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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
HWMT
201
Heritage Wealth Management (Texas)
Texas
$502K +$505K +18,583 New
CMBA
202
C.M. Bidwell & Associates
Hawaii
$500K -$188K -6,911 -27%
DF
203
DecisionPoint Financial
Arizona
$496K +$499K +18,370 New
ASN
204
Advisory Services Network
Georgia
$494K +$144K +5,283 +41%
EIA
205
Eldridge Investment Advisors
New Hampshire
$462K -$41K -1,510 -8%
PCI
206
Planning Center Inc
Illinois
$445K +$447K +16,461 New
IAN
207
Integrated Advisors Network
Texas
$441K -$37.7K -1,386 -8%
PWIA
208
Porter White Investment Advisors
Alabama
$431K +$434K +15,952 New
AC
209
Apella Capital
Connecticut
$405K +$173K +6,373 +74%
FOA
210
Five Oceans Advisors
California
$398K -$1.88K -69 -0.5%
US Bancorp
211
US Bancorp
Minnesota
$389K +$392K +14,404 New
VCM
212
Versant Capital Management
Arizona
$380K -$181K -6,641 -32%
CAG
213
Csenge Advisory Group
Florida
$378K -$7.15K -263 -2%
LNC
214
Lincoln National Corp
Pennsylvania
$377K +$88.5K +3,256 +30%
CWS
215
Cypress Wealth Services
California
$375K +$377K +13,876 New
GA
216
Greenspring Advisors
Maryland
$356K +$358K +13,168 New
BAG
217
Briggs Advisory Group
Rhode Island
$354K -$88.8K -3,267 -20%
CSB
218
City State Bank
Iowa
$343K +$6.79K +250 +2%
Morgan Stanley
219
Morgan Stanley
New York
$329K -$95.2K -3,503 -22%
DI
220
DFPG Investments
Utah
$321K +$16.4K +605 +6%
OCM
221
Orion Capital Management
California
$313K +$192K +7,061 +156%
SCM
222
SOL Capital Management
Maryland
$309K +$311K +11,425 New
WFA
223
West Financial Advisors
Iowa
$306K +$32.5K +1,197 +12%
KAM
224
Kraft Asset Management
Tennessee
$290K +$291K +10,720 New
Ameriprise
225
Ameriprise
Minnesota
$287K +$289K +10,615 New