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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.

New
Increased
Maintained
Reduced
Closed

560% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 5

357% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 7

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

49% more funds holding

Funds holding: 5176 (+25)

44% more capital invested

Capital invested by funds: $169M → $244M (+$74.7M)

6.81% less ownership

Funds ownership: 64.71%57.9% (-6.8%)

Holders
76
Holders Change
+25
Holders Change %
+49.02%
% of All Funds
1.09%
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 Holding Trade Value Shares
Change
Change in
Stake
YAL
1
Your Advocates Ltd
Texas
$54.4M -$7.46M -134,543 -13%
MWA
2
Monograph Wealth Advisors
California
$18.1M +$1.35M +24,369 +9%
CIAS
3
Capital Investment Advisory Services
North Carolina
$18M -$232K -4,188 -1%
GOCP
4
Great Oak Capital Partners
Massachusetts
$14.7M +$4.46M +80,443 +47%
PFA
5
Pure Financial Advisors
California
$14.3M +$5.31M +95,733 +65%
BCI
6
Brinker Capital Investments
Pennsylvania
$8.1M +$281K +5,063 +4%
OPS
7
Orion Portfolio Solutions
Nebraska
$8.1M +$281K +5,063 +4%
BJL
8
Brighton Jones LLC
Washington
$6.39M +$2.63M +47,435 +77%
RK
9
Rather & Kittrell
Tennessee
$6.23M +$3.46M +62,472 +143%
AC
10
Annandale Capital
Texas
$6.12M +$2.29M +41,219 +65%
Betterment LLC
11
Betterment LLC
New York
$5.98M +$5.66M +102,037 New
SAM
12
Smartleaf Asset Management
Massachusetts
$5.88M +$5.58M +100,548 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$5.87M
EWA
14
EverSource Wealth Advisors
Alabama
$5.19M +$1.88M +33,829 +57%
KWM
15
Keating Wealth Management
Colorado
$5.15M +$4.87M +87,760 New
HR
16
Hardy Reed
Mississippi
$4.23M +$1.44M +25,914 +56%
PS
17
Portfolio Strategies
New York
$4.23M +$4M +72,062 New
CC
18
Copperleaf Capital
North Carolina
$3.81M +$19.8K +357 +0.6%
HKIMG
19
Hutchens & Kramer Investment Management Group
Indiana
$3.59M +$1.04M +18,712 +44%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.09M +$219K +3,957 +8%
Truist Financial
21
Truist Financial
North Carolina
$2.95M +$113K +2,040 +4%
ST
22
Sageworth Trust
Pennsylvania
$2.83M +$2.68M +48,250 New
RA
23
RFG Advisory
Alabama
$2.33M +$1.03M +18,634 +88%
KSWWM
24
Keyes Stange & Wooten Wealth Management
Florida
$2.29M +$1.96M +35,299 +939%
LNC
25
Lincoln National Corp
Pennsylvania
$2.2M +$2.08M +37,558 New