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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.

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.25%
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 Market Value Shares Shares
Change
Shares
Change %
W
51
WPWealth
Texas
$688K 11,560 +13 +0.1%
SOS
52
Silver Oak Securities
Tennessee
$670K 11,262 +2,207 +24%
SWA
53
Sax Wealth Advisors
New Jersey
$613K 10,294 +1,610 +19%
RFP
54
RCS Financial Planning
Maryland
$600K 10,082
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$567K 9,530 -8,450 -47%
DAS
56
Dynamic Advisor Solutions
Arizona
$507K 8,514 +1,157 +16%
CPA
57
Capital Performance Advisors
California
$497K 8,343 +8,343 New
IA
58
IFP Advisors
Florida
$447K 7,511 +1,504 +25%
ATPW
59
Ashton Thomas Private Wealth
Arizona
$435K 7,307 +7,307 New
Financial Engines Advisors
60
Financial Engines Advisors
California
$429K 7,203 +1,227 +21%
MSFS
61
Main Street Financial Solutions
Pennsylvania
$408K 6,847 +6,847 New
KSWA
62
Kathleen S. Wright Associates
Pennsylvania
$379K 6,367 +2,821 +80%
OFA
63
Onyx Financial Advisors
Idaho
$368K 6,179
PAG
64
Private Advisor Group
New Jersey
$327K 5,501 +5,501 New
Corient Private Wealth
65
Corient Private Wealth
Florida
$319K 5,360 +5,360 New
SFC
66
Sprinkle Financial Consultants
Colorado
$312K 5,246 +5,246 New
FWP
67
Firethorn Wealth Partners
Georgia
$269K 4,519 +4,519 New
AF
68
Allworth Financial
California
$259K 4,269 +587 +16%
DA
69
Doliver Advisors
Texas
$255K 4,280 -30 -0.7%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$255K 4,277 +595 +16%
JWCA
71
J.W. Cole Advisors
Florida
$249K 4,181 +102 +3%
Pathstone Holdings
72
Pathstone Holdings
New Jersey
$208K 3,503
WIM
73
Warwick Investment Management
Texas
$206K 3,462
AWM
74
Avior Wealth Management
Nebraska
$165K 2,775
PFM
75
Phillips Financial Management
Indiana
$135K 2,275 +2,100 +1,200%