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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
ACA
201
Atlas Capital Advisors
Wyoming
$35.9K +$230 +8 +0.6%
JWA
202
JFS Wealth Advisors
Pennsylvania
$32K +$35K +1,218 New
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$20K +$833 +29 +4%
QCG
204
Quadrant Capital Group
Ohio
$19K
DI
205
Disciplined Investments
Oklahoma
$18K
SWM
206
Spire Wealth Management
Virginia
$15K
MSFP
207
Mark Sheptoff Financial Planning
Connecticut
$15K +$15.8K +550 New
SIC
208
Salem Investment Counselors
North Carolina
$12K
SPIA
209
Steward Partners Investment Advisory
New York
$11K
CPA
210
Cardiff Park Advisors
California
$10K +$29 +1 +0.3%
ST
211
Sageworth Trust
Pennsylvania
$6K +$6.32K +220 New
JP Morgan Chase
212
JP Morgan Chase
New York
$5K +$5.74K +200 New
Wells Fargo
213
Wells Fargo
California
$2K -$36.5K -1,270 -94%
CFN
214
Cordasco Financial Network
Florida
$1K
FSWA
215
Financial Synergies Wealth Advisors
Texas
$800 +$861 +30 New
EVM
216
Eaton Vance Management
Massachusetts
-$72.5M -2,300,065 Closed
WG
217
Watchman Group
Texas
-$5.63M -178,512 Closed
B
218
BetterWealth
California
-$4.48M -142,236 Closed
Goldman Sachs
219
Goldman Sachs
New York
-$2.1M -66,461 Closed
HighTower Advisors
220
HighTower Advisors
Illinois
-$1.64M -52,016 Closed
FTUS
221
Flow Traders U.S.
New York
-$1.63M -51,726 Closed
MA
222
Mutual Advisors
Nebraska
-$898K -28,493 Closed
BBHC
223
Brown Brothers Harriman & Co
New York
-$385K -12,203 Closed
WFA
224
Websterrogers Financial Advisors
South Carolina
-$376K -11,908 Closed
JIC
225
Joel Isaacson & Co
New York
-$324K -10,572 Closed