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Dimensional US Core Equity 1 ETF

76 hedge funds and large institutions have $244M invested in Dimensional US Core Equity 1 ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 33 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 5

357% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 7

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

49% more funds holding

Funds holding: 5176 (+25)

44% more capital invested

Capital invested by funds: $169M → $244M (+$74.7M)

6.81% less ownership

Funds ownership: 64.71%57.9% (-6.8%)

Holders
76
Holders Change
+25
Holders Change %
+49.02%
% of All Funds
1.09%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
32
Increased
33
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GF
26
Goodman Financial
Texas
$1.94M +$1.83M +33,008 New
TC
27
TownSquare Capital
Utah
$1.9M -$451K -8,132 -20%
FWM
28
FMB Wealth Management
California
$1.81M +$409K +7,369 +31%
OIA
29
OneDigital Investment Advisors
Kansas
$1.46M +$1.38M +24,968 New
CPWM
30
Cypress Point Wealth Management
Texas
$1.39M +$937K +16,894 +249%
KWM
31
KFG Wealth Management
Indiana
$1.36M +$1.28M +23,115 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.33M +$1.26M +22,650 New
GJIA
33
Glass Jacobson Investment Advisors
Maryland
$1.15M +$3.55K +64 +0.3%
SHFA
34
SC&H Financial Advisors
Maryland
$1.1M +$293K +5,278 +39%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.05M +$160K +2,886 +19%
CW
36
CreativeOne Wealth
Kansas
$995K +$441K +7,956 +88%
HWM
37
Hemington Wealth Management
Virginia
$956K
PCA
38
Prosperity Capital Advisors
Ohio
$843K +$797K +14,376 New
LI
39
LRI Investments
Florida
$843K +$797K +14,369 New
MCM
40
Morton Capital Management
California
$763K +$254K +4,573 +54%
FIM
41
Freedom Investment Management
Connecticut
$737K +$217K +3,912 +45%
W
42
WPWealth
Texas
$677K +$23.7K +428 +4%
GAM
43
Gould Asset Management
California
$652K +$404K +7,283 +190%
RFP
44
RCS Financial Planning
Maryland
$591K +$559K +10,082 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$562K -$696K -12,557 -57%
BSWA
46
Bromfield Sneider Wealth Advisors
Massachusetts
$540K +$442K +7,973 +646%
SOS
47
Silver Oak Securities
Tennessee
$531K +$136K +2,459 +37%
SWA
48
Sax Wealth Advisors
New Jersey
$509K +$255K +4,607 +113%
STCOSD
49
Sageworth Trust Company of South Dakota
South Dakota
$491K +$465K +8,378 New
DAS
50
Dynamic Advisor Solutions
Arizona
$431K +$408K +7,357 New