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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 %
Jane Street
251
Jane Street
New York
$515K -$678K -17,465 -57%
SAM
252
Summit Asset Management
Tennessee
$503K
NGA
253
Naples Global Advisors
Florida
$499K +$1.94K +50 +0.4%
VFA
254
Valeo Financial Advisors
Indiana
$498K
DPI
255
Diversified Portfolios Inc
Michigan
$494K +$1.44K +37 +0.3%
SVCP
256
Silicon Valley Capital Partners
California
$489K +$1.9K +49 +0.4%
PSP
257
Principal Street Partners
Tennessee
$489K +$1.9K +49 +0.4%
SWM
258
Seaside Wealth Management
California
$487K
CFFP
259
Center for Financial Planning
Michigan
$473K
BCI
260
Brinker Capital Investments
Pennsylvania
$472K
Franklin Resources
261
Franklin Resources
California
$460K +$1.83K +47 +0.4%
PC
262
Peavine Capital
Nevada
$440K
BFPW
263
BOK Financial Private Wealth
Colorado
$440K
EA
264
Efficient Advisors
Ohio
$438K +$8.38K +216 +2%
Baird Financial Group
265
Baird Financial Group
Wisconsin
$438K +$93.9K +2,420 +27%
SF
266
SBK Financial
Virginia
$430K
JSL
267
JT Stratford LLC
Georgia
$422K +$11.6K +300 +3%
FCI
268
Financial Counselors Inc
Kansas
$420K
BCM
269
Brookstone Capital Management
Illinois
$417K
SWA
270
SFMG Wealth Advisors
Texas
$416K -$4.43K -114 -1%
GLA
271
Great Lakes Advisors
Illinois
$410K -$36.8K -950 -8%
W
272
WorthPointe
California
$410K
C
273
Certuity
Florida
$409K -$65.7K -1,692 -14%
LWAC
274
Laurel Wealth Advisors (California)
California
$408K +$854 +22 +0.2%
OPS
275
Orion Portfolio Solutions
Nebraska
$402K -$3.34K -86 -0.8%