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Dimensional US Core Equity 1 ETF

86 hedge funds and large institutions have $404M invested in Dimensional US Core Equity 1 ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

563% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 8

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

66% more capital invested

Capital invested by funds: $244M → $404M (+$160M)

13% more funds holding

Funds holding: 7686 (+10)

4.14% more ownership

Funds ownership: 57.9%62.04% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.24%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
16
Increased
53
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$3.16M +$165K +2,846 +6%
RA
27
RFG Advisory
Alabama
$2.71M +$334K +5,757 +14%
STCOSD
28
Sageworth Trust Company of South Dakota
South Dakota
$2.7M +$2.15M +37,068 +442%
TC
29
TownSquare Capital
Utah
$2.46M +$526K +9,065 +28%
GF
30
Goodman Financial
Texas
$2.46M +$479K +8,254 +25%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.41M +$1.04M +17,870 +79%
CPWM
32
Cypress Point Wealth Management
Texas
$2.31M +$882K +15,193 +64%
SHFA
33
SC&H Financial Advisors
Maryland
$2.06M +$918K +15,808 +84%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2M +$1.39M +23,964 +250%
KWM
35
KFG Wealth Management
Indiana
$1.95M +$563K +9,692 +42%
FWM
36
FMB Wealth Management
California
$1.87M +$36K +621 +2%
IAG
37
Investment Advisory Group
Massachusetts
$1.77M +$1.42M +24,403 +457%
MCM
38
Morton Capital Management
California
$1.61M +$817K +14,066 +108%
Jane Street
39
Jane Street
New York
$1.61M +$1.57M +27,060 New
FFA
40
Farther Finance Advisors
California
$1.46M +$1.27M +21,926 +862%
MWM
41
Modera Wealth Management
New Jersey
$1.33M +$1.3M +22,381 New
GJIA
42
Glass Jacobson Investment Advisors
Maryland
$1.18M +$11K +190 +1%
TI
43
Truepoint Inc
Ohio
$1M +$625K +10,766 +176%
HWM
44
Hemington Wealth Management
Virginia
$969K
CW
45
CreativeOne Wealth
Kansas
$899K -$108K -1,859 -11%
GAM
46
Gould Asset Management
California
$880K +$213K +3,671 +33%
LI
47
LRI Investments
Florida
$831K -$23.3K -401 -3%
FIM
48
Freedom Investment Management
Connecticut
$809K +$59.8K +1,031 +8%
Mariner
49
Mariner
Kansas
$788K +$768K +13,232 New
KAS
50
Kestra Advisory Services
Texas
$740K +$356K +6,138 +97%