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Dimensional US Core Equity Market ETF

321 hedge funds and large institutions have $2.2B invested in Dimensional US Core Equity Market ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+19
Holders Change %
+6.29%
% of All Funds
5.06%
Holding in Top 10
56
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.29%
% of All Funds
0.88%
New
31
Increased
164
Reduced
87
Closed
7
Calls
$70K
Puts
Net Calls
+$70K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
201
Acorn Wealth Advisors
Michigan
$788K +$517K +16,691 +191%
YWM
202
Yoder Wealth Management
California
$780K +$59.2K +1,910 +8%
IC
203
IEQ Capital
California
$777K +$87.9K +2,837 +13%
LW
204
Lauer Wealth
Indiana
$762K +$210K +6,630 +38%
Renaissance Technologies
205
Renaissance Technologies
New York
$753K +$279K +9,000 +59%
CPA
206
Cardiff Park Advisors
California
$736K +$31 +1 +0%
Cerity Partners
207
Cerity Partners
New York
$733K -$297K -9,596 -29%
BFA
208
Beacon Financial Advisory
Ohio
$720K +$155 +5 +0%
GAM
209
Gould Asset Management
California
$665K -$15.2K -490 -2%
CIAS
210
CFS Investment Advisory Services
New Jersey
$663K -$11.9K -384 -2%
CWM
211
Cahill Wealth Management
Michigan
$645K -$27K -871 -4%
TWP
212
Total Wealth Planning
Ohio
$638K -$104K -3,361 -14%
BC
213
Barrett & Company
Rhode Island
$617K +$6.26K +202 +1%
WIM
214
Warwick Investment Management
Texas
$606K +$93 +3 +0%
DF
215
DecisionPoint Financial
Arizona
$584K +$16.8K +542 +3%
MG
216
Mather Group
Illinois
$582K -$37.2K -1,199 -6%
CMBA
217
C.M. Bidwell & Associates
Hawaii
$571K
HWMT
218
Heritage Wealth Management (Texas)
Texas
$571K -$22.1K -714 -4%
MA
219
Mutual Advisors
Nebraska
$555K +$204K +6,581 +58%
MOS
220
MGO One Seven
Ohio
$552K +$44.7K +1,441 +9%
PWIA
221
Porter White Investment Advisors
Alabama
$545K +$50.1K +1,618 +10%
JPMPWA
222
J.P. Morgan Private Wealth Advisors
California
$526K -$65.1K -2,100 -11%
CFO
223
Colony Family Offices
North Carolina
$525K
EIA
224
Eldridge Investment Advisors
New Hampshire
$523K -$6.41K -207 -1%
KAM
225
Kraft Asset Management
Tennessee
$520K -$19.3K -623 -4%