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Dimensional US Core Equity Market ETF

321 hedge funds and large institutions have $2.2B invested in Dimensional US Core Equity Market ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 7 closing their positions.

Holders
321
Holders Change
+19
Holders Change %
+6.29%
% of All Funds
5.06%
Holding in Top 10
56
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.29%
% of All Funds
0.88%
New
31
Increased
164
Reduced
87
Closed
7
Calls
$70K
Puts
Net Calls
+$70K
Net Calls Change
+$29K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
76
LPL Financial
California
$7.15M 230,607 +30,813 +15%
AFGAS
77
Allegiance Financial Group Advisory Services
Virginia
$7.11M 229,537 +80,812 +54%
EFL
78
ERn Financial LLC
Wisconsin
$7.03M 226,822 +8,559 +4%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$6.81M 219,737 +121,824 +124%
GJIA
80
Glass Jacobson Investment Advisors
Maryland
$6.61M 213,395 +213,395 New
CWM
81
Cherrydale Wealth Management
New Jersey
$6.5M 209,873 -9,144 -4%
USCWA
82
U.S. Capital Wealth Advisors
Texas
$6.22M 200,644 -10,136 -5%
BHWM
83
Bay Harbor Wealth Management
Maryland
$6.04M 194,771 +79,744 +69%
BA
84
Bridge Advisory
California
$5.83M 188,216 +80,375 +75%
DPI
85
Diversified Portfolios Inc
Michigan
$5.82M 187,677 -8,189 -4%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$5.78M 186,622 -37,698 -17%
HR
87
Hardy Reed
Mississippi
$5.77M 186,340 -1,924 -1%
CL
88
COWA LLC
Oklahoma
$5.68M 183,213 -3,082,859 -94%
HIG
89
Heritage Investment Group
Florida
$5.61M 181,008 +8,685 +5%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$5.57M 179,605 +26,201 +17%
FWM
91
FMB Wealth Management
California
$5.55M 179,128 +67,351 +60%
PAG
92
Private Advisor Group
New Jersey
$5.51M 174,376 +62,093 +55%
MCM
93
Morton Capital Management
California
$5.37M 173,383 +11,290 +7%
Osaic Holdings
94
Osaic Holdings
Arizona
$5.29M 170,922 -37,634 -18%
SWA
95
Sax Wealth Advisors
New Jersey
$5.18M 167,124 -1,483 -0.9%
AWM
96
Activest Wealth Management
Florida
$5.1M 112,432 +112,432 New
CWR
97
Chico Wealth RIA
California
$4.91M 158,368 -14,131 -8%
MCA
98
Maryland Capital Advisors
Maryland
$4.79M 154,558 +18,394 +14%
SFS
99
Security Financial Services
Indiana
$4.76M 153,653 +9,619 +7%
CA
100
CGN Advisors
Kansas
$4.7M 151,695 -14,507 -9%