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Dimensional US Core Equity Market ETF

320 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 91

14% more capital invested

Capital invested by funds: $2.2B → $2.5B (+$306M)

9% more funds holding in top 10

Funds holding in top 10: 5661 (+5)

6% more ownership

Funds ownership: 58.36%64.36% (+6%)

1% less funds holding

Funds holding: 322320 (-2)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $32K

Holders
320
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.08%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
91
Closed
20
Calls
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
101
Maryland Capital Advisors
Maryland
$4.68M +$53.1K +1,704 +1%
BPA
102
Beacon Pointe Advisors
California
$4.68M +$302K +9,704 +7%
CWR
103
Chico Wealth RIA
California
$4.65M -$98.8K -3,175 -2%
CA
104
CGN Advisors
Kansas
$4.5M -$47.8K -1,535 -1%
HCM
105
Hutchinson Capital Management
California
$4.46M +$2.06K +66 +0%
MML Investors Services
106
MML Investors Services
Massachusetts
$4.46M +$63K +2,023 +1%
PAG
107
Private Advisor Group
New Jersey
$4.44M -$812K -26,067 -15%
WAM
108
Weinberger Asset Management
California
$4.44M +$675K +21,676 +17%
HR
109
Hardy Reed
Mississippi
$4.4M -$1.23M -39,532 -21%
TFA
110
Teamwork Financial Advisors
Texas
$4.34M +$1.63M +52,342 +57%
HWM
111
Heirloom Wealth Management
Colorado
$4.19M +$85.5K +2,746 +2%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$4.14M +$3.24M +104,064 +304%
CAN
113
Cetera Advisor Networks
California
$4.13M +$43.2K +1,387 +1%
CIAS
114
Capital Investment Advisory Services
North Carolina
$3.88M +$154K +4,934 +4%
MWM
115
Mattern Wealth Management
Kansas
$3.84M -$170K -5,458 -4%
ALWM
116
Andrews Lucia Wealth Management
California
$3.75M -$28.8K -926 -0.7%
FWP
117
Firethorn Wealth Partners
Georgia
$3.65M -$619K -19,883 -14%
AA
118
Auxano Advisors
Washington
$3.55M -$951K -30,543 -20%
CA
119
Claris Advisors
Missouri
$3.53M +$12.5K +402 +0.3%
WWM
120
Wolff Wiese Magana
California
$3.5M +$31.7K +1,017 +0.9%
QHA
121
Quarry Hill Advisors
Minnesota
$3.47M -$34K -1,093 -0.9%
RCAG
122
Rehmann Capital Advisory Group
Michigan
$3.43M -$151K -4,841 -4%
RFP
123
RCS Financial Planning
Maryland
$3.42M -$150K -4,819 -4%
SFS
124
Sowell Financial Services
Arkansas
$3.38M +$473K +15,190 +16%
RK
125
Rather & Kittrell
Tennessee
$3.38M -$86.6K -2,782 -2%