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Dimensional US Core Equity Market ETF

95 hedge funds and large institutions have $446M invested in Dimensional US Core Equity Market ETF in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

940% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 5

500% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 5

38% more capital invested

Capital invested by funds: $322M → $446M (+$124M)

36% more funds holding

Funds holding: 7095 (+25)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6.75% less ownership

Funds ownership: 54.22%47.46% (-6.8%)

Holders
95
Holders Change
+25
Holders Change %
+35.71%
% of All Funds
1.65%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
30
Increased
52
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RS
1
Retirement Solution
Washington
$99.8M +$3.43M +116,219 +4%
MWP
2
Meridian Wealth Partners
Pennsylvania
$74.1M +$159K +5,387 +0.2%
AF
3
Allworth Financial
California
$25.9M +$5.4M +182,774 +27%
PFM
4
Parsec Financial Management
North Carolina
$25.4M +$24.8M +839,231 New
OCM
5
Oakwood Capital Management
California
$22.5M +$1.07M +36,258 +5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$12.2M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$11.4M +$1.63M +55,297 +17%
EW
8
Evoke Wealth
California
$9.97M +$5.67M +191,852 +139%
PWM
9
PBMares Wealth Management
Virginia
$8.94M +$2.28M +77,099 +35%
HR
10
Hardy Reed
Mississippi
$8.37M -$382K -12,917 -4%
AA
11
Auxano Advisors
Washington
$7.73M +$1.68M +56,677 +28%
SSC
12
Syverson Strege & Co
Iowa
$6.92M +$6.52M +220,685 +2,641%
FWP
13
Firethorn Wealth Partners
Georgia
$6.54M +$1.5M +50,625 +31%
ACWM
14
Adams Chetwood Wealth Management
North Carolina
$6.13M +$2.16M +73,165 +56%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.04M +$1.52M +51,275 +35%
WP
16
WealthSource Partners
California
$6.01M +$3.06M +103,504 +108%
CPIG
17
Chicago Partners Investment Group
Illinois
$5.97M +$115K +3,894 +2%
TIM
18
Tortoise Investment Management
New York
$5.46M +$1.97M +66,774 +59%
AA
19
Ancora Advisors
Ohio
$4.84M +$893K +30,211 +23%
CW
20
CreativeOne Wealth
Kansas
$4.8M +$70.9K +2,400 +2%
SDWIA
21
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.67M +$1.14M +38,442 +33%
UBS Group
22
UBS Group
Switzerland
$4.6M +$4.5M +152,179 New
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$4.37M +$857K +29,002 +25%
AF
24
Advisornet Financial
Minnesota
$4.17M +$1.06M +36,009 +35%
HB
25
Homrich & Berg
Georgia
$4.04M +$2.11M +71,273 +114%