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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
5L
176
55I LLC
Massachusetts
$230K +$250K +8,711 New
SC
177
Shearwater Capital
Colorado
$229K -$2.01K -70 -1%
GAM
178
Gould Asset Management
California
$228K +$248K +8,625 New
AC
179
Apella Capital
Connecticut
$228K +$248K +8,630 New
QCIG
180
Quad-Cities Investment Group
Iowa
$225K +$245K +8,526 New
MFS
181
Madrona Financial Services
Washington
$220K +$239K +8,328 New
EFS
182
Essex Financial Services
Connecticut
$215K +$36.5K +1,270 +18%
1WA
183
180 Wealth Advisors
Washington
$212K +$228K +7,954 New
CSWM
184
Cassady Schiller Wealth Management
Ohio
$208K -$218K -7,579 -49%
TP
185
Tranquility Partners
Tennessee
$205K -$160K -5,576 -42%
SDH
186
Sloy Dahl & Holst
Washington
$205K +$13K +453 +6%
DWM
187
Drive Wealth Management
Utah
$201K -$22.1K -771 -9%
CWP
188
Concord Wealth Partners
Virginia
$197K
TWC
189
TD Waterhouse Canada
Ontario, Canada
$168K
MFT
190
Moisand Fitzgerald Tamayo
Florida
$157K +$83.1K +2,894 +94%
MFC
191
Morris Financial Concepts
South Carolina
$154K +$165K +5,758 +6,618%
CCA
192
Column Capital Advisors
Indiana
$134K +$145K +5,060 New
EWA
193
EverSource Wealth Advisors
Alabama
$120K +$131K +4,547 +50,522%
Bank of America
194
Bank of America
North Carolina
$116K -$4.19K -146 -3%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$114K
GLLW
196
Graves Light Lenhart Wealth
Virginia
$109K +$66K +2,300 +126%
TRCT
197
Tower Research Capital (TRC)
New York
$72K +$77.7K +2,707 New
CWM
198
Curi Wealth Management
North Carolina
$47K +$51.4K +1,792 New
OCM
199
Orion Capital Management
California
$45K +$48.5K +1,688 New
CWM
200
Castle Wealth Management
Florida
$45K +$48.8K +1,699 New