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Dimensional US Core Equity 1 ETF

98 hedge funds and large institutions have $548M invested in Dimensional US Core Equity 1 ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 12

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

36% more capital invested

Capital invested by funds: $404M → $548M (+$144M)

14% more funds holding

Funds holding: 8698 (+12)

0.77% less ownership

Funds ownership: 62.04%61.27% (-0.77%)

Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
1.41%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
18
Increased
61
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
51
BIP Wealth
Georgia
$1.07M +$1.03M +16,877 New
HWM
52
Hemington Wealth Management
Virginia
$1.01M -$9.14K -150 -0.9%
GAM
53
Gould Asset Management
California
$974K +$36.6K +601 +4%
FIM
54
Freedom Investment Management
Connecticut
$930K +$65.9K +1,081 +8%
MFIM
55
Mesirow Financial Investment Management
Illinois
$916K +$881K +14,466 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$870K +$837K +13,735 New
Financial Engines Advisors
57
Financial Engines Advisors
California
$865K +$393K +6,456 +90%
PAS
58
Park Avenue Securities
New York
$824K +$793K +13,010 New
SWA
59
Sax Wealth Advisors
New Jersey
$730K +$74.6K +1,224 +12%
SOS
60
Silver Oak Securities
Tennessee
$717K +$6.52K +107 +1%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$641K +$35.6K +585 +6%
RFP
62
RCS Financial Planning
Maryland
$639K
W
63
WPWealth
Texas
$615K -$112K -1,845 -16%
EP
64
Essential Planning
New Hampshire
$594K +$571K +9,371 New
ATPW
65
Ashton Thomas Private Wealth
Arizona
$573K +$106K +1,737 +24%
KSWA
66
Kathleen S. Wright Associates
Pennsylvania
$508K +$100K +1,649 +26%
FWP
67
Firethorn Wealth Partners
Georgia
$500K +$205K +3,371 +75%
WA
68
Wealthstream Advisors
New York
$438K +$421K +6,911 New
DAS
69
Dynamic Advisor Solutions
Arizona
$431K -$104K -1,711 -20%
OFA
70
Onyx Financial Advisors
Idaho
$391K +$61 +1 +0%
Corient Private Wealth
71
Corient Private Wealth
Florida
$352K +$11.9K +196 +4%
SFM
72
Signet Financial Management
New Jersey
$348K +$334K +5,490 New
SFC
73
Sprinkle Financial Consultants
Colorado
$333K +$792 +13 +0.2%
Jane Street
74
Jane Street
New York
$325K -$1.34M -21,924 -81%
PFM
75
Phillips Financial Management
Indiana
$319K +$168K +2,755 +121%