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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
Morgan Stanley
151
Morgan Stanley
New York
$373K +$290K +10,100 +253%
RPWA
152
Regent Peak Wealth Advisors
Georgia
$332K +$361K +12,583 New
WFA
153
West Financial Advisors
Iowa
$327K -$11.1M -387,981 -97%
RCI
154
RS Crum Inc
California
$324K +$93.3K +3,250 +36%
MWM
155
Modera Wealth Management
New Jersey
$321K -$200K -6,982 -36%
BCM
156
Brookstone Capital Management
Illinois
$308K -$5.14K -179 -2%
SWM
157
Sanctuary Wealth Management
Idaho
$308K +$16.2K +563 +5%
CWM
158
CarsonAllaria Wealth Management
Illinois
$307K +$334K +11,632 New
EH
159
Equitable Holdings
New York
$305K +$331K +11,531 New
MSFS
160
Main Street Financial Solutions
Pennsylvania
$304K
KA
161
Kovack Advisors
Florida
$302K +$27.8K +968 +9%
SWA
162
Stratos Wealth Advisors
Ohio
$298K -$38.3K -1,333 -11%
ASN
163
Advisory Services Network
Georgia
$295K -$2.15K -75 -0.7%
Creative Planning
164
Creative Planning
Kansas
$295K +$71K +2,473 +28%
CSB
165
City State Bank
Iowa
$292K +$2.87K +100 +0.9%
RHBC
166
R.H. Bluestein & Co
Michigan
$273K -$460K -16,025 -61%
BAG
167
Briggs Advisory Group
Rhode Island
$267K +$290K +10,114 New
BA
168
Bridgewater Advisors
New York
$260K -$13.9K -485 -5%
VDBMI
169
Van Den Berg Management I
Texas
$256K +$2.96K +103 +1%
TI
170
tru Independence
Oregon
$253K +$919 +32 +0.3%
WA
171
Wealthstream Advisors
New York
$250K +$272K +9,470 New
SC
172
Schubert & Co
Texas
$244K +$264K +9,193 +19,560%
FNBSF
173
First National Bank Sioux Falls
South Dakota
$243K +$8.24K +287 +3%
SG
174
Stonnington Group
California
$239K
PFA
175
Pure Financial Advisors
California
$238K +$259K +9,021 New