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Dimensional US Core Equity Market ETF

215 hedge funds and large institutions have $1.3B invested in Dimensional US Core Equity Market ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 41

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

15% more funds holding

Funds holding: 187215 (+28)

12% more capital invested

Capital invested by funds: $1.15B → $1.3B (+$142M)

0.62% more ownership

Funds ownership: 58.58%59.21% (+0.62%)

Holders
215
Holders Change
+28
Holders Change %
+14.97%
% of All Funds
3.62%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.64%
New
50
Increased
112
Reduced
41
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$101M +$59.9M +2,087,577 +120%
RS
2
Retirement Solution
Washington
$90.5M +$1.44M +50,305 +1%
PFM
3
Parsec Financial Management
North Carolina
$71.5M +$15.8M +550,851 +26%
MWP
4
Meridian Wealth Partners
Pennsylvania
$67.6M +$1.02M +35,606 +1%
SFA
5
Sequoia Financial Advisors
Ohio
$61.8M +$22M +766,566 +49%
PFO
6
Pathstone Family Office
New Jersey
$61.2M +$66.5M +2,316,624 New
UWPG
7
Ullmann Wealth Partners Group
Florida
$55.2M +$4.15M +144,482 +7%
AF
8
Allworth Financial
California
$48.2M +$22.9M +798,571 +78%
AWA
9
Aquire Wealth Advisors
Utah
$37.6M -$2.62M -91,338 -6%
EW
10
Evoke Wealth
California
$25.8M +$5.81M +202,241 +26%
WFA
11
Wipfli Financial Advisors
Wisconsin
$24.9M +$23.6M +821,042 +678%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$24.8M +$6.3M +219,571 +30%
SIG
13
Spinnaker Investment Group
California
$22.5M +$6.23M +217,091 +34%
CFA
14
Capstone Financial Advisors
Illinois
$19.6M +$21.3M +740,477 New
BSW
15
Buckingham Strategic Wealth
Missouri
$18.3M +$14.2M +495,425 +251%
ACP
16
Aveo Capital Partners
Colorado
$16.8M +$14.1M +491,031 +336%
GPWA
17
Great Point Wealth Advisors
Massachusetts
$15.6M +$17M +590,784 New
AC
18
AWM Capital
Arizona
$15.3M -$472K -16,457 -3%
Stifel Financial
19
Stifel Financial
Missouri
$14.7M +$277K +9,645 +2%
FW
20
FirstPurpose Wealth
Utah
$13.3M +$2.64M +91,798 +22%
MWM
21
Mattern Wealth Management
Kansas
$13.2M -$495K -17,243 -3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$13M +$5.67M +197,407 +67%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$11M +$4.3M +149,878 +56%
PWM
24
PBMares Wealth Management
Virginia
$11M -$3.41M -118,735 -22%
Betterment LLC
25
Betterment LLC
New York
$10.6M +$1.95M +67,781 +20%