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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 %
HA
326
Herold Advisors
New York
$243K
Kovitz Investment Group Partners
327
Kovitz Investment Group Partners
Illinois
$238K
CTC
328
Central Trust Company
Missouri
$237K
DT
329
Diversified Trust
Tennessee
$237K
PS
330
Portfolio Solutions
Michigan
$235K -$6.98K -180 -3%
BCA
331
Bay Colony Advisors
Massachusetts
$230K +$43.9K +1,129 +24%
WIA
332
World Investment Advisors
California
$228K -$303K -7,801 -57%
AIM
333
Acropolis Investment Management
Missouri
$227K +$504 +13 +0.2%
BB
334
Busey Bank
Illinois
$226K -$4.43K -114 -2%
RF
335
Resolute Financial
Massachusetts
$223K
OAM
336
Occidental Asset Management
California
$222K
BF
337
Brooklyn FI
New York
$222K +$205K +5,292 +1,239%
PAS
338
Park Avenue Securities
New York
$216K -$816 -21 -0.4%
VFP
339
Verus Financial Partners
Virginia
$216K +$404 +10 +0.2%
Luther King Capital Management (LKCM)
340
Luther King Capital Management (LKCM)
Texas
$215K -$279K
BTWM
341
Baker Tilly Wealth Management
Wisconsin
$213K +$854 +22 +0.4%
Goldman Sachs
342
Goldman Sachs
New York
$208K +$208K +5,349 New
LBC
343
Lowe Brockenbrough & Co
Virginia
$207K
ECM
344
Evergreen Capital Management
Washington
$206K -$249K -6,399 -55%
BSWA
345
Bromfield Sneider Wealth Advisors
Massachusetts
$204K
WTA
346
Washington Trust Advisors
Massachusetts
$197K
UB
347
UMB Bank
Missouri
$192K
Wells Fargo
348
Wells Fargo
California
$179K -$21.1K -546 -11%
EI
349
Ellevest Inc
New York
$162K +$622 +16 +0.4%
RCM
350
Raleigh Capital Management
North Carolina
$135K +$504 +13 +0.4%