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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.

Holders
51
Holders Change
+41
Holders Change %
+410%
% of All Funds
0.75%
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 Market Value Shares Shares
Change
Shares
Change %
YAL
1
Your Advocates Ltd
Texas
$56.8M 1,062,348 +1,062,348 New
CIAS
2
Capital Investment Advisory Services
North Carolina
$16.7M 311,867 +311,867 New
MWA
3
Monograph Wealth Advisors
California
$15.2M 285,040 +285,040 New
GOCP
4
Great Oak Capital Partners
Massachusetts
$9.1M 170,243 +170,243 New
PFA
5
Pure Financial Advisors
California
$7.9M 147,733 +147,733 New
OPS
6
Orion Portfolio Solutions
Nebraska
$7.08M 133,124 -2,743 -2%
BCI
7
Brinker Capital Investments
Pennsylvania
$7.08M 133,124 -2,743 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$5.35M 100,000
CC
9
Copperleaf Capital
North Carolina
$3.45M 64,541 +64,541 New
AC
10
Annandale Capital
Texas
$3.38M 63,166 +63,166 New
BJL
11
Brighton Jones LLC
Washington
$3.29M 61,487 +61,487 New
EWA
12
EverSource Wealth Advisors
Alabama
$3.15M 58,840 +58,840 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.61M 48,795 -3,203 -6%
Truist Financial
14
Truist Financial
North Carolina
$2.58M 48,287 -3,711 -7%
HR
15
Hardy Reed
Mississippi
$2.47M 46,148 +46,148 New
RK
16
Rather & Kittrell
Tennessee
$2.34M 43,802 +43,802 New
HKIMG
17
Hutchens & Kramer Investment Management Group
Indiana
$2.28M 42,646 +42,646 New
TC
18
TownSquare Capital
Utah
$2.16M 40,479 +34,257 +551%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.66M 31,046 +31,046 New
FWM
20
FMB Wealth Management
California
$1.25M 23,413 +23,413 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.18M 22,144 +22,144 New
Jane Street
22
Jane Street
New York
$1.15M 21,549 -1,007 -4%
RA
23
RFG Advisory
Alabama
$1.13M 21,159 +21,159 New
GJIA
24
Glass Jacobson Investment Advisors
Maryland
$1.05M 19,542 +19,542 New
Citadel Advisors
25
Citadel Advisors
Florida
$876K 16,378 -880 -5%