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Dimensional US Core Equity Market ETF

115 hedge funds and large institutions have $544M invested in Dimensional US Core Equity Market ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
115
Holders Change
+20
Holders Change %
+21.05%
% of All Funds
2.02%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
26
Increased
71
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RS
1
Retirement Solution
Washington
$102M 3,369,139 +66,030 +2%
MWP
2
Meridian Wealth Partners
Pennsylvania
$74.1M 2,459,995 +6,676 +0.3%
PFM
3
Parsec Financial Management
North Carolina
$48.5M 1,475,488 +636,257 +76%
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$43.9M 1,457,954 +1,457,954 New
AF
5
Allworth Financial
California
$27.2M 903,303 +47,085 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13.8M 456,856 +78,637 +21%
EW
7
Evoke Wealth
California
$13.5M 448,175 +118,234 +36%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$12.2M 404,000
PWM
9
PBMares Wealth Management
Virginia
$10.3M 341,808 +45,888 +16%
SSC
10
Syverson Strege & Co
Iowa
$8.91M 295,548 +66,506 +29%
AA
11
Auxano Advisors
Washington
$8.58M 284,776 +29,048 +11%
ACWM
12
Adams Chetwood Wealth Management
North Carolina
$8.58M 284,698 +81,720 +40%
HR
13
Hardy Reed
Mississippi
$8.13M 269,729 -7,273 -3%
MWM
14
Mattern Wealth Management
Kansas
$8.11M 268,926 +268,926 New
Stifel Financial
15
Stifel Financial
Missouri
$7.62M 252,844 +170,867 +208%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.09M 235,233 +35,428 +18%
CPIG
17
Chicago Partners Investment Group
Illinois
$6.67M 204,586 +10,810 +6%
TIM
18
Tortoise Investment Management
New York
$6.63M 219,883 +39,254 +22%
WP
19
WealthSource Partners
California
$6.12M 203,144 +4,148 +2%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$5.42M 179,821 +35,133 +24%
HB
21
Homrich & Berg
Georgia
$5.36M 177,953 +44,379 +33%
PPA
22
Parametric Portfolio Associates
Washington
$5.07M 168,332 +168,332 New
SDWIA
23
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.95M 164,212 +9,712 +6%
CW
24
CreativeOne Wealth
Kansas
$4.9M 162,532 +3,692 +2%
AA
25
Ancora Advisors
Ohio
$4.89M 162,298 +2,244 +1%