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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
OCM
201
Orion Capital Management
California
$114K +$79.3K +2,848 +169%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$108K
MFA
203
McClarren Financial Advisors
Pennsylvania
$76K +$85K +3,053 New
SC
204
Schubert & Co
Texas
$75K -$174K -6,243 -68%
MFT
205
Moisand Fitzgerald Tamayo
Florida
$71K -$87K -3,124 -52%
SWM
206
Spire Wealth Management
Virginia
$71K +$62.9K +2,260 +411%
BHWM
207
Bay Harbor Wealth Management
Maryland
$48K +$53.4K +1,919 New
ACA
208
Atlas Capital Advisors
Wyoming
$47.8K +$15.1K +544 +40%
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
$39K +$43.4K +1,558 New
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$35K +$17.9K +642 +85%
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$28K +$31.3K +1,125 New
TRCT
212
Tower Research Capital (TRC)
New York
$18K -$55.1K -1,980 -73%
DI
213
Disciplined Investments
Oklahoma
$18K
ST
214
Sageworth Trust
Pennsylvania
$18K +$13.4K +482 +219%
MSFP
215
Mark Sheptoff Financial Planning
Connecticut
$14K
SIC
216
Salem Investment Counselors
North Carolina
$11K
SPIA
217
Steward Partners Investment Advisory
New York
$11K
CPA
218
Cardiff Park Advisors
California
$9K +$56 +2 +0.5%
GWM
219
Geneos Wealth Management
Colorado
$7K +$8.05K +289 New
CWM
220
Castle Wealth Management
Florida
$6K -$41K -1,472 -87%
Wells Fargo
221
Wells Fargo
California
$6K +$4.29K +154 +205%
BHWM
222
Beaird Harris Wealth Management
Texas
$2K +$1.89K +68 New
FSWA
223
Financial Synergies Wealth Advisors
Texas
$966 +$223 +8 +27%
MOS
224
MGO One Seven
Ohio
$749 +$106K +3,798 +15%
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$23 +$23.4K +840 New