47%
CPW
84
Catalyst Private Wealth
California
$4.33M +$4.35M +160,106 New
BCM
85
Brainard Capital Management
Texas
$4.32M +$4.34M +159,721 New
Bank of America
86
Bank of America
North Carolina
$4.31M +$4.16M +153,136 +2,416%
BPA
87
Beacon Pointe Advisors
California
$4.12M +$334K +12,292 +9%
QFA
88
Quantum Financial Advisors
California
$3.94M +$1.97M +72,563 +99%
HCM
89
Hutchinson Capital Management
California
$3.93M -$8.67K -319 -0.2%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$3.86M +$41.7K +1,535 +1%
RFP
91
RCS Financial Planning
Maryland
$3.8M +$3.82M +140,711 New
SFS
92
Security Financial Services
Indiana
$3.63M +$3.66M +134,491 New
QHA
93
Quarry Hill Advisors
Minnesota
$3.61M +$3.63M +133,590 New
SWA
94
Sax Wealth Advisors
New Jersey
$3.61M +$1.47M +54,266 +68%
MML Investors Services
95
MML Investors Services
Massachusetts
$3.57M +$3.07M +112,812 +587%
CAN
96
Cetera Advisor Networks
California
$3.54M +$9K +331 +0.3%
CA
97
Claris Advisors
Missouri
$3.54M +$3.56M +130,956 New
MCA
98
Maryland Capital Advisors
Maryland
$3.47M +$770K +28,316 +28%
ALWM
99
Andrews Lucia Wealth Management
California
$3.42M +$31.2K +1,148 +0.9%
WWM
100
Wolff Wiese Magana
California
$3.42M +$153K +5,633 +5%