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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.

New
Increased
Maintained
Reduced
Closed
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 %
B
201
Brightworth
Georgia
$864K +$723 +14 +0.1%
PGFC
202
Peapack-Gladstone Financial Corp
New Jersey
$849K +$25.9K +500 +3%
TIM
203
Tortoise Investment Management
New York
$811K +$492K +9,510 +154%
Morgan Stanley
204
Morgan Stanley
New York
$809K +$111K +2,151 +16%
SHFA
205
SC&H Financial Advisors
Maryland
$807K +$807K +15,600 New
IA
206
IFG Advisory
Georgia
$793K +$28.5K +552 +4%
CA
207
Cetera Advisors
Colorado
$789K -$11.8K -229 -1%
APP
208
Avantax Planning Partners
Iowa
$785K
WFA
209
WestHill Financial Advisors
California
$781K
WWM
210
Western Wealth Management
Colorado
$781K +$781K +15,124 New
KA
211
Klingman & Associates
New York
$776K
PP
212
Pegasus Partners
Wisconsin
$772K
V
213
Veritable
Delaware
$766K
SAM
214
SP Asset Management
California
$735K +$2.9K +59 +0.4%
IFS
215
Intelligent Financial Strategies
Minnesota
$708K +$708K +13,687 New
HNB
216
Huntington National Bank
Ohio
$681K -$619K -13,118 Closed
FCI
217
Financial Counselors Inc
Kansas
$675K
DPI
218
Diversified Portfolios Inc
Michigan
$670K -$20K -388 -3%
SAM
219
Summit Asset Management
Tennessee
$670K
VFA
220
Valeo Financial Advisors
Indiana
$663K
NGA
221
Naples Global Advisors
Florida
$657K +$2.58K +50 +0.4%
PWA
222
PCG Wealth Advisors
Kansas
$653K +$653K +12,632 New
PSP
223
Principal Street Partners
Tennessee
$646K +$312K +6,040 +94%
SVCP
224
Silicon Valley Capital Partners
California
$645K +$2.59K +50 +0.4%
CFFP
225
Center for Financial Planning
Michigan
$630K