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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
W
51
WPWealth
Texas
$688K +$755 +13 +0.1%
SOS
52
Silver Oak Securities
Tennessee
$670K +$128K +2,207 +24%
SWA
53
Sax Wealth Advisors
New Jersey
$613K +$93.5K +1,610 +19%
RFP
54
RCS Financial Planning
Maryland
$600K
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$567K -$491K -8,450 -47%
DAS
56
Dynamic Advisor Solutions
Arizona
$507K +$67.2K +1,157 +16%
CPA
57
Capital Performance Advisors
California
$497K +$484K +8,343 New
IA
58
IFP Advisors
Florida
$447K +$87.3K +1,504 +25%
ATPW
59
Ashton Thomas Private Wealth
Arizona
$435K +$424K +7,307 New
Financial Engines Advisors
60
Financial Engines Advisors
California
$429K +$71.2K +1,227 +21%
MSFS
61
Main Street Financial Solutions
Pennsylvania
$408K +$397K +6,847 New
KSWA
62
Kathleen S. Wright Associates
Pennsylvania
$379K +$164K +2,821 +80%
OFA
63
Onyx Financial Advisors
Idaho
$368K
PAG
64
Private Advisor Group
New Jersey
$327K +$319K +5,501 New
Corient Private Wealth
65
Corient Private Wealth
Florida
$319K +$311K +5,360 New
SFC
66
Sprinkle Financial Consultants
Colorado
$312K +$305K +5,246 New
FWP
67
Firethorn Wealth Partners
Georgia
$269K +$262K +4,519 New
AF
68
Allworth Financial
California
$259K +$34.1K +587 +16%
DA
69
Doliver Advisors
Texas
$255K -$1.74K -30 -0.7%
JP Morgan Chase
70
JP Morgan Chase
New York
$255K +$34.5K +595 +16%
JWCA
71
J.W. Cole Advisors
Florida
$249K +$5.92K +102 +3%
Pathstone Holdings
72
Pathstone Holdings
New Jersey
$208K
WIM
73
Warwick Investment Management
Texas
$206K
AWM
74
Avior Wealth Management
Nebraska
$165K
PFM
75
Phillips Financial Management
Indiana
$135K +$122K +2,100 +1,200%