We are live on ! Find out more
DFAU icon

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
CFG
126
Cooper Financial Group
California
$772K +$839K +29,227 New
Renaissance Technologies
127
Renaissance Technologies
New York
$769K +$835K +29,100 New
HIGP
128
Hill Investment Group Partners
Missouri
$768K -$148K -5,143 -15%
PCM
129
Parsons Capital Management
Rhode Island
$709K +$138K +4,797 +22%
LFA
130
Lauterbach Financial Advisors
Texas
$705K +$53K +1,846 +7%
MOS
131
MGO One Seven
Ohio
$688K +$10.5K +366 +1%
LPL Financial
132
LPL Financial
California
$677K +$735K +25,606 New
CMBA
133
C.M. Bidwell & Associates
Hawaii
$676K -$57.4K -2,000 -7%
RK
134
Rather & Kittrell
Tennessee
$598K +$651K +22,659 New
RIM
135
Rockbridge Investment Management
New York
$591K +$642K +22,352 New
AIS
136
American Investment Services
Massachusetts
$580K -$1.51M -52,517 -71%
DWM
137
Dopkins Wealth Management
New York
$569K -$55.4K -1,930 -8%
PFM
138
Phillips Financial Management
Indiana
$553K +$12.5K +436 +2%
VCM
139
Versant Capital Management
Arizona
$547K -$148K -5,150 -20%
MG
140
Mather Group
Illinois
$546K -$688K -23,969 -54%
MHS
141
M Holdings Securities
Oregon
$543K +$62.4K +2,172 +12%
FOA
142
Five Oceans Advisors
California
$528K +$384K +13,382 +203%
IAN
143
Integrated Advisors Network
Texas
$520K -$26.6K -928 -5%
SWM
144
Soundmark Wealth Management
Washington
$451K +$232K +8,092 +90%
IWC
145
Integrated Wealth Concepts
Massachusetts
$443K +$8.18K +285 +2%
AWA
146
Acorn Wealth Advisors
Michigan
$433K +$137K +4,768 +41%
MML Investors Services
147
MML Investors Services
Massachusetts
$432K +$54.4K +1,895 +13%
SFG
148
Steward Financial Group
Texas
$422K +$459K +15,980 New
JMPWA
149
JP Morgan Private Wealth Advisors
California
$402K +$172K +6,000 +65%
MRWM
150
ML&R Wealth Management
Texas
$382K +$16.6K +579 +4%