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Dimensional US Core Equity Market ETF

163 hedge funds and large institutions have $910M invested in Dimensional US Core Equity Market ETF in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 78 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+48
Holders Change %
+41.74%
% of All Funds
2.52%
Holding in Top 10
21
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+133.33%
% of All Funds
0.32%
New
61
Increased
78
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DI
151
Disciplined Investments
Oklahoma
$23K +$20.2K +613 +713%
SWM
152
Spire Wealth Management
Virginia
$18K
SPA
153
Shore Point Advisors
New Jersey
$18K +$18K +543 New
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$18K +$18K +550 New
SPIA
155
Steward Partners Investment Advisory
New York
$14K
SIC
156
Salem Investment Counselors
North Carolina
$14K +$8.67K +272 +163%
CWP
157
Concord Wealth Partners
Virginia
$5K +$5K +151 New
SC
158
Schubert & Co
Texas
$2K +$2K +47 New
BHWM
159
Beaird Harris Wealth Management
Texas
$2K +$2K +68 New
HNWA
160
Henrickson Nauta Wealth Advisors
Michigan
$1K +$1K +31 New
BA
161
Bivin & Associates
Oklahoma
$1K +$1K +33 New
MFC
162
Morris Financial Concepts
South Carolina
$1K +$1K +44 New
KMWM
163
Keudell/Morrison Wealth Management
Oregon
-$43.9M -1,457,954 Closed
Dimensional Fund Advisors
164
Dimensional Fund Advisors
Texas
-$12.2M -404,000 Closed
FTUS
165
Flow Traders U.S.
New York
-$1.13M -37,315 Closed
KAS
166
Kestra Advisory Services
Texas
-$536K -17,770 Closed
PAG
167
Private Advisor Group
New Jersey
-$436K -14,482 Closed
CA
168
Cetera Advisors
Colorado
-$390K -12,950 Closed
TC
169
TownSquare Capital
Utah
-$275K -9,137 Closed
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
-$232K -7,701 Closed
HI
171
Harbour Investments
Wisconsin
-$102K -3,400 Closed
IF
172
Ironwood Financial
Arizona
-$36K -1,190 Closed
CFA
173
Carroll Financial Associates
North Carolina
-$4K -139 Closed