We are live on ! Find out more
DCOR icon

Dimensional US Core Equity 1 ETF

51 hedge funds and large institutions have $169M invested in Dimensional US Core Equity 1 ETF in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

569% more capital invested

Capital invested by funds: $25.4M → $169M (+$144M)

410% more funds holding

Funds holding: 1051 (+41)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

164.55% less ownership

Funds ownership: 229.26%64.71% (-165%)

Holders
51
Holders Change
+41
Holders Change %
+410%
% of All Funds
0.74%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
3
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YAL
1
Your Advocates Ltd
Texas
$56.8M +$52.8M +1,062,348 New
CIAS
2
Capital Investment Advisory Services
North Carolina
$16.7M +$15.5M +311,867 New
MWA
3
Monograph Wealth Advisors
California
$15.2M +$14.2M +285,040 New
GOCP
4
Great Oak Capital Partners
Massachusetts
$9.1M +$8.46M +170,243 New
PFA
5
Pure Financial Advisors
California
$7.9M +$7.34M +147,733 New
BCI
6
Brinker Capital Investments
Pennsylvania
$7.08M -$136K -2,743 -2%
OPS
7
Orion Portfolio Solutions
Nebraska
$7.08M -$136K -2,743 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$5.35M
CC
9
Copperleaf Capital
North Carolina
$3.45M +$3.21M +64,541 New
AC
10
Annandale Capital
Texas
$3.38M +$3.14M +63,166 New
BJL
11
Brighton Jones LLC
Washington
$3.29M +$3.06M +61,487 New
EWA
12
EverSource Wealth Advisors
Alabama
$3.15M +$2.92M +58,840 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.61M -$159K -3,203 -6%
Truist Financial
14
Truist Financial
North Carolina
$2.58M -$184K -3,711 -7%
HR
15
Hardy Reed
Mississippi
$2.47M +$2.29M +46,148 New
RK
16
Rather & Kittrell
Tennessee
$2.34M +$2.18M +43,802 New
HKIMG
17
Hutchens & Kramer Investment Management Group
Indiana
$2.28M +$2.12M +42,646 New
TC
18
TownSquare Capital
Utah
$2.16M +$1.7M +34,257 +551%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.66M +$1.54M +31,046 New
FWM
20
FMB Wealth Management
California
$1.25M +$1.16M +23,413 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.18M +$1.1M +22,144 New
Jane Street
22
Jane Street
New York
$1.15M -$50K -1,007 -4%
RA
23
RFG Advisory
Alabama
$1.13M +$1.05M +21,159 New
GJIA
24
Glass Jacobson Investment Advisors
Maryland
$1.05M +$971K +19,542 New
Citadel Advisors
25
Citadel Advisors
Florida
$876K -$43.7K -880 -5%