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Dimensional US Core Equity Market ETF

320 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 91

14% more capital invested

Capital invested by funds: $2.2B → $2.5B (+$306M)

9% more funds holding in top 10

Funds holding in top 10: 5661 (+5)

6% more ownership

Funds ownership: 58.36%64.36% (+6%)

1% less funds holding

Funds holding: 322320 (-2)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $32K

Holders
320
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.08%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
91
Closed
20
Calls
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
176
HighTower Advisors
Illinois
$1.24M +$156 +5 +0%
Truist Financial
177
Truist Financial
North Carolina
$1.24M +$59.6K +1,913 +5%
BEW
178
Burton Enright Welch
California
$1.23M -$140K -4,504 -10%
MCA
179
Magnolia Capital Advisors
Mississippi
$1.23M +$151K +4,845 +13%
WFA
180
WMG Financial Advisors
Tennessee
$1.22M +$61.3K +1,970 +5%
KAS
181
Kestra Advisory Services
Texas
$1.2M +$49.2K +1,579 +4%
Jane Street
182
Jane Street
New York
$1.17M -$241K -7,746 -17%
AFG
183
Altiora Financial Group
Ohio
$1.16M
CFG
184
Cooper Financial Group
California
$1.11M +$1.87K +60 +0.2%
FFM
185
Forum Financial Management
Illinois
$1.09M -$3.71K -119 -0.3%
TFA
186
Triad Financial Advisors
North Carolina
$1.06M +$136K +4,366 +14%
AWA
187
Acorn Wealth Advisors
Michigan
$1.02M +$273K +8,754 +34%
PCM
188
Parsons Capital Management
Rhode Island
$1M -$4.02K -129 -0.4%
WFAG
189
Wescott Financial Advisory Group
Pennsylvania
$995K +$2.02K +65 +0.2%
CFA
190
Capstone Financial Advisors
Illinois
$985K +$125 +4 +0%
GCM
191
G2 Capital Management
Ohio
$983K -$35.8K -1,151 -3%
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$982K -$296K -9,518 -22%
TCBWMS
193
Texas Capital Bank Wealth Management Services
Texas
$978K +$117K +3,749 +13%
EAM
194
Evanson Asset Management
California
$923K -$4.42K -142 -0.5%
IFPG
195
Intrepid Financial Planning Group
Indiana
$914K -$2.55K -82 -0.3%
RIM
196
Rockbridge Investment Management
New York
$903K +$18.5K +595 +2%
LFA
197
Lauterbach Financial Advisors
Texas
$882K -$16.1K -518 -2%
SWM
198
Sanctuary Wealth Management
Idaho
$864K +$7.47K +240 +0.8%
KPWS
199
Kestra Private Wealth Services
Texas
$858K -$31K -997 -3%
AIS
200
American Investment Services
Massachusetts
$843K +$14.8K +475 +2%