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Dimensional US Core Equity Market ETF

70 hedge funds and large institutions have $322M invested in Dimensional US Core Equity Market ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 25 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 2

733% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 3

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

129% more capital invested

Capital invested by funds: $141M → $322M (+$181M)

119% more funds holding

Funds holding: 3270 (+38)

13.23% less ownership

Funds ownership: 67.45%54.22% (-13%)

Holders
70
Holders Change
+38
Holders Change %
+118.75%
% of All Funds
1.23%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
40
Increased
25
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RS
1
Retirement Solution
Washington
$89.8M +$7.3M +266,222 +9%
MWP
2
Meridian Wealth Partners
Pennsylvania
$69M +$67.1M +2,447,932 New
OCM
3
Oakwood Capital Management
California
$19.9M +$48.5K +1,771 +0.3%
AF
4
Allworth Financial
California
$19M +$16.7M +610,956 +978%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.4M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.1M +$4.69M +170,986 +113%
HR
7
Hardy Reed
Mississippi
$8.17M +$7.17M +261,462 +919%
PWM
8
PBMares Wealth Management
Virginia
$6.17M +$4.34M +158,169 +261%
CPIG
9
Chicago Partners Investment Group
Illinois
$5.63M +$583K +21,278 +13%
AA
10
Auxano Advisors
Washington
$5.61M +$4.74M +173,116 +667%
FWP
11
Firethorn Wealth Partners
Georgia
$4.67M +$2.76M +100,627 +154%
CW
12
CreativeOne Wealth
Kansas
$4.41M +$3.43M +125,084 +399%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.19M +$4.07M +148,530 New
EW
14
Evoke Wealth
California
$3.89M +$2.77M +101,231 +275%
AA
15
Ancora Advisors
Ohio
$3.66M +$3.56M +129,843 New
ACWM
16
Adams Chetwood Wealth Management
North Carolina
$3.66M +$3.18M +116,089 +846%
CFO
17
CVA Family Office
Colorado
$3.33M +$2.72M +99,207 +525%
SDWIA
18
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.27M +$2.92M +106,548 +1,120%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$3.26M +$3.17M +115,686 New
TIM
20
Tortoise Investment Management
New York
$3.21M +$1.84M +67,061 +143%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.1M +$3.02M +110,130 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.07M +$2.25M +82,144 +307%
AF
23
Advisornet Financial
Minnesota
$2.88M +$2.18M +79,508 +351%
CL
24
COWA LLC
Oklahoma
$2.78M +$1.49M +54,420 +130%
WP
25
WealthSource Partners
California
$2.69M +$2.62M +95,492 New