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Dimensional US Core Equity Market ETF

186 hedge funds and large institutions have $1.15B invested in Dimensional US Core Equity Market ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 33 reducing their positions, and 18 closing their positions.

Holders
186
Holders Change
+23
Holders Change %
+14.11%
% of All Funds
2.94%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.44%
New
42
Increased
96
Reduced
33
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RS
1
Retirement Solution
Washington
$106M 3,373,613 -7,278 -0.2%
MWP
2
Meridian Wealth Partners
Pennsylvania
$79.5M 2,521,155 +62,837 +3%
EVM
3
Eaton Vance Management
Massachusetts
$72.5M 2,300,065 +90,918 +4%
PFM
4
Parsec Financial Management
North Carolina
$67.9M 2,152,908 +437,827 +26%
UWPG
5
Ullmann Wealth Partners Group
Florida
$61.2M 1,942,345 +95,281 +5%
AWM
6
AE Wealth Management
Kansas
$55.1M 1,746,728 +1,728,651 +9,563%
SFA
7
Sequoia Financial Advisors
Ohio
$49.6M 1,572,035 +208,431 +15%
AWA
8
Aquire Wealth Advisors
Utah
$47.8M 1,514,919 +124,478 +9%
AF
9
Allworth Financial
California
$32.3M 1,024,737 +48,286 +5%
EW
10
Evoke Wealth
California
$24.4M 772,629 +168,334 +28%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$22.7M 720,171 +201,140 +39%
SIG
12
Spinnaker Investment Group
California
$20.4M 633,389 +150,588 +31%
AC
13
AWM Capital
Arizona
$18.8M 597,128 +472,873 +381%
NCM
14
Northland Capital Management
Minnesota
$18.5M 585,829 +261,495 +81%
Stifel Financial
15
Stifel Financial
Missouri
$17.3M 547,683 +167,781 +44%
PWM
16
PBMares Wealth Management
Virginia
$16.9M 535,859 +152,552 +40%
MWM
17
Mattern Wealth Management
Kansas
$16.3M 518,072 +33,261 +7%
FW
18
FirstPurpose Wealth
Utah
$12.9M 409,594 +132,530 +48%
WFA
19
West Financial Advisors
Iowa
$12.6M 400,354 +361,409 +928%
ACWM
20
Adams Chetwood Wealth Management
North Carolina
$11.1M 350,777 +23,199 +7%
Betterment LLC
21
Betterment LLC
New York
$10.5M 331,844 +215,309 +185%
HWM
22
HB Wealth Management
Georgia
$9.47M 300,459 +81,381 +37%
TWP
23
Total Wealth Planning
Ohio
$9.43M 299,261 +299,261 New
SSC
24
Syverson Strege & Co
Iowa
$9.39M 297,916 +1,791 +0.6%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$9.27M 294,005 +280,122 +2,018%