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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
AssetMark Inc
151
AssetMark Inc
California
$1.22M +$26.8K +985 +2%
MWA
152
Mills Wealth Advisors
Texas
$1.15M +$1.16M +42,575 New
CPA
153
Capital Performance Advisors
California
$1.08M +$125K +4,601 +13%
UWM
154
USAdvisors Wealth Management
Minnesota
$1.07M +$137K +5,036 +15%
AFG
155
Altiora Financial Group
Ohio
$1.04M +$1.05M +38,600 New
MCA
156
Magnolia Capital Advisors
Mississippi
$1.01M -$31.9K -1,172 -3%
CFG
157
Cooper Financial Group
California
$993K +$2.69K +99 +0.3%
PAG
158
Private Advisor Group
New Jersey
$987K -$263K -9,669 -9%
GCM
159
G2 Capital Management
Ohio
$965K -$213K -7,822 -18%
UBS Group
160
UBS Group
Switzerland
$946K -$540K -19,875 -36%
EF
161
Exeter Financial
Arizona
$936K +$683K +25,132 +264%
MFA
162
Morling Financial Advisors
California
$936K -$3.58M -131,558 -79%
CWM
163
Cahill Wealth Management
Michigan
$899K +$207K +7,609 +33%
CFA
164
Capstone Financial Advisors
Illinois
$888K +$893K +32,870 New
IFPG
165
Intrepid Financial Planning Group
Indiana
$861K -$151K -5,545 -15%
LFA
166
Lauterbach Financial Advisors
Texas
$825K -$34.9K -1,284 -4%
CIAS
167
CFS Investment Advisory Services
New Jersey
$820K -$20.4M -749,854 -96%
AIS
168
American Investment Services
Massachusetts
$814K +$193K +7,092 +31%
NA
169
NewEdge Advisors
Louisiana
$810K +$815K +29,979 New
BOSSRA
170
B.O.S.S. Retirement Advisors
Utah
$793K +$798K +29,362 New
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
$792K -$216K -7,941 -21%
TFA
172
Triad Financial Advisors
North Carolina
$769K -$110K -4,040 -12%
PCM
173
Parsons Capital Management
Rhode Island
$749K +$36.7K +1,351 +5%
CFS
174
Capital Financial Services
New York
$741K +$181K +6,665 +32%
SWM
175
Sanctuary Wealth Management
Idaho
$734K +$7.47K +275 +1%