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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
NA
101
Note Advisors
New York
$330K +$335K +5,143 New
SW
102
StrongBox Wealth
Missouri
$328K +$333K +5,119 New
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$291K +$55.3K +850 +23%
PFM
104
Phillips Financial Management
Indiana
$283K -$40K -615 -12%
JP Morgan Chase
105
JP Morgan Chase
New York
$274K +$456 +7 +0.2%
DA
106
Doliver Advisors
Texas
$274K
AF
107
Allworth Financial
California
$274K -$10.3K -158 -4%
CFA
108
CWS Financial Advisors
Michigan
$266K +$269K +4,138 New
DW30
109
Drucker Wealth 3.0
New Jersey
$261K +$38.3K +589 +17%
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$253K
FH
111
Financial Harvest
Florida
$242K +$246K +3,777 New
WIM
112
Warwick Investment Management
Texas
$222K
JWCA
113
J.W. Cole Advisors
Florida
$221K -$44.7K -686 -17%
PAM
114
Pacific Asset Management
Washington
$201K +$204K +3,135 New
AWM
115
Avior Wealth Management
Nebraska
$178K
GM
116
GeoWealth Management
Illinois
$147K +$5.21K +80 +4%
DF
117
DecisionPoint Financial
Arizona
$132K +$26.2K +403 +24%
VWWMG
118
Vermillion & White Wealth Management Group
Pennsylvania
$126K +$65 +1 +0.1%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$112K
GWSG
120
GPS Wealth Strategies Group
Colorado
$92.5K +$15K +230 +19%
CWP
121
Concord Wealth Partners
Virginia
$76K +$65 +1 +0.1%
BTI
122
Blue Trust Inc
Georgia
$37K -$43.1K -662 -53%
GTAM
123
Global Trust Asset Management
Florida
$32.1K
AWM
124
AE Wealth Management
Kansas
$30K +$30.4K +467 New
HFS
125
HBC Financial Services
Washington
$23K +$24.2K +372 New