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Dimensional US Core Equity 1 ETF

76 hedge funds and large institutions have $244M invested in Dimensional US Core Equity 1 ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 33 increasing their positions, 5 reducing their positions, and 7 closing their positions.

Holders
76
Holders Change
+25
Holders Change %
+49.02%
% of All Funds
1.1%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
32
Increased
33
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
YAL
1
Your Advocates Ltd
Texas
$54.4M 927,805 -134,543 -13%
MWA
2
Monograph Wealth Advisors
California
$18.1M 309,409 +24,369 +9%
CIAS
3
Capital Investment Advisory Services
North Carolina
$18M 307,679 -4,188 -1%
GOCP
4
Great Oak Capital Partners
Massachusetts
$14.7M 250,686 +80,443 +47%
PFA
5
Pure Financial Advisors
California
$14.3M 243,466 +95,733 +65%
OPS
6
Orion Portfolio Solutions
Nebraska
$8.1M 138,187 +5,063 +4%
BCI
7
Brinker Capital Investments
Pennsylvania
$8.1M 138,187 +5,063 +4%
BJL
8
Brighton Jones LLC
Washington
$6.39M 108,922 +47,435 +77%
RK
9
Rather & Kittrell
Tennessee
$6.23M 106,274 +62,472 +143%
AC
10
Annandale Capital
Texas
$6.12M 104,385 +41,219 +65%
Betterment LLC
11
Betterment LLC
New York
$5.98M 102,037 +102,037 New
SAM
12
Smartleaf Asset Management
Massachusetts
$5.88M 100,548 +100,548 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$5.87M 100,000
EWA
14
EverSource Wealth Advisors
Alabama
$5.19M 92,669 +33,829 +57%
KWM
15
Keating Wealth Management
Colorado
$5.15M 87,760 +87,760 New
HR
16
Hardy Reed
Mississippi
$4.23M 72,062 +25,914 +56%
PS
17
Portfolio Strategies
New York
$4.23M 72,062 +72,062 New
CC
18
Copperleaf Capital
North Carolina
$3.81M 64,898 +357 +0.6%
HKIMG
19
Hutchens & Kramer Investment Management Group
Indiana
$3.59M 61,358 +18,712 +44%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.09M 52,752 +3,957 +8%
Truist Financial
21
Truist Financial
North Carolina
$2.95M 50,327 +2,040 +4%
ST
22
Sageworth Trust
Pennsylvania
$2.83M 48,250 +48,250 New
RA
23
RFG Advisory
Alabama
$2.33M 39,793 +18,634 +88%
KSWWM
24
Keyes Stange & Wooten Wealth Management
Florida
$2.29M 39,060 +35,299 +939%
LNC
25
Lincoln National Corp
Pennsylvania
$2.2M 37,558 +37,558 New