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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
MML Investors Services
101
MML Investors Services
Massachusetts
$3.81M +$14.1K +498 +0.4%
CAN
102
Cetera Advisor Networks
California
$3.8M +$34.7K +1,229 +0.9%
CW
103
CreativeOne Wealth
Kansas
$3.72M +$146K +5,151 +4%
ALWM
104
Andrews Lucia Wealth Management
California
$3.64M +$3.17K +112 +0.1%
QHA
105
Quarry Hill Advisors
Minnesota
$3.62M -$221K -7,817 -6%
CA
106
Claris Advisors
Missouri
$3.55M -$217K -7,683 -6%
WWM
107
Wolff Wiese Magana
California
$3.45M -$187K -6,609 -5%
HWM
108
Heirloom Wealth Management
Colorado
$3.37M +$3.31M +116,969 New
CIAS
109
Capital Investment Advisory Services
North Carolina
$3.35M +$50K +1,768 +2%
BHWM
110
Bay Harbor Wealth Management
Maryland
$3.31M +$2.52M +88,992 +342%
RK
111
Rather & Kittrell
Tennessee
$3.27M +$117K +4,131 +4%
TFA
112
Teamwork Financial Advisors
Texas
$3.27M +$735K +26,012 +30%
PAG
113
Private Advisor Group
New Jersey
$3.23M +$503K +17,805 +19%
FWM
114
FMB Wealth Management
California
$3.22M +$58.4K +2,066 +2%
BA
115
Bridge Advisory
California
$3.1M +$409K +14,461 +15%
Financial Engines Advisors
116
Financial Engines Advisors
California
$3.04M +$2.99M +105,651 New
DADC
117
D.A. Davidson & Co
Montana
$3.04M +$19.8K +700 +0.7%
HWM
118
HFG Wealth Management
Texas
$2.94M +$2.89M +102,224 New
WAM
119
Weinberger Asset Management
California
$2.93M +$953K +33,705 +49%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$2.82M +$198K +7,016 +8%
MFGM
121
Marshall Financial Group (Maryland)
Maryland
$2.81M -$3.85K -136 -0.1%
GAM
122
GEM Asset Management
Michigan
$2.79M +$229K +8,088 +9%
MWM
123
Meritas Wealth Management
California
$2.77M -$185K -6,538 -6%
HIA
124
HTG Investment Advisors
Connecticut
$2.72M +$111K +3,910 +4%
SFS
125
Sowell Financial Services
Arkansas
$2.69M -$42K -1,484 -2%