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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
KAS
126
Kestra Advisory Services
Texas
$904K -$1.77M -63,631 -64%
CPA
127
Capital Performance Advisors
California
$890K +$126K +4,527 +15%
Renaissance Technologies
128
Renaissance Technologies
New York
$875K +$159K +5,700 +20%
UWM
129
USAdvisors Wealth Management
Minnesota
$868K +$139K +4,999 +17%
TWP
130
Total Wealth Planning
Ohio
$839K -$4.3M -154,299 -82%
TFA
131
Triad Financial Advisors
North Carolina
$817K +$2.48K +89 +0.3%
LFA
132
Lauterbach Financial Advisors
Texas
$800K +$143K +5,136 +19%
SFS
133
Sowell Financial Services
Arkansas
$799K -$416K -14,922 -32%
CIAS
134
CFS Investment Advisory Services
New Jersey
$780K +$20.7M +743,882 +2,049%
BFA
135
Beacon Financial Advisory
Ohio
$710K -$45.1K -1,620 -5%
HIGP
136
Hill Investment Group Partners
Missouri
$692K -$42.3K -1,518 -5%
SWM
137
Sanctuary Wealth Management
Idaho
$676K +$424K +15,219 +130%
PCM
138
Parsons Capital Management
Rhode Island
$663K -$12.7K -455 -2%
1WA
139
180 Wealth Advisors
Washington
$645K +$493K +17,696 +222%
CMBA
140
C.M. Bidwell & Associates
Hawaii
$639K -$4.98K -179 -0.7%
CCA
141
Column Capital Advisors
Indiana
$639K +$567K +20,367 +403%
SFG
142
Steward Financial Group
Texas
$611K +$232K +8,315 +52%
EAM
143
Evanson Asset Management
California
$592K +$656K +23,548 New
CWM
144
Cahill Wealth Management
Michigan
$580K -$784K -28,166 -55%
AIS
145
American Investment Services
Massachusetts
$579K +$29.7K +1,065 +5%
RIM
146
Rockbridge Investment Management
New York
$562K
DWM
147
Dopkins Wealth Management
New York
$541K
BC
148
Barrett & Company
Rhode Island
$534K +$551K +19,770 New
PFM
149
Phillips Financial Management
Indiana
$527K +$1.7K +61 +0.3%
CFS
150
Capital Financial Services
New York
$522K +$578K +20,751 New