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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
DI
176
DFPG Investments
Utah
$286K +$302K +10,840 New
LNC
177
Lincoln National Corp
Pennsylvania
$270K +$298K +10,714 New
FNBSF
178
First National Bank Sioux Falls
South Dakota
$268K +$41K +1,472 +16%
WFA
179
West Financial Advisors
Iowa
$255K -$62.5K -2,243 -18%
RCI
180
RS Crum Inc
California
$255K -$58.5K -2,100 -17%
SWM
181
Soundmark Wealth Management
Washington
$254K -$193K -6,949 -41%
SG
182
Stonnington Group
California
$250K +$22.3K +800 +9%
TI
183
tru Independence
Oregon
$242K +$1.06K +38 +0.4%
EF
184
Exeter Financial
Arizona
$239K +$265K +9,505 New
Wealthfront Advisers
185
Wealthfront Advisers
California
$234K +$259K +9,299 New
CWP
186
Concord Wealth Partners
Virginia
$225K +$41.3K +1,482 +20%
DWM
187
Drive Wealth Management
Utah
$221K +$32.2K +1,158 +15%
AWA
188
Acorn Wealth Advisors
Michigan
$220K -$213K -7,637 -47%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$220K +$243K +8,735 New
SC
190
Shearwater Capital
Colorado
$218K
AC
191
Apella Capital
Connecticut
$217K
KA
192
Kovack Advisors
Florida
$215K -$80.5K -2,890 -25%
Creative Planning
193
Creative Planning
Kansas
$215K -$72.8K -2,616 -23%
TP
194
Tranquility Partners
Tennessee
$213K +$19.5K +702 +9%
QCIG
195
Quad-Cities Investment Group
Iowa
$211K -$4.23K -152 -2%
MFS
196
Madrona Financial Services
Washington
$210K +$919 +33 +0.4%
EFS
197
Essex Financial Services
Connecticut
$205K
TWC
198
TD Waterhouse Canada
Ontario, Canada
$162K
Bank of America
199
Bank of America
North Carolina
$159K +$54.6K +1,960 +45%
SWM
200
Selective Wealth Management
Virginia
$127K +$140K +5,042 New