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Dimensional US Core Equity Market ETF

283 hedge funds and large institutions have $1.68B invested in Dimensional US Core Equity Market ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 116 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 20

71% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 68

61% more funds holding in top 10

Funds holding in top 10: 3150 (+19)

50% more call options, than puts

Call options by funds: $3K | Put options by funds: $2K

37% more capital invested

Capital invested by funds: $1.22B → $1.68B (+$453M)

25% more funds holding

Funds holding: 226283 (+57)

6.14% more ownership

Funds ownership: 55.07%61.21% (+6.1%)

Holders
283
Holders Change
+57
Holders Change %
+25.22%
% of All Funds
4.55%
Holding in Top 10
50
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+61.29%
% of All Funds
0.8%
New
81
Increased
116
Reduced
68
Closed
20
Calls
$3K
Puts
$2K
Net Calls
+$1K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$122M +$5.95M +218,843 +5%
RS
2
Retirement Solution
Washington
$104M +$3.17M +116,541 +3%
PFM
3
Parsec Financial Management
North Carolina
$99.9M +$8.18M +301,045 +9%
SFA
4
Sequoia Financial Advisors
Ohio
$74.6M +$8.03M +295,270 +12%
AWA
5
Aquire Wealth Advisors
Utah
$63.8M +$19.7M +725,651 +44%
AF
6
Allworth Financial
California
$62.2M +$8.82M +324,412 +16%
UWPG
7
Ullmann Wealth Partners Group
Florida
$58.3M +$805K +29,627 +1%
MWP
8
Meridian Wealth Partners
Pennsylvania
$48.6M +$1.77M +64,950 +4%
BSW
9
Buckingham Strategic Wealth
Missouri
$31.5M -$3.44M -126,732 -10%
SIG
10
Spinnaker Investment Group
California
$31.2M +$3.1M +113,946 +11%
EW
11
Evoke Wealth
California
$30.4M +$3.12M +114,691 +11%
RW
12
RVW Wealth
California
$28.4M +$17.7M +649,683 +162%
HWM
13
HB Wealth Management
Georgia
$27.9M +$3.19M +117,322 +13%
EP
14
Essential Planning
New Hampshire
$23.1M +$23.9M +880,762 +2,393%
ACP
15
Aveo Capital Partners
Colorado
$21.9M +$3.34M +122,845 +18%
FW
16
FirstPurpose Wealth
Utah
$17.6M +$2.74M +100,866 +18%
Stifel Financial
17
Stifel Financial
Missouri
$16.9M +$1.39M +51,053 +9%
W
18
WPWealth
Texas
$16.2M +$16.3M +599,878 New
KF
19
Krilogy Financial
Missouri
$16.1M +$14.4M +531,313 +831%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$15.9M -$1.61M -59,083 -9%
PO
21
Private Ocean
California
$15.2M +$15.3M +563,262 New
Creative Planning
22
Creative Planning
Kansas
$14.9M +$14.8M +544,435 +6,368%
SFG
23
Sterling Financial Group
California
$14.2M +$14.3M +526,326 New
HFA
24
Highland Financial Advisors
New Jersey
$13.9M +$2.42M +89,157 +21%
AC
25
AWM Capital
Arizona
$13.7M -$3.21K -118 -0%