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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
SIM
51
Stratos Investment Management
Ohio
$2.39M +$2.43M +37,280 New
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$2.3M +$1.68M +25,798 +255%
MEG
53
Millstone Evans Group
Colorado
$2.16M +$2.19M +33,612 New
IAG
54
Investment Advisory Group
Massachusetts
$2.1M +$191K +2,927 +10%
PAS
55
Park Avenue Securities
New York
$1.93M +$1.11M +17,091 +131%
CW
56
CreativeOne Wealth
Kansas
$1.8M +$86.1K +1,323 +5%
BW
57
BIP Wealth
Georgia
$1.79M +$716K +11,001 +65%
GF
58
Goodman Financial
Texas
$1.74M -$924K -14,192 -34%
RA
59
RFG Advisory
Alabama
$1.64M -$1.53M -23,499 -48%
MWM
60
Modera Wealth Management
New Jersey
$1.46M +$24.1K +370 +2%
KAS
61
Kestra Advisory Services
Texas
$1.38M +$64.7K +994 +5%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.36M +$1.16M +17,891 +551%
MADFP
63
Michael A Dubis Financial Planning
Wisconsin
$1.31M +$1.32M +20,350 New
IA
64
IFP Advisors
Florida
$1.3M +$135K +2,068 +11%
GJIA
65
Glass Jacobson Investment Advisors
Maryland
$1.26M +$1.3K +20 +0.1%
HIG
66
Heritage Investment Group
Florida
$1.2M +$1.22M +18,755 New
SCA
67
Strathmore Capital Advisors
North Carolina
$1.11M +$1.13M +17,283 New
LI
68
LRI Investments
Florida
$1.1M +$130 +2 +0%
MFIM
69
Mesirow Financial Investment Management
Illinois
$1.08M +$151K +2,314 +16%
HWM
70
Hemington Wealth Management
Virginia
$1.03M
Financial Engines Advisors
71
Financial Engines Advisors
California
$1.03M +$156K +2,398 +18%
GAM
72
Gould Asset Management
California
$1M +$16.3K +251 +2%
FIM
73
Freedom Investment Management
Connecticut
$954K +$12.2K +188 +1%
LPL Financial
74
LPL Financial
California
$827K +$839K +12,882 New
KSWA
75
Kathleen S. Wright Associates
Pennsylvania
$805K +$295K +4,529 +56%