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Dimensional US Core Equity Market ETF

303 hedge funds and large institutions have $1.78B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 77 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,367% more call options, than puts

Call options by funds: $44K | Put options by funds: $3K

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

104% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 77

7% more funds holding

Funds holding: 283303 (+20)

6% more capital invested

Capital invested by funds: $1.68B → $1.78B (+$105M)

1.04% less ownership

Funds ownership: 61.21%60.17% (-1%)

2% less funds holding in top 10

Funds holding in top 10: 5049 (-1)

Holders
303
Holders Change
+20
Holders Change %
+7.07%
% of All Funds
4.83%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
35
Increased
157
Reduced
77
Closed
10
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$40K
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1
Parsec Financial Management
North Carolina
$119M +$12.9M +455,142 +12%
SFA
2
Sequoia Financial Advisors
Ohio
$89M +$9.35M +330,830 +12%
AWA
3
Aquire Wealth Advisors
Utah
$79.9M +$11.8M +418,130 +18%
AF
4
Allworth Financial
California
$67.2M +$968K +34,230 +1%
UWPG
5
Ullmann Wealth Partners Group
Florida
$63.4M +$1.32M +46,846 +2%
MWP
6
Meridian Wealth Partners
Pennsylvania
$52.2M +$392K +13,865 +0.8%
KA
7
Kooman & Associates
Pennsylvania
$52.2M +$41.7M +1,476,041 +437%
SIG
8
Spinnaker Investment Group
California
$35.9M +$2.67M +94,327 +8%
AWM
9
AE Wealth Management
Kansas
$35.5M -$92.3M -3,266,283 -73%
EP
10
Essential Planning
New Hampshire
$31.6M +$5.17M +182,743 +20%
BSW
11
Buckingham Strategic Wealth
Missouri
$31.5M
RW
12
RVW Wealth
California
$31.2M +$944K +33,408 +3%
EW
13
Evoke Wealth
California
$30.4M -$1.97M -69,716 -6%
HWM
14
HB Wealth Management
Georgia
$30.2M +$521K +18,444 +2%
Corient Private Wealth
15
Corient Private Wealth
Florida
$24.9M +$14.9M +527,703 +156%
ACP
16
Aveo Capital Partners
Colorado
$24.2M +$954K +33,730 +4%
KF
17
Krilogy Financial
Missouri
$24M +$6.76M +239,173 +40%
FW
18
FirstPurpose Wealth
Utah
$21.9M +$3.09M +109,167 +17%
W
19
WPWealth
Texas
$19M +$1.74M +61,391 +10%
Stifel Financial
20
Stifel Financial
Missouri
$18.7M +$645K +22,822 +4%
AFS
21
Annapolis Financial Services
Maryland
$17.3M +$2.67M +94,515 +19%
FMWA
22
Forvis Mazars Wealth Advisors
Missouri
$15.5M +$3.25M +115,023 +27%
HFA
23
Highland Financial Advisors
New Jersey
$15.1M +$321K +11,342 +2%
Betterment LLC
24
Betterment LLC
New York
$15M +$3.71M +131,109 +34%
PO
25
Private Ocean
California
$14.8M -$1.35M -47,807 -8%