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Dimensional US Core Equity Market ETF

303 hedge funds and large institutions have $1.78B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 77 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,367% more call options, than puts

Call options by funds: $44K | Put options by funds: $3K

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

104% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 77

7% more funds holding

Funds holding: 283303 (+20)

6% more capital invested

Capital invested by funds: $1.68B → $1.78B (+$105M)

1.04% less ownership

Funds ownership: 61.21%60.17% (-1%)

2% less funds holding in top 10

Funds holding in top 10: 5049 (-1)

Holders
303
Holders Change
+20
Holders Change %
+7.07%
% of All Funds
4.83%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
35
Increased
157
Reduced
77
Closed
10
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$40K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
76
Brainard Capital Management
Texas
$5.75M +$1.13M +40,136 +25%
LPL Financial
77
LPL Financial
California
$5.75M -$2.42M -85,617 -30%
DPI
78
Diversified Portfolios Inc
Michigan
$5.64M -$99.7K -3,525 -2%
SIS
79
Strategic Investment Solutions
Illinois
$5.5M -$1.71M -60,534 -24%
HR
80
Hardy Reed
Mississippi
$5.42M -$212K -7,485 -4%
MCM
81
MAI Capital Management
Ohio
$5.26M +$1.86M +65,754 +56%
CWR
82
Chico Wealth RIA
California
$4.96M
HIG
83
Heritage Investment Group
Florida
$4.96M -$174K -6,154 -3%
CPW
84
Catalyst Private Wealth
California
$4.86M +$249K +8,792 +5%
SWA
85
Sax Wealth Advisors
New Jersey
$4.85M +$991K +35,052 +26%
CA
86
CGN Advisors
Kansas
$4.78M +$2.15M +75,956 +84%
MWM
87
Mattern Wealth Management
Kansas
$4.68M -$6.83M -241,525 -60%
MCM
88
Morton Capital Management
California
$4.66M -$51.1K -1,807 -1%
FWP
89
Firethorn Wealth Partners
Georgia
$4.48M -$769K -27,200 -15%
JP Morgan Chase
90
JP Morgan Chase
New York
$4.41M +$1.68M +59,545 +63%
AA
91
Auxano Advisors
Washington
$4.29M -$2.52M -89,312 -37%
HCM
92
Hutchinson Capital Management
California
$4.28M +$96.2K +3,402 +2%
AFGAS
93
Allegiance Financial Group Advisory Services
Virginia
$4.28M +$1.56M +55,317 +59%
BPA
94
Beacon Pointe Advisors
California
$4.21M -$180K -6,355 -4%
SFS
95
Security Financial Services
Indiana
$4.14M +$270K +9,543 +7%
QFA
96
Quantum Financial Advisors
California
$4.09M -$98.7K -3,493 -2%
RCAG
97
Rehmann Capital Advisory Group
Michigan
$4.02M +$1.33M +46,905 +51%
RFP
98
RCS Financial Planning
Maryland
$3.99M -$61.3K -2,168 -2%
MCA
99
Maryland Capital Advisors
Maryland
$3.92M +$223K +7,871 +6%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$3.9M -$876 -31 -0%