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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
BOSSRA
176
B.O.S.S. Retirement Advisors
Utah
$971K +$124K +4,402 +15%
Cerity Partners
177
Cerity Partners
New York
$956K +$271K +9,596 +41%
WFAG
178
Wescott Financial Advisory Group
Pennsylvania
$952K +$294K +10,409 +46%
Truist Financial
179
Truist Financial
North Carolina
$949K +$932K +32,970 New
CFA
180
Capstone Financial Advisors
Illinois
$946K +$113 +4 +0%
PCM
181
Parsons Capital Management
Rhode Island
$926K +$127K +4,483 +16%
KAS
182
Kestra Advisory Services
Texas
$906K +$171K +6,043 +24%
IFPG
183
Intrepid Financial Planning Group
Indiana
$881K -$34.8K -1,230 -4%
LFA
184
Lauterbach Financial Advisors
Texas
$881K +$2.4K +85 +0.3%
EAM
185
Evanson Asset Management
California
$874K +$190K +6,733 +28%
RFP
186
Root Financial Partners
California
$846K +$832K +29,417 New
WCA
187
Waypoint Capital Advisors
Minnesota
$834K +$819K +28,974 New
TCBWMS
188
Texas Capital Bank Wealth Management Services
Texas
$823K +$242K +8,550 +43%
RIM
189
Rockbridge Investment Management
New York
$816K +$38.4K +1,359 +5%
AIS
190
American Investment Services
Massachusetts
$814K
TFA
191
Triad Financial Advisors
North Carolina
$803K -$14.8K -524 -2%
Citadel Advisors
192
Citadel Advisors
Florida
$803K +$789K +27,900 New
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$791K +$777K +27,482 New
FNBSF
194
First National Bank Sioux Falls
South Dakota
$781K +$152K +5,373 +25%
TWP
195
Total Wealth Planning
Ohio
$689K +$1.41K +50 +0.2%
CPA
196
Cardiff Park Advisors
California
$683K +$57 +2 +0%
FIA
197
Foundations Investment Advisors
Arizona
$681K +$669K +23,665 New
YWM
198
Yoder Wealth Management
California
$669K +$657K +23,245 New
BFA
199
Beacon Financial Advisory
Ohio
$668K -$91.6K -3,241 -12%
IC
200
IEQ Capital
California
$640K +$103K +3,647 +20%