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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.

Holders
129
Holders Change
+31
Holders Change %
+31.63%
% of All Funds
1.72%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.23%
New
36
Increased
71
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NA
101
Note Advisors
New York
$330K 5,143 +5,143 New
SW
102
StrongBox Wealth
Missouri
$328K 5,119 +5,119 New
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$291K 4,536 +850 +23%
PFM
104
Phillips Financial Management
Indiana
$283K 4,415 -615 -12%
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$274K 4,276 +7 +0.2%
DA
106
Doliver Advisors
Texas
$274K 4,270
AF
107
Allworth Financial
California
$274K 4,111 -158 -4%
CFA
108
CWS Financial Advisors
Michigan
$266K 4,138 +4,138 New
DW30
109
Drucker Wealth 3.0
New Jersey
$261K 4,063 +589 +17%
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$253K 3,941
FH
111
Financial Harvest
Florida
$242K 3,777 +3,777 New
WIM
112
Warwick Investment Management
Texas
$222K 3,462
JWCA
113
J.W. Cole Advisors
Florida
$221K 3,442 -686 -17%
PAM
114
Pacific Asset Management
Washington
$201K 3,135 +3,135 New
AWM
115
Avior Wealth Management
Nebraska
$178K 2,775
GM
116
GeoWealth Management
Illinois
$147K 2,284 +80 +4%
DF
117
DecisionPoint Financial
Arizona
$132K 2,054 +403 +24%
VWWMG
118
Vermillion & White Wealth Management Group
Pennsylvania
$126K 1,970 +1 +0.1%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$112K 1,749
GWSG
120
GPS Wealth Strategies Group
Colorado
$92.5K 1,442 +230 +19%
CWP
121
Concord Wealth Partners
Virginia
$76K 1,185 +1 +0.1%
BTI
122
Blue Trust Inc
Georgia
$37K 576 -662 -53%
GTAM
123
Global Trust Asset Management
Florida
$32.1K 500
AWM
124
AE Wealth Management
Kansas
$30K 467 +467 New
HFS
125
HBC Financial Services
Washington
$23K 372 +372 New