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Dimensional US Equity ETF

284 hedge funds and large institutions have $2.5B invested in Dimensional US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+24
Holders Change %
+9.23%
% of All Funds
4.99%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.46%
New
44
Increased
89
Reduced
72
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWP
251
Meridian Wealth Partners
Pennsylvania
$212K
GWS
252
Glassman Wealth Services
Virginia
$207K -$25.3K -536 -11%
AMG
253
Advisors Management Group
Wisconsin
$207K
SS
254
Simplicity Solutions
Minnesota
$206K -$9.53K -202 -4%
BSSFA
255
Baron Silver Stevens Financial Advisors
Florida
$205K
APW
256
Austin Private Wealth
Texas
$200K
EI
257
Ellevest Inc
New York
$194K +$194K +4,108 New
JCM
258
Jacobi Capital Management
Pennsylvania
$132K -$905K -19,182 -87%
TWM
259
Tradition Wealth Management
Minnesota
$132K +$378 +8 +0.3%
US Bancorp
260
US Bancorp
Minnesota
$128K
IWP
261
IAG Wealth Partners
Wisconsin
$127K -$4.87K -103 -4%
CFA
262
Carroll Financial Associates
North Carolina
$109K +$109K +2,329 New
PP
263
PrairieView Partners
Minnesota
$107K
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$106K
FCFS
265
First Command Financial Services
Texas
$97K -$11.8K -250 -11%
FCB
266
First Command Bank
Texas
$97K -$11.8K -250 -11%
OC
267
Oakworth Capital
Alabama
$80K
APA
268
American Portfolios Advisors
New York
$67.3K +$7.21K +153 +12%
GT
269
Glenmede Trust
Pennsylvania
$62K
SPIA
270
Steward Partners Investment Advisory
New York
$61K
SN
271
Sittner & Nelson
Oregon
$60K +$60K +1,270 New
TFM
272
TFC Financial Management
Massachusetts
$59K
TFS
273
TrustCore Financial Services
Tennessee
$56K +$141 +3 +0.3%
DSC
274
Duncker Streett & Co
Missouri
$54K +$140 +3 +0.3%
ARIS
275
Advanced Research Investment Solutions
California
$42.1K +$42.1K +892 New