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Dimensional US Equity ETF

361 hedge funds and large institutions have $3.8B invested in Dimensional US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 13 closing their positions.

Holders
361
Holders Change
+77
Holders Change %
+27.11%
% of All Funds
5.58%
Holding in Top 10
56
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+115.38%
% of All Funds
0.86%
New
95
Increased
101
Reduced
76
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
351
TrustCore Financial Services
Tennessee
$62K +$260 +5 +0.4%
FCFS
352
First Command Financial Services
Texas
$60K -$46.5K -896 -44%
DSC
353
Duncker Streett & Co
Missouri
$60K +$207 +4 +0.3%
SPIA
354
Steward Partners Investment Advisory
New York
$59K -$7.78K -150 -12%
ARIS
355
Advanced Research Investment Solutions
California
$46K
GG
356
Gleason Group
Kentucky
$42K +$155 +3 +0.4%
HI
357
Harbour Investments
Wisconsin
$42K +$155 +3 +0.4%
ACA
358
Atlas Capital Advisors
Wyoming
$39.3K
SC
359
Schubert & Co
Texas
$24K +$24K +459 New
JFA
360
JNBA Financial Advisors
Minnesota
$18K
NFG
361
Next Financial Group
Texas
$11K +$3K +55 +37%
First Manhattan
362
First Manhattan
New York
$10K +$49 +1 +0.5%
TAM
363
Tucker Asset Management
Colorado
$3.45K +$52 +1 +2%
HWMG
364
Hurlow Wealth Management Group
Indiana
-$16.3M -345,124 Closed
HWM
365
Hemington Wealth Management
Virginia
-$10.6M -224,921 Closed
Financial Engines Advisors
366
Financial Engines Advisors
California
-$944K -20,020 Closed
Kovitz Investment Group Partners
367
Kovitz Investment Group Partners
Illinois
-$289K -6,132 Closed
WT
368
Washington Trust
Rhode Island
-$240K -5,087 Closed
CS
369
Capital Square
Tennessee
-$240K -5,046 Closed
CG
370
Caprock Group
Idaho
-$236K -5,009 Closed
ZF
371
Zhang Financial
Michigan
-$221K -4,685 Closed
FAIM
372
Financial Advocates Investment Management
Washington
-$216K -4,573 Closed
SS
373
Simplicity Solutions
Minnesota
-$206K -4,366 Closed
JCM
374
Jacobi Capital Management
Pennsylvania
-$132K -2,797 Closed
GRP
375
Global Retirement Partners
California
-$12K -265 Closed