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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
MOS
176
MGO One Seven
Ohio
$730K -$75.6K -2,783 -9%
RIM
177
Rockbridge Investment Management
New York
$730K +$126K +4,647 +21%
BFA
178
Beacon Financial Advisory
Ohio
$715K -$48.5K -1,784 -6%
BHWM
179
Bay Harbor Wealth Management
Maryland
$703K +$655K +24,116 +1,257%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$692K +$459K +16,889 +193%
KAS
181
Kestra Advisory Services
Texas
$688K -$285K -10,492 -29%
TWP
182
Total Wealth Planning
Ohio
$645K -$258K -9,476 -28%
CPA
183
Cardiff Park Advisors
California
$641K +$635K +23,363 +6,197%
EAM
184
Evanson Asset Management
California
$639K +$2.99K +110 +0.5%
Cerity Partners
185
Cerity Partners
New York
$639K +$643K +23,640 New
WFAG
186
Wescott Financial Advisory Group
Pennsylvania
$613K +$151K +5,564 +33%
QCIG
187
Quad-Cities Investment Group
Iowa
$602K +$378K +13,898 +166%
FNBSF
188
First National Bank Sioux Falls
South Dakota
$588K +$302K +11,116 +104%
DWM
189
Dopkins Wealth Management
New York
$581K
TC
190
TownSquare Capital
Utah
$574K +$577K +21,234 New
MHS
191
M Holdings Securities
Oregon
$570K +$13.1K +483 +2%
PFM
192
Phillips Financial Management
Indiana
$562K -$4.4K -162 -0.8%
TCBWMS
193
Texas Capital Bank Wealth Management Services
Texas
$542K +$545K +20,050 New
MG
194
Mather Group
Illinois
$540K
BC
195
Barrett & Company
Rhode Island
$534K
JMPWA
196
JP Morgan Private Wealth Advisors
California
$525K
HIGP
197
Hill Investment Group Partners
Missouri
$519K -$227K -8,342 -30%
GAM
198
Gould Asset Management
California
$517K +$20.5K +755 +4%
MWM
199
Modera Wealth Management
New Jersey
$507K +$179K +6,593 +54%
IC
200
IEQ Capital
California
$503K +$506K +18,601 New