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Dimensional US Core Equity 1 ETF

129 hedge funds and large institutions have $918M invested in Dimensional US Core Equity 1 ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

620% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 5

373% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 15

67% more capital invested

Capital invested by funds: $548M → $918M (+$370M)

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

32% more funds holding

Funds holding: 98129 (+31)

14.37% more ownership

Funds ownership: 61.27%75.65% (+14%)

Holders
129
Holders Change
+31
Holders Change %
+31.63%
% of All Funds
1.7%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.22%
New
36
Increased
71
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
26
Orion Portfolio Solutions
Nebraska
$11M +$1.35M +20,686 +14%
AFG
27
Altiora Financial Group
Ohio
$10.4M +$386K +5,923 +4%
SHFA
28
SC&H Financial Advisors
Maryland
$8.36M +$4.41M +67,698 +108%
EWA
29
EverSource Wealth Advisors
Alabama
$7.92M +$1.01M +15,543 +14%
Osaic Holdings
30
Osaic Holdings
Arizona
$7.36M +$1.38M +21,143 +23%
SAM
31
Smartleaf Asset Management
Massachusetts
$7.2M -$276K -4,246 -4%
Cerity Partners
32
Cerity Partners
New York
$6.63M +$6.73M +103,327 New
CIAS
33
Capital Investment Advisory Services
North Carolina
$6.07M -$310K -4,761 -5%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$5.99M +$1.44M +22,185 +31%
STCOSD
35
Sageworth Trust Company of South Dakota
South Dakota
$4.25M +$130K +1,992 +3%
CPWM
36
Cypress Point Wealth Management
Texas
$4.18M +$665K +10,220 +19%
CC
37
Copperleaf Capital
North Carolina
$4.14M +$76.9K +1,181 +2%
CWP
38
Cyndeo Wealth Partners
Florida
$4.1M +$127K +1,955 +3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$3.9M +$618K +9,492 +18%
FFA
40
Farther Finance Advisors
California
$3.82M +$1.81M +27,834 +88%
MCM
41
Morton Capital Management
California
$3.67M +$340K +5,222 +10%
EIA
42
Eldridge Investment Advisors
New Hampshire
$3.15M +$1.45M +22,279 +83%
Truist Financial
43
Truist Financial
North Carolina
$3.1M -$367K -5,643 -10%
Mariner
44
Mariner
Kansas
$3.09M +$1.41M +21,621 +81%
TC
45
TownSquare Capital
Utah
$2.81M +$13.2K +203 +0.5%
ACS
46
Archford Capital Strategies
Illinois
$2.79M +$2.83M +43,470 New
TI
47
Truepoint Inc
Ohio
$2.74M +$1.33M +20,412 +92%
WANY
48
Wealthspire Advisors (New York)
New York
$2.64M +$1.52M +23,334 +131%
FWM
49
FMB Wealth Management
California
$2.63M +$11.3K +173 +0.4%
MSFS
50
Main Street Financial Solutions
Pennsylvania
$2.61M +$1.02M +15,677 +63%