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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 %
BWM
276
BT Wealth Management
Georgia
$411K +$411K +10,092 New
MFG
277
Merit Financial Group
Georgia
$403K -$17.3K -424 -4%
GWA
278
Geometric Wealth Advisors
District of Columbia
$403K +$403K +9,885 New
CIA
279
Cladis Investment Advisory
Montana
$403K
AWMG
280
Alliance Wealth Management Group
New Jersey
$402K
TCM
281
Towercrest Capital Management
Pennsylvania
$402K
CSI
282
Cross Staff Investments
New York
$390K
CSIC
283
Clifford Swan Investment Counsel
California
$387K
AF
284
Allworth Financial
California
$384K +$384K +9,431 New
HFG
285
Heron Financial Group
New York
$379K -$10.2K -250 -3%
FNT
286
First National Trust
Pennsylvania
$377K
KBFS
287
Kohmann Bosshard Financial Services
Ohio
$369K +$369K +9,052 New
MCM
288
Manchester Capital Management
Vermont
$367K -$449K -11,000 -55%
AMC
289
Asset Management Corp
Illinois
$364K +$364K +8,938 New
S
290
Surevest
California
$363K +$363K +8,907 New
HCM
291
Hollencrest Capital Management
California
$362K
Baird Financial Group
292
Baird Financial Group
Wisconsin
$361K
MMA
293
Miracle Mile Advisors
California
$360K
BFA
294
Beacon Financial Advisory
Ohio
$359K +$359K +8,803 New
MG
295
Mather Group
Illinois
$348K +$348K +8,537 New
SPC
296
Sigma Planning Corp
Michigan
$343K
CFGS
297
Concourse Financial Group Securities
Alabama
$342K
OIA
298
OneDigital Investment Advisors
Kansas
$330K -$167K -4,093 -34%
FWTB
299
First Western Trust Bank
Colorado
$329K
DFC
300
DBK Financial Counsel
Ohio
$321K +$321K +7,880 New