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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.

New
Increased
Maintained
Reduced
Closed

1,675% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 4

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $446M → $544M (+$98.2M)

21% more funds holding

Funds holding: 95115 (+20)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2.06% less ownership

Funds ownership: 47.46%45.4% (-2.1%)

Holders
115
Holders Change
+20
Holders Change %
+21.05%
% of All Funds
2.01%
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 Holding Trade Value Shares
Change
Change in
Stake
RS
1
Retirement Solution
Washington
$102M +$2.04M +66,030 +2%
MWP
2
Meridian Wealth Partners
Pennsylvania
$74.1M +$206K +6,676 +0.3%
PFM
3
Parsec Financial Management
North Carolina
$48.5M +$19.6M +636,257 +76%
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$43.9M +$45M +1,457,954 New
AF
5
Allworth Financial
California
$27.2M +$1.45M +47,085 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13.8M +$2.43M +78,637 +21%
EW
7
Evoke Wealth
California
$13.5M +$3.65M +118,234 +36%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$12.2M
PWM
9
PBMares Wealth Management
Virginia
$10.3M +$1.42M +45,888 +16%
SSC
10
Syverson Strege & Co
Iowa
$8.91M +$2.05M +66,506 +29%
AA
11
Auxano Advisors
Washington
$8.58M +$897K +29,048 +11%
ACWM
12
Adams Chetwood Wealth Management
North Carolina
$8.58M +$2.52M +81,720 +40%
HR
13
Hardy Reed
Mississippi
$8.13M -$224K -7,273 -3%
MWM
14
Mattern Wealth Management
Kansas
$8.11M +$8.3M +268,926 New
Stifel Financial
15
Stifel Financial
Missouri
$7.62M +$5.27M +170,867 +208%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.09M +$1.09M +35,428 +18%
CPIG
17
Chicago Partners Investment Group
Illinois
$6.67M +$334K +10,810 +6%
TIM
18
Tortoise Investment Management
New York
$6.63M +$1.21M +39,254 +22%
WP
19
WealthSource Partners
California
$6.12M +$128K +4,148 +2%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$5.42M +$1.08M +35,133 +24%
HB
21
Homrich & Berg
Georgia
$5.36M +$1.37M +44,379 +33%
PPA
22
Parametric Portfolio Associates
Washington
$5.07M +$5.2M +168,332 New
SDWIA
23
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.95M +$300K +9,712 +6%
CW
24
CreativeOne Wealth
Kansas
$4.9M +$114K +3,692 +2%
AA
25
Ancora Advisors
Ohio
$4.89M +$69.3K +2,244 +1%