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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
SOS
76
Silver Oak Securities
Tennessee
$799K +$69.1K +1,061 +9%
SWA
77
Sax Wealth Advisors
New Jersey
$778K +$39.6K +608 +5%
FFG
78
Fiduciary Financial Group
California
$665K +$680K +10,447 New
RFP
79
RCS Financial Planning
Maryland
$658K +$11.1K +170 +2%
SFB
80
STAR Financial Bank
Indiana
$657K +$667K +10,246 New
Citadel Advisors
81
Citadel Advisors
Florida
$652K +$661K +10,162 New
W
82
WPWealth
Texas
$627K +$3.25K +50 +0.5%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$617K +$419K +6,431 +201%
ATPW
84
Ashton Thomas Private Wealth
Arizona
$566K -$14.2K -218 -2%
WAN
85
Wealth Advisors Northwest
Oregon
$544K +$552K +8,483 New
FWP
86
Firethorn Wealth Partners
Georgia
$544K +$38.3K +588 +7%
Corient Private Wealth
87
Corient Private Wealth
Florida
$462K +$107K +1,649 +30%
WA
88
Wealthstream Advisors
New York
$455K +$11.6K +178 +3%
MML Investors Services
89
MML Investors Services
Massachusetts
$446K +$452K +6,951 New
DAS
90
Dynamic Advisor Solutions
Arizona
$434K -$2.41K -37 -0.5%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$417K +$423K +6,498 New
MFG
92
Merit Financial Group
Georgia
$403K +$409K +6,288 New
FWMP
93
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$400K +$406K +6,242 New
SFM
94
Signet Financial Management
New Jersey
$390K +$38.1K +586 +11%
OFA
95
Onyx Financial Advisors
Idaho
$382K -$15.2K -233 -4%
EAM
96
Evanson Asset Management
California
$379K +$384K +5,903 New
IWM
97
IHT Wealth Management
Illinois
$368K +$373K +5,730 New
SFC
98
Sprinkle Financial Consultants
Colorado
$363K +$25.8K +396 +8%
AAS
99
Avantax Advisory Services
Texas
$349K +$355K +5,447 New
Northern Trust
100
Northern Trust
Illinois
$349K +$354K +5,439 New