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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
Citadel Advisors
51
Citadel Advisors
Florida
$373K -$556K -10,022 -61%
KAS
52
Kestra Advisory Services
Texas
$369K +$94.9K +1,711 +37%
OFA
53
Onyx Financial Advisors
Idaho
$362K +$55 +1 +0%
TI
54
Truepoint Inc
Ohio
$358K +$338K +6,101 New
IA
55
IFP Advisors
Florida
$352K +$333K +6,007 New
Financial Engines Advisors
56
Financial Engines Advisors
California
$350K +$331K +5,976 New
Osaic Holdings
57
Osaic Holdings
Arizona
$344K +$325K +5,866 New
IAG
58
Investment Advisory Group
Massachusetts
$313K +$296K +5,334 New
DA
59
Doliver Advisors
Texas
$253K +$239K +4,310 New
JWCA
60
J.W. Cole Advisors
Florida
$238K +$226K +4,079 New
AF
61
Allworth Financial
California
$216K
JP Morgan Chase
62
JP Morgan Chase
New York
$216K
KSWA
63
Kathleen S. Wright Associates
Pennsylvania
$208K +$197K +3,546 New
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$205K +$194K +3,503 New
WIM
65
Warwick Investment Management
Texas
$203K +$192K +3,462 New
IC
66
Innealta Capital
Texas
$203K +$192K +3,460 New
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$176K +$166K +3,000 New
AWM
68
Avior Wealth Management
Nebraska
$163K +$154K +2,775 New
FFA
69
Farther Finance Advisors
California
$149K +$141K +2,544 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$100K
BTI
71
Blue Trust Inc
Georgia
$72.5K +$56.8K +1,025 +486%
CWP
72
Concord Wealth Partners
Virginia
$69.4K +$65.6K +1,183 New
DF
73
DecisionPoint Financial
Arizona
$68.2K +$13.9K +251 +26%
VWWMG
74
Vermillion & White Wealth Management Group
Pennsylvania
$65.7K +$62.1K +1,120 New
APC
75
Aspire Private Capital
North Carolina
$18.1K +$17.1K +309 New