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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
DA
76
Doliver Advisors
Texas
$270K -$609 -10 -0.2%
AF
77
Allworth Financial
California
$270K
JP Morgan Chase
78
JP Morgan Chase
New York
$270K -$487 -8 -0.2%
JWCA
79
J.W. Cole Advisors
Florida
$261K -$3.23K -53 -1%
IWC
80
Integrated Wealth Concepts
Massachusetts
$258K +$249K +4,081 New
Pathstone Holdings
81
Pathstone Holdings
New Jersey
$250K +$26.7K +438 +13%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$233K +$121K +1,989 +117%
DW30
83
Drucker Wealth 3.0
New Jersey
$220K +$212K +3,474 New
WIM
84
Warwick Investment Management
Texas
$219K
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$206K -$1.85M -30,302 -90%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$202K +$194K +3,192 New
AWM
87
Avior Wealth Management
Nebraska
$176K
GM
88
GeoWealth Management
Illinois
$140K +$127K +2,090 +1,833%
VWWMG
89
Vermillion & White Wealth Management Group
Pennsylvania
$125K +$8.22K +135 +7%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$110K +$107K +1,749 New
DF
91
DecisionPoint Financial
Arizona
$105K -$4.93K -81 -5%
GWSG
92
GPS Wealth Strategies Group
Colorado
$76.8K +$73.8K +1,212 New
CWP
93
Concord Wealth Partners
Virginia
$75K
BTI
94
Blue Trust Inc
Georgia
$73.7K +$122 +2 +0.2%
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$50.7K +$48.7K +800 New
GTAM
96
Global Trust Asset Management
Florida
$31.7K
VAMG
97
Voisard Asset Management Group
Michigan
$6.71K +$6.46K +106 New
TRCT
98
Tower Research Capital (TRC)
New York
$3.8K +$3.65K +60 New
Cerity Partners
99
Cerity Partners
New York
-$5.24M -87,974 Closed
CPA
100
Capital Performance Advisors
California
-$497K -8,343 Closed