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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
FPCG
101
Forum Private Client Group
Indiana
$1.46M +$175K +6,089 +12%
UBS Group
102
UBS Group
Switzerland
$1.43M -$1.72M -59,960 -53%
CWM
103
Cahill Wealth Management
Michigan
$1.35M -$347K -12,104 -19%
SFS
104
Sowell Financial Services
Arkansas
$1.32M +$1.34M +46,695 New
KAM
105
KEB Asset Management
Illinois
$1.3M +$1.41M +49,071 New
AC
106
Applied Capital
Arkansas
$1.27M -$730K -25,421 -35%
BA
107
Bridge Advisory
California
$1.26M +$356K +12,402 +35%
RRCM
108
Rappaport Reiches Capital Management
Illinois
$1.23M +$794K +27,664 +145%
SWA
109
Sax Wealth Advisors
New Jersey
$1.23M +$462K +16,099 +53%
MPCL
110
My Personal CFO LLC
Washington
$1.2M +$222K +7,725 +21%
AssetMark Inc
111
AssetMark Inc
California
$1.16M +$1.26M +43,784 New
OMC
112
Old Mission Capital
Illinois
$1.1M +$1.2M +41,794 New
KF
113
Krilogy Financial
Missouri
$1.09M +$18.7K +653 +2%
LWAC
114
Laurel Wealth Advisors (California)
California
$1.05M +$3.73K +130 +0.3%
SPA
115
Shore Point Advisors
New Jersey
$1.04M +$1.13M +39,454 New
IFPG
116
Intrepid Financial Planning Group
Indiana
$1.04M +$1.13M +39,204 New
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$1.03M -$1.66M -57,796 -60%
MCA
118
Magnolia Capital Advisors
Mississippi
$1.01M -$99.5K -3,466 -8%
CIAS
119
CFS Investment Advisory Services
New Jersey
$959K -$11.2M -389,847 -91%
GCM
120
G2 Capital Management
Ohio
$952K +$52.2K +1,819 +5%
DAS
121
Dynamic Advisor Solutions
Arizona
$948K +$64.8K +2,258 +7%
TFA
122
Triad Financial Advisors
North Carolina
$856K +$317K +11,038 +52%
CPA
123
Capital Performance Advisors
California
$815K +$885K +30,843 New
BFA
124
Beacon Financial Advisory
Ohio
$789K -$10.6K -368 -1%
UWM
125
USAdvisors Wealth Management
Minnesota
$780K +$4.25K +148 +0.5%