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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
VCM
151
Versant Capital Management
Arizona
$521K
MHS
152
M Holdings Securities
Oregon
$519K +$2.45K +88 +0.4%
MRWM
153
ML&R Wealth Management
Texas
$508K +$160K +5,743 +40%
MG
154
Mather Group
Illinois
$503K -$18.9K -678 -3%
JMPWA
155
JP Morgan Private Wealth Advisors
California
$488K +$117K +4,200 +28%
MML Investors Services
156
MML Investors Services
Massachusetts
$484K +$80.4K +2,887 +18%
EIA
157
Eldridge Investment Advisors
New Hampshire
$468K +$518K +18,604 New
GAM
158
Gould Asset Management
California
$463K +$272K +9,770 +113%
IAN
159
Integrated Advisors Network
Texas
$445K -$55.1K -1,979 -10%
WFAG
160
Wescott Financial Advisory Group
Pennsylvania
$430K +$477K +17,115 New
JWA
161
JFS Wealth Advisors
Pennsylvania
$420K +$431K +15,493 +1,272%
BAG
162
Briggs Advisory Group
Rhode Island
$412K +$174K +6,259 +62%
Morgan Stanley
163
Morgan Stanley
New York
$394K +$44K +1,581 +11%
MSFS
164
Main Street Financial Solutions
Pennsylvania
$388K +$109K +3,920 +34%
SDH
165
Sloy Dahl & Holst
Washington
$380K +$204K +7,344 +95%
FOA
166
Five Oceans Advisors
California
$373K -$144K -5,177 -26%
IWC
167
Integrated Wealth Concepts
Massachusetts
$370K -$57.3K -2,059 -12%
CAG
168
Csenge Advisory Group
Florida
$358K +$397K +14,246 New
BCM
169
Brookstone Capital Management
Illinois
$357K +$77.7K +2,792 +25%
WA
170
Wealthstream Advisors
New York
$342K +$115K +4,118 +43%
ASN
171
Advisory Services Network
Georgia
$327K +$51.4K +1,845 +17%
RHBC
172
R.H. Bluestein & Co
Michigan
$327K +$74.1K +2,660 +26%
CSB
173
City State Bank
Iowa
$313K +$39.4K +1,415 +13%
MWM
174
Modera Wealth Management
New Jersey
$306K
SHWM
175
Silicon Hills Wealth Management
Texas
$287K +$318K +11,409 New