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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
GJIA
101
Glass Jacobson Investment Advisors
Maryland
$3.37M +$3.39M +124,847 New
CW
102
CreativeOne Wealth
Kansas
$3.36M -$65.4K -2,406 -2%
AWM
103
Arista Wealth Management
Nevada
$3.32M +$3.36M +123,445 New
MCM
104
MAI Capital Management
Ohio
$3.16M +$2.12M +77,857 +198%
WFA
105
WMG Financial Advisors
Tennessee
$3.12M -$234K -8,624 -7%
CIAS
106
Capital Investment Advisory Services
North Carolina
$3.1M -$733K -26,985 -19%
IWC
107
Integrated Wealth Concepts
Massachusetts
$3.08M +$2.7M +99,163 +674%
FWM
108
FMB Wealth Management
California
$2.96M +$2.98M +109,711 New
RK
109
Rather & Kittrell
Tennessee
$2.96M +$1.96M +72,045 +192%
Jane Street
110
Jane Street
New York
$2.94M +$2.96M +108,844 New
DADC
111
D.A. Davidson & Co
Montana
$2.83M +$163K +6,000 +6%
MWM
112
Meritas Wealth Management
California
$2.78M +$2.79M +102,774 New
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$2.7M +$1.47M +53,920 +117%
MFGM
114
Marshall Financial Group (Maryland)
Maryland
$2.64M -$50.8K -1,869 -2%
SFS
115
Sowell Financial Services
Arkansas
$2.57M +$1.72M +63,352 +199%
OPS
116
Orion Portfolio Solutions
Nebraska
$2.55M +$426K +15,677 +20%
JP Morgan Chase
117
JP Morgan Chase
New York
$2.54M +$2.55M +93,859 New
AFGAS
118
Allegiance Financial Group Advisory Services
Virginia
$2.52M +$2.54M +93,408 New
BA
119
Bridge Advisory
California
$2.52M +$188K +6,921 +8%
RCAG
120
Rehmann Capital Advisory Group
Michigan
$2.51M -$438K -16,116 -15%
GT
121
Greenleaf Trust
Michigan
$2.48M
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$2.46M +$294K +10,812 +14%
HIA
123
HTG Investment Advisors
Connecticut
$2.45M +$2.47M +90,806 New
CA
124
CGN Advisors
Kansas
$2.44M +$129K +4,735 +6%
HSG
125
Helen Stephens Group
Texas
$2.41M -$874K -32,152 -26%