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Dimensional US Core Equity Market ETF

320 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 91

14% more capital invested

Capital invested by funds: $2.2B → $2.5B (+$306M)

9% more funds holding in top 10

Funds holding in top 10: 5661 (+5)

6% more ownership

Funds ownership: 58.36%64.36% (+6%)

1% less funds holding

Funds holding: 322320 (-2)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $32K

Holders
320
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.08%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
91
Closed
20
Calls
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
201
Stratos Wealth Partners
Ohio
$839K +$872K +28,009 New
FNBSF
202
First National Bank Sioux Falls
South Dakota
$813K
CPA
203
Cardiff Park Advisors
California
$795K +$87.1K +2,797 +12%
RFP
204
Root Financial Partners
California
$777K -$60.7K -1,950 -7%
YWM
205
Yoder Wealth Management
California
$756K +$2.96K +95 +0.4%
LW
206
Lauer Wealth
Indiana
$716K -$15.7K -504 -2%
BFA
207
Beacon Financial Advisory
Ohio
$696K +$187 +6 +0%
BSWA
208
Bromfield Sneider Wealth Advisors
Massachusetts
$643K +$573K +18,409 +600%
CIAS
209
CFS Investment Advisory Services
New Jersey
$641K
GAM
210
Gould Asset Management
California
$637K -$6.07K -195 -0.9%
MSFS
211
Main Street Financial Solutions
Pennsylvania
$629K +$169K +5,414 +35%
CWM
212
Cahill Wealth Management
Michigan
$626K +$2.62K +84 +0.4%
UWPG
213
Ullmann Wealth Partners Group
Florida
$598K -$35.7M -1,145,601 -98%
WIM
214
Warwick Investment Management
Texas
$585K +$93 +3 +0%
BC
215
Barrett & Company
Rhode Island
$566K -$31.1K -998 -5%
Renaissance Technologies
216
Renaissance Technologies
New York
$563K -$171K -5,500 -23%
MG
217
Mather Group
Illinois
$546K -$17.5K -562 -3%
CMBA
218
C.M. Bidwell & Associates
Hawaii
$539K -$13K -419 -2%
MA
219
Mutual Advisors
Nebraska
$536K
DWM
220
Dopkins Wealth Management
New York
$530K +$98.8K +3,175 +22%
HWMT
221
Heritage Wealth Management (Texas)
Texas
$529K -$22.9K -737 -4%
PWIA
222
Porter White Investment Advisors
Alabama
$528K +$841 +27 +0.2%
TWP
223
Total Wealth Planning
Ohio
$513K -$107K -3,433 -17%
DF
224
DecisionPoint Financial
Arizona
$512K -$54.5K -1,752 -9%
CFO
225
Colony Family Offices
North Carolina
$507K