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Dimensional US Equity ETF

388 hedge funds and large institutions have $3.09B invested in Dimensional US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
6.71%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
0.88%
New
24
Increased
142
Reduced
108
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
226
Acorn Wealth Advisors
Michigan
$675K +$189K +4,855 +39%
RWM
227
Rockwood Wealth Management
Pennsylvania
$672K +$19.6K +505 +3%
MFS
228
Madrona Financial Services
Washington
$667K
PWMG
229
Prestige Wealth Management Group
New Jersey
$667K
CFS
230
CRA Financial Services
New Jersey
$650K
LNWWM
231
Laird Norton Wetherby Wealth Management
California
$647K -$349K -8,980 -35%
GWM
232
Geneos Wealth Management
Colorado
$634K
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$617K +$617K +15,893 New
MWM
234
Merriman Wealth Management
Washington
$616K -$1.67K -43 -0.3%
CB
235
Cadence Bank
Mississippi
$614K +$614K +15,813 New
B
236
Brightworth
Georgia
$613K -$27.8K -716 -4%
PFM
237
Phillips Financial Management
Indiana
$603K -$42.1K -1,084 -7%
DADC
238
D.A. Davidson & Co
Montana
$600K +$24.4K +628 +4%
PGFC
239
Peapack-Gladstone Financial Corp
New Jersey
$591K
APP
240
Avantax Planning Partners
Iowa
$589K
SAM
241
SP Asset Management
California
$587K +$2.33K +60 +0.4%
WFA
242
WestHill Financial Advisors
California
$585K
KA
243
Klingman & Associates
New York
$583K
Citadel Advisors
244
Citadel Advisors
Florida
$583K +$380K +9,791 +187%
PP
245
Pegasus Partners
Wisconsin
$580K
V
246
Veritable
Delaware
$575K
MGIA
247
Moneta Group Investment Advisors
Missouri
$563K -$51.4K -1,325 -8%
AWS
248
Atria Wealth Solutions
New York
$542K -$3.46K -89 -0.6%
AG
249
Ascent Group
Virginia
$535K -$9.13K -217 -2%
IFS
250
Intelligent Financial Strategies
Minnesota
$531K