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Dimensional US Core Equity Market ETF

320 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 91

14% more capital invested

Capital invested by funds: $2.2B → $2.5B (+$306M)

9% more funds holding in top 10

Funds holding in top 10: 5661 (+5)

6% more ownership

Funds ownership: 58.36%64.36% (+6%)

1% less funds holding

Funds holding: 322320 (-2)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $32K

Holders
320
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.08%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
91
Closed
20
Calls
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1
Strategic Investment Solutions
Illinois
$167M +$163M +5,251,162 +4,999%
MWM
2
Modera Wealth Management
New Jersey
$146M +$8.41M +270,162 +6%
SFA
3
Sequoia Financial Advisors
Ohio
$96M +$1.38M +44,284 +1%
AWA
4
Aquire Wealth Advisors
Utah
$92M +$1.43M +46,081 +2%
BF
5
Blankinship & Foster
California
$79.8M +$2.4M +76,955 +3%
AF
6
Allworth Financial
California
$75.3M +$2.1M +67,535 +3%
KA
7
Kooman & Associates
Pennsylvania
$72.4M +$14.4M +461,674 +24%
MWP
8
Meridian Wealth Partners
Pennsylvania
$56.9M +$948K +30,447 +2%
AWM
9
Arista Wealth Management
Nevada
$52.2M +$5.2M +166,904 +11%
AWM
10
AE Wealth Management
Kansas
$47.8M +$6.76M +217,129 +16%
BA
11
BCM Advisors
Louisiana
$44.2M +$45.4M +1,458,357 New
BSW
12
Buckingham Strategic Wealth
Missouri
$41.7M +$3.31M +106,272 +8%
SIG
13
Spinnaker Investment Group
California
$40.9M +$2.1M +67,302 +5%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$39.1M +$36.4M +1,168,887 +864%
RW
15
RVW Wealth
California
$35.4M +$861K +27,669 +2%
EP
16
Essential Planning
New Hampshire
$35.3M +$2M +64,189 +6%
EW
17
Evoke Wealth
California
$34.1M +$649K +20,852 +2%
Corient Private Wealth
18
Corient Private Wealth
Florida
$33.6M +$4.14M +133,043 +13%
KF
19
Krilogy Financial
Missouri
$32.7M +$2.76M +88,541 +9%
Betterment LLC
20
Betterment LLC
New York
$32.1M +$8.32M +267,097 +33%
HWM
21
HB Wealth Management
Georgia
$30.8M -$374K -12,006 -1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$29.8M +$3.47M +111,297 +13%
FW
23
FirstPurpose Wealth
Utah
$29.2M +$1.55M +49,855 +5%
ACP
24
Aveo Capital Partners
Colorado
$29.1M -$493K -15,847 -2%
W
25
WPWealth
Texas
$25.7M +$4.46M +143,117 +20%