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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.

Holders
95
Holders Change
+25
Holders Change %
+35.71%
% of All Funds
1.66%
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 Market Value Shares Shares
Change
Shares
Change %
RS
1
Retirement Solution
Washington
$99.8M 3,303,109 +116,219 +4%
MWP
2
Meridian Wealth Partners
Pennsylvania
$74.1M 2,453,319 +5,387 +0.2%
AF
3
Allworth Financial
California
$25.9M 856,218 +182,774 +27%
PFM
4
Parsec Financial Management
North Carolina
$25.4M 839,231 +839,231 New
OCM
5
Oakwood Capital Management
California
$22.5M 743,883 +36,258 +5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$12.2M 404,000
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$11.4M 378,219 +55,297 +17%
EW
8
Evoke Wealth
California
$9.97M 329,941 +191,852 +139%
PWM
9
PBMares Wealth Management
Virginia
$8.94M 295,920 +77,099 +35%
HR
10
Hardy Reed
Mississippi
$8.37M 277,002 -12,917 -4%
AA
11
Auxano Advisors
Washington
$7.73M 255,728 +56,677 +28%
SSC
12
Syverson Strege & Co
Iowa
$6.92M 229,042 +220,685 +2,641%
FWP
13
Firethorn Wealth Partners
Georgia
$6.54M 216,473 +50,625 +31%
ACWM
14
Adams Chetwood Wealth Management
North Carolina
$6.13M 202,978 +73,165 +56%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.04M 199,805 +51,275 +35%
WP
16
WealthSource Partners
California
$6.01M 198,996 +103,504 +108%
CPIG
17
Chicago Partners Investment Group
Illinois
$5.97M 193,776 +3,894 +2%
TIM
18
Tortoise Investment Management
New York
$5.46M 180,629 +66,774 +59%
AA
19
Ancora Advisors
Ohio
$4.84M 160,054 +30,211 +23%
CW
20
CreativeOne Wealth
Kansas
$4.8M 158,840 +2,400 +2%
SDWIA
21
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.67M 154,500 +38,442 +33%
UBS Group
22
UBS Group
Switzerland
$4.6M 152,179 +152,179 New
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$4.37M 144,688 +29,002 +25%
AF
24
Advisornet Financial
Minnesota
$4.17M 138,167 +36,009 +35%
HB
25
Homrich & Berg
Georgia
$4.04M 133,574 +71,273 +114%