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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
GAM
201
Gould Asset Management
California
$631K +$78.9K +2,790 +15%
CIAS
202
CFS Investment Advisory Services
New Jersey
$627K -$242K -8,547 -28%
CWM
203
Cahill Wealth Management
Michigan
$624K -$254K -8,999 -29%
TC
204
TownSquare Capital
Utah
$621K +$9.89K +350 +2%
DWM
205
Dopkins Wealth Management
New York
$619K
PFM
206
Phillips Financial Management
Indiana
$599K +$424 +15 +0.1%
MG
207
Mather Group
Illinois
$575K
BC
208
Barrett & Company
Rhode Island
$567K -$1.89K -67 -0.3%
WIM
209
Warwick Investment Management
Texas
$562K +$552K +19,540 New
HWMT
210
Heritage Wealth Management (Texas)
Texas
$550K +$15.4K +546 +3%
HIGP
211
Hill Investment Group Partners
Missouri
$549K -$2.63K -93 -0.5%
JMPWA
212
JP Morgan Private Wealth Advisors
California
$549K -$10K -354 -2%
CMBA
213
C.M. Bidwell & Associates
Hawaii
$530K -$1.81K -64 -0.3%
DF
214
DecisionPoint Financial
Arizona
$527K -$1.84K -65 -0.4%
LW
215
Lauer Wealth
Indiana
$503K +$492K +17,416 New
KAM
216
Kraft Asset Management
Tennessee
$501K +$189K +6,696 +62%
ASN
217
Advisory Services Network
Georgia
$500K -$25.7K -910 -5%
EIA
218
Eldridge Investment Advisors
New Hampshire
$492K +$57 +2 +0%
CFO
219
Colony Family Offices
North Carolina
$487K +$479K +16,930 New
MOS
220
MGO One Seven
Ohio
$471K -$301K -10,643 -39%
SC
221
Shearwater Capital
Colorado
$471K +$308K +10,896 +199%
IAN
222
Integrated Advisors Network
Texas
$464K -$5.23K -185 -1%
OCM
223
Orion Capital Management
California
$461K +$125K +4,433 +38%
PWIA
224
Porter White Investment Advisors
Alabama
$459K +$509 +18 +0.1%
Renaissance Technologies
225
Renaissance Technologies
New York
$440K -$1.52M -53,900 -78%