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Dimensional US Core Equity Market ETF

303 hedge funds and large institutions have $1.78B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 77 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,367% more call options, than puts

Call options by funds: $44K | Put options by funds: $3K

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

104% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 77

7% more funds holding

Funds holding: 283303 (+20)

6% more capital invested

Capital invested by funds: $1.68B → $1.78B (+$105M)

1.04% less ownership

Funds ownership: 61.21%60.17% (-1%)

2% less funds holding in top 10

Funds holding in top 10: 5049 (-1)

Holders
303
Holders Change
+20
Holders Change %
+7.07%
% of All Funds
4.83%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
35
Increased
157
Reduced
77
Closed
10
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$40K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Ancora Advisors
Ohio
$1.5M -$170K -6,016 -10%
OPS
152
Orion Portfolio Solutions
Nebraska
$1.49M -$1.2M -42,621 -45%
BCI
153
Brinker Capital Investments
Pennsylvania
$1.49M +$1.46M +51,781 New
LSA
154
L & S Advisors
California
$1.49M +$1.46M +51,637 New
SHWM
155
Silicon Hills Wealth Management
Texas
$1.41M +$1.39M +49,172 New
Goldman Sachs
156
Goldman Sachs
New York
$1.41M -$62.8K -2,223 -4%
WFA
157
WMG Financial Advisors
Tennessee
$1.41M -$2.02M -71,586 -62%
OW
158
Olistico Wealth
Oklahoma
$1.35M -$961 -34 -0.1%
BEW
159
Burton Enright Welch
California
$1.34M -$27.9K -988 -2%
AssetMark Inc
160
AssetMark Inc
California
$1.3M -$3.45K -122 -0.3%
SPA
161
Shore Point Advisors
New Jersey
$1.28M -$21K -743 -2%
HighTower Advisors
162
HighTower Advisors
Illinois
$1.27M -$31.4K -1,109 -2%
UWM
163
USAdvisors Wealth Management
Minnesota
$1.27M +$126K +4,469 +11%
EF
164
Exeter Financial
Arizona
$1.25M +$250K +8,839 +26%
MWA
165
Mills Wealth Advisors
Texas
$1.24M +$12.4K +440 +1%
QCIG
166
Quad-Cities Investment Group
Iowa
$1.23M +$578K +20,442 +92%
MFA
167
Morling Financial Advisors
California
$1.13M +$135K +4,782 +14%
AFG
168
Altiora Financial Group
Ohio
$1.11M
CPA
169
Capital Performance Advisors
California
$1.1M -$44.4K -1,571 -4%
Cambridge Investment Research Advisors
170
Cambridge Investment Research Advisors
Iowa
$1.09M +$243K +8,609 +29%
MCA
171
Magnolia Capital Advisors
Mississippi
$1.09M +$12.9K +455 +1%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$1.06M +$318K +11,238 +44%
CFG
173
Cooper Financial Group
California
$1.06M +$1.53K +54 +0.1%
KPWS
174
Kestra Private Wealth Services
Texas
$1.05M -$245K -8,664 -19%
GCM
175
G2 Capital Management
Ohio
$996K -$31K -1,098 -3%