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Dimensional US Core Equity Market ETF

226 hedge funds and large institutions have $1.22B invested in Dimensional US Core Equity Market ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 62

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

5% more funds holding

Funds holding: 215226 (+11)

4.14% less ownership

Funds ownership: 59.21%55.07% (-4.1%)

6% less capital invested

Capital invested by funds: $1.3B → $1.22B (-$73.2M)

18% less funds holding in top 10

Funds holding in top 10: 3831 (-7)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
226
Holders Change
+11
Holders Change %
+5.12%
% of All Funds
3.89%
Holding in Top 10
31
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.42%
% of All Funds
0.53%
New
33
Increased
117
Reduced
62
Closed
21
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$108M +$12.5M +447,159 +12%
RS
2
Retirement Solution
Washington
$94.3M +$9.07M +325,872 +10%
PFM
3
Parsec Financial Management
North Carolina
$85.4M +$19.3M +691,719 +26%
SFA
4
Sequoia Financial Advisors
Ohio
$62M +$3.55M +127,590 +5%
UWPG
5
Ullmann Wealth Partners Group
Florida
$53.5M +$1.12M +40,086 +2%
AF
6
Allworth Financial
California
$49.7M +$4.31M +154,641 +8%
MWP
7
Meridian Wealth Partners
Pennsylvania
$43.6M -$22.9M -821,351 -32%
AWA
8
Aquire Wealth Advisors
Utah
$41.1M +$5.86M +210,429 +15%
BSW
9
Buckingham Strategic Wealth
Missouri
$32.5M +$16.7M +600,674 +87%
SIG
10
Spinnaker Investment Group
California
$26.2M +$5.27M +189,331 +22%
EW
11
Evoke Wealth
California
$25.5M +$1.04M +37,372 +4%
HWM
12
HB Wealth Management
Georgia
$23M +$15.7M +563,562 +161%
ACP
13
Aveo Capital Partners
Colorado
$17.3M +$1.36M +48,819 +8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$16.3M -$8.11M -291,310 -31%
Stifel Financial
15
Stifel Financial
Missouri
$14.5M +$486K +17,442 +3%
AC
16
AWM Capital
Arizona
$14.2M -$2.03M -72,939 -13%
FW
17
FirstPurpose Wealth
Utah
$13.9M +$1.4M +50,446 +10%
MWM
18
Mattern Wealth Management
Kansas
$12.9M +$284K +10,196 +2%
OMC
19
Old Mission Capital
Illinois
$11.6M +$11.6M +418,000 +1,000%
HFA
20
Highland Financial Advisors
New Jersey
$10.7M +$1.65M +59,215 +16%
Betterment LLC
21
Betterment LLC
New York
$10.6M
AFS
22
Annapolis Financial Services
Maryland
$10.2M +$3.2M +114,905 +40%
RW
23
RVW Wealth
California
$10.1M +$2.61M +93,892 +31%
FPAS
24
Focus Partners Advisor Solutions
Missouri
$10M +$1.31M +47,037 +13%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9.78M -$807K -28,979 -7%