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Dimensional US Equity ETF

331 hedge funds and large institutions have $3.58B invested in Dimensional US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 113 increasing their positions, 90 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-30
Holders Change %
-8.31%
% of All Funds
5.24%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
26
Increased
113
Reduced
90
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAWC
251
Boyce & Associates Wealth Consulting
Texas
$363K +$363K +7,406 New
EBA
252
Eagle Bay Advisors
New York
$362K
GD
253
Grandfield & Dodd
New York
$360K
PPP
254
Private Portfolio Partners
New Jersey
$354K
FRA
255
Frank Rimerman Advisors
California
$352K
Luther King Capital Management (LKCM)
256
Luther King Capital Management (LKCM)
Texas
$336K -$354K
EWM
257
Evercore Wealth Management
New York
$333K
VCM
258
Versant Capital Management
Arizona
$333K +$442 +9 +0.1%
WT
259
Whittier Trust
California
$326K
WANY
260
Wealthspire Advisors (New York)
New York
$322K +$62.1K +1,268 +24%
EVM
261
Eaton Vance Management
Massachusetts
$321K -$4.31K -88 -1%
HTHT
262
Hemenway Trust Hemenway Trust
New Hampshire
$319K -$44.2K -900 -12%
GWM
263
GSB Wealth Management
Connecticut
$319K
GI
264
Gradient Investments
Minnesota
$317K
OCM
265
One Capital Management
California
$313K
PS
266
Portfolio Solutions
Michigan
$310K -$21K -428 -6%
HA
267
Herold Advisors
New York
$307K
SHJ
268
Sharkey, Howes & Javer
Colorado
$307K +$687 +14 +0.2%
AL
269
Aspiriant LLC
California
$304K -$120K -2,467 -28%
TPWA
270
TRUE Private Wealth Advisors
Oregon
$303K
BF
271
Brooklyn FI
New York
$303K +$303K +6,191 New
HWM
272
HB Wealth Management
Georgia
$302K +$59.5K +1,213 +25%
DT
273
Diversified Trust
Tennessee
$300K
CTC
274
Central Trust Company
Missouri
$299K
BB
275
Busey Bank
Illinois
$296K