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Dimensional US Core Equity 1 ETF

51 hedge funds and large institutions have $169M invested in Dimensional US Core Equity 1 ETF in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and closing their positions.

Holders
51
Holders Change
+41
Holders Change %
+410%
% of All Funds
0.75%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
41
Increased
3
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HWM
26
Hemington Wealth Management
Virginia
$871K 16,287 +16,287 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$807K 15,094 +15,094 New
MHS
28
M Holdings Securities
Oregon
$768K 14,369 +14,369 New
SHFA
29
SC&H Financial Advisors
Maryland
$719K 13,454 +13,454 New
W
30
WPWealth
Texas
$595K 11,119 +6,818 +159%
CW
31
CreativeOne Wealth
Kansas
$482K 9,010 +9,010 New
FIM
32
Freedom Investment Management
Connecticut
$463K 8,654 +8,654 New
MCM
33
Morton Capital Management
California
$451K 8,431 +8,431 New
CPWM
34
Cypress Point Wealth Management
Texas
$363K 6,794 +6,794 New
SOS
35
Silver Oak Securities
Tennessee
$353K 6,596 +6,596 New
OFA
36
Onyx Financial Advisors
Idaho
$330K 6,178 +6,178 New
LPL Financial
37
LPL Financial
California
$250K 4,679 +4,679 New
KAS
38
Kestra Advisory Services
Texas
$245K 4,588 +4,588 New
FTUS
39
Flow Traders U.S.
New York
$243K 4,536 +4,536 New
SWA
40
Sax Wealth Advisors
New Jersey
$218K 4,077 +4,077 New
GAM
41
Gould Asset Management
California
$205K 3,830 +3,830 New
KSWWM
42
Keyes Stange & Wooten Wealth Management
Florida
$201K 3,761 +3,761 New
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$197K 3,682 +3,682 New
AF
44
Allworth Financial
California
$197K 3,682 +3,682 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$91K 1,697 +1,697 New
BSWA
46
Bromfield Sneider Wealth Advisors
Massachusetts
$66K 1,235 +5 +0.4%
DF
47
DecisionPoint Financial
Arizona
$50.9K 952 +952 New
MSWM
48
McGlone Suttner Wealth Management
Wisconsin
$48.3K 904 +904 New
BTI
49
Blue Trust Inc
Georgia
$10K 211 +211 New
PFM
50
Phillips Financial Management
Indiana
$9.36K 175 +175 New