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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.

New
Increased
Maintained
Reduced
Closed

569% more capital invested

Capital invested by funds: $25.4M → $169M (+$144M)

410% more funds holding

Funds holding: 1051 (+41)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

164.55% less ownership

Funds ownership: 229.26%64.71% (-165%)

Holders
51
Holders Change
+41
Holders Change %
+410%
% of All Funds
0.74%
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 Holding Trade Value Shares
Change
Change in
Stake
HWM
26
Hemington Wealth Management
Virginia
$871K +$809K +16,287 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$807K +$750K +15,094 New
MHS
28
M Holdings Securities
Oregon
$768K +$714K +14,369 New
SHFA
29
SC&H Financial Advisors
Maryland
$719K +$668K +13,454 New
W
30
WPWealth
Texas
$595K +$339K +6,818 +159%
CW
31
CreativeOne Wealth
Kansas
$482K +$448K +9,010 New
FIM
32
Freedom Investment Management
Connecticut
$463K +$430K +8,654 New
MCM
33
Morton Capital Management
California
$451K +$419K +8,431 New
CPWM
34
Cypress Point Wealth Management
Texas
$363K +$338K +6,794 New
SOS
35
Silver Oak Securities
Tennessee
$353K +$328K +6,596 New
OFA
36
Onyx Financial Advisors
Idaho
$330K +$307K +6,178 New
LPL Financial
37
LPL Financial
California
$250K +$232K +4,679 New
KAS
38
Kestra Advisory Services
Texas
$245K +$228K +4,588 New
FTUS
39
Flow Traders U.S.
New York
$243K +$225K +4,536 New
SWA
40
Sax Wealth Advisors
New Jersey
$218K +$203K +4,077 New
GAM
41
Gould Asset Management
California
$205K +$190K +3,830 New
KSWWM
42
Keyes Stange & Wooten Wealth Management
Florida
$201K +$187K +3,761 New
AF
43
Allworth Financial
California
$197K +$183K +3,682 New
JP Morgan Chase
44
JP Morgan Chase
New York
$197K +$183K +3,682 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$91K +$84.3K +1,697 New
BSWA
46
Bromfield Sneider Wealth Advisors
Massachusetts
$66K +$248 +5 +0.4%
DF
47
DecisionPoint Financial
Arizona
$50.9K +$47.3K +952 New
MSWM
48
McGlone Suttner Wealth Management
Wisconsin
$48.3K +$44.9K +904 New
BTI
49
Blue Trust Inc
Georgia
$10K +$10.5K +211 New
PFM
50
Phillips Financial Management
Indiana
$9.36K +$8.7K +175 New