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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 %
SDH
201
Sloy Dahl & Holst
Washington
$850K -$30.7K -752 -3%
MWC
202
MBM Wealth Consultants
Missouri
$849K
AWA
203
Arete Wealth Advisors
Illinois
$849K +$978 +24 +0.1%
AFAS
204
Acorn Financial Advisory Services
Virginia
$838K
KeyBank National Association
205
KeyBank National Association
Ohio
$836K
CWM
206
Curi Wealth Management
North Carolina
$836K +$405K +9,926 +94%
TF
207
TIAA FSB
Florida
$826K +$82.9K +2,034 +11%
RJA
208
Raymond James & Associates
Florida
$823K -$433K -10,632 -34%
PPW
209
Parcion Private Wealth
Washington
$794K -$2.09K -49 -0.3%
PCIA
210
Prime Capital Investment Advisors
Kansas
$779K -$94.5K -2,317 -11%
MWPCG
211
Measured Wealth Private Client Group
New Hampshire
$777K +$777K +19,075 New
LPP
212
Life Planning Partners
Florida
$762K
IWM
213
IHT Wealth Management
Illinois
$730K +$730K +17,923 New
PA
214
Parallel Advisors
California
$728K +$2.61K +64 +0.4%
TYCC
215
Texas Yale Capital Corp
Florida
$717K
IAN
216
Integrated Advisors Network
Texas
$716K
CCWA
217
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$707K -$50.7K -1,245 -7%
PWMG
218
Prestige Wealth Management Group
New Jersey
$701K
MFS
219
Madrona Financial Services
Washington
$700K +$700K +17,172 New
IA
220
IFG Advisory
Georgia
$688K +$688K +16,895 New
RWM
221
Rockwood Wealth Management
Pennsylvania
$684K +$1.63K +40 +0.2%
CFS
222
CRA Financial Services
New Jersey
$682K +$682K +16,746 New
PFM
223
Phillips Financial Management
Indiana
$677K +$152K +3,730 +29%
B
224
Brightworth
Georgia
$673K -$8.97K -220 -1%
GWM
225
Geneos Wealth Management
Colorado
$673K -$5.88K -143 -0.9%