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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
GAM
126
GEM Asset Management
Michigan
$2.4M +$2.41M +88,792 New
TFA
127
Teamwork Financial Advisors
Texas
$2.37M +$853K +31,393 +56%
LWAC
128
Laurel Wealth Advisors (California)
California
$2.3M +$1.04M +38,249 +81%
BAM
129
Baldrige Asset Management
Pennsylvania
$2.12M -$224K -8,239 -10%
RLIM
130
Red Lighthouse Investment Management
New York
$2.11M +$2.12M +77,983 New
JTWM
131
Jackson Thornton Wealth Management
Alabama
$2.1M +$659K +24,231 +45%
RGF
132
Retirement Guys Formula
Ohio
$2.07M -$1.82K -67 -0.1%
RJA
133
Raymond James & Associates
Florida
$2.01M -$2.37M -87,081 -54%
PFG
134
Pinnacle Financial Group
Illinois
$1.96M +$1.97M +72,380 New
Renaissance Technologies
135
Renaissance Technologies
New York
$1.87M +$935K +34,400 +99%
MWM
136
Melfa Wealth Management
Massachusetts
$1.86M +$1.87M +68,908 New
WAM
137
Weinberger Asset Management
California
$1.84M +$1.85M +68,191 New
FA
138
Financial Alternatives
California
$1.62M +$1.63M +59,841 New
AA
139
Ancora Advisors
Ohio
$1.57M -$3.35M -123,314 -68%
FPCG
140
Forum Private Client Group
Indiana
$1.57M +$77.6K +2,856 +5%
1WA
141
180 Wealth Advisors
Washington
$1.47M +$693K +25,508 +99%
CFA
142
Cahill Financial Advisors
Minnesota
$1.41M
Goldman Sachs
143
Goldman Sachs
New York
$1.39M -$380K -13,991 -21%
MPCL
144
My Personal CFO LLC
Washington
$1.37M -$368K -13,533 -61%
IAG
145
Investmark Advisory Group
Connecticut
$1.33M +$1.34M +49,363 New
BEW
146
Burton Enright Welch
California
$1.28M -$1.76M -64,895 -58%
OW
147
Olistico Wealth
Oklahoma
$1.27M +$1.28M +46,971 New
HighTower Advisors
148
HighTower Advisors
Illinois
$1.23M -$56.2K -2,069 -4%
KPWS
149
Kestra Private Wealth Services
Texas
$1.22M -$1.88M -69,037 -60%
SPA
150
Shore Point Advisors
New Jersey
$1.22M +$55.9K +2,058 +5%