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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
QFA
101
Quantum Financial Advisors
California
$1.84M +$175K +6,286 +9%
Goldman Sachs
102
Goldman Sachs
New York
$1.64M +$1.82M +65,384 New
KF
103
Krilogy Financial
Missouri
$1.61M +$631K +22,649 +55%
MPCL
104
My Personal CFO LLC
Washington
$1.51M -$644K -23,140 -51%
TFA
105
Teamwork Financial Advisors
Texas
$1.41M +$1.56M +56,200 New
FPCG
106
Forum Private Client Group
Indiana
$1.39M +$3.01K +108 +0.2%
UBS Group
107
UBS Group
Switzerland
$1.38M +$22.8K +819 +2%
JTWM
108
Jackson Thornton Wealth Management
Alabama
$1.35M +$1.49M +53,551 New
AC
109
Applied Capital
Arkansas
$1.32M +$126K +4,542 +9%
CFA
110
Cahill Financial Advisors
Minnesota
$1.31M +$1.46M +52,272 New
LPL Financial
111
LPL Financial
California
$1.31M +$739K +26,522 +104%
HFS
112
Heritage Financial Services
Massachusetts
$1.28M +$1.42M +51,125 New
HighTower Advisors
113
HighTower Advisors
Illinois
$1.19M +$1.32M +47,399 New
LWAC
114
Laurel Wealth Advisors (California)
California
$1.18M +$200K +7,174 +18%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$1.16M +$197K +7,090 +18%
AssetMark Inc
116
AssetMark Inc
California
$1.11M +$11K +395 +0.9%
GCM
117
G2 Capital Management
Ohio
$1.09M +$209K +7,523 +21%
SPA
118
Shore Point Advisors
New Jersey
$1.09M +$104K +3,719 +9%
MCM
119
MAI Capital Management
Ohio
$987K +$1.09M +39,236 New
MCA
120
Magnolia Capital Advisors
Mississippi
$971K +$5.82K +209 +0.5%
RK
121
Rather & Kittrell
Tennessee
$942K +$413K +14,834 +65%
IFPG
122
Intrepid Financial Planning Group
Indiana
$940K -$50.4K -1,810 -5%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$937K -$1.22M -43,954 -54%
EP
124
Essential Planning
New Hampshire
$926K +$1.02M +36,810 New
CFG
125
Cooper Financial Group
California
$921K +$206K +7,413 +25%