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Dimensional US Equity ETF

384 hedge funds and large institutions have $3.18B invested in Dimensional US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 124 increasing their positions, 86 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+53
Holders Change %
+16.01%
% of All Funds
6.49%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.9%
New
72
Increased
124
Reduced
86
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPCG
226
Forum Private Client Group
Indiana
$658K +$253K +6,209 +62%
MWM
227
Merriman Wealth Management
Washington
$648K
MGIA
228
Moneta Group Investment Advisors
Missouri
$645K +$299K +7,342 +87%
TIM
229
Tortoise Investment Management
New York
$639K
PGFC
230
Peapack-Gladstone Financial Corp
New Jersey
$620K
APP
231
Avantax Planning Partners
Iowa
$619K +$619K +15,182 New
WFA
232
WestHill Financial Advisors
California
$615K
WIA
233
World Investment Advisors
California
$614K -$338K -7,540 -36%
SAM
234
SP Asset Management
California
$613K +$2.24K +55 +0.4%
KA
235
Klingman & Associates
New York
$612K
PP
236
Pegasus Partners
Wisconsin
$609K
DADC
237
D.A. Davidson & Co
Montana
$604K -$50.5K -1,239 -8%
V
238
Veritable
Delaware
$604K
LB
239
Leo Brokerage
Texas
$595K +$2.16K +53 +0.4%
AG
240
Ascent Group
Virginia
$576K +$22.9K +515 +4%
AWS
241
Atria Wealth Solutions
New York
$573K -$1.75K -43 -0.3%
IFS
242
Intelligent Financial Strategies
Minnesota
$558K
HNB
243
Huntington National Bank
Ohio
$540K -$649K
SAM
244
Summit Asset Management
Tennessee
$528K
VFA
245
Valeo Financial Advisors
Indiana
$522K
NGA
246
Naples Global Advisors
Florida
$521K +$1.91K +47 +0.4%
DPI
247
Diversified Portfolios Inc
Michigan
$517K +$1.06K +26 +0.2%
SWM
248
Seaside Wealth Management
California
$516K +$516K +11,587 New
SVCP
249
Silicon Valley Capital Partners
California
$511K +$1.87K +46 +0.4%
PSP
250
Principal Street Partners
Tennessee
$511K +$1.87K +46 +0.4%