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Dimensional US Core Equity 1 ETF

86 hedge funds and large institutions have $404M invested in Dimensional US Core Equity 1 ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

563% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 8

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

66% more capital invested

Capital invested by funds: $244M → $404M (+$160M)

13% more funds holding

Funds holding: 7686 (+10)

4.14% more ownership

Funds ownership: 57.9%62.04% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.24%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
16
Increased
53
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1
Pure Financial Advisors
California
$94.1M +$77.6M +1,337,053 +549%
YAL
2
Your Advocates Ltd
Texas
$56.8M +$1.52M +26,199 +3%
GOCP
3
Great Oak Capital Partners
Massachusetts
$20M +$5.11M +88,003 +35%
MWA
4
Monograph Wealth Advisors
California
$19.8M +$1.32M +22,695 +7%
KSWWM
5
Keyes Stange & Wooten Wealth Management
Florida
$15.4M +$12.7M +219,352 +562%
CIAS
6
Capital Investment Advisory Services
North Carolina
$12.8M -$5.38M -92,601 -30%
RK
7
Rather & Kittrell
Tennessee
$11.7M +$5.27M +90,737 +85%
AC
8
Annandale Capital
Texas
$10.6M +$4.25M +73,288 +70%
BJL
9
Brighton Jones LLC
Washington
$9.81M +$3.25M +55,915 +51%
BCI
10
Brinker Capital Investments
Pennsylvania
$8.76M +$523K +9,017 +7%
OPS
11
Orion Portfolio Solutions
Nebraska
$8.76M +$523K +9,017 +7%
Betterment LLC
12
Betterment LLC
New York
$8.63M +$2.5M +43,024 +42%
AFG
13
Altiora Financial Group
Ohio
$8.44M +$8.23M +141,735 New
PCA
14
Prosperity Capital Advisors
Ohio
$7.5M +$6.48M +111,629 +776%
HR
15
Hardy Reed
Mississippi
$7.37M +$3.01M +51,766 +72%
SAM
16
Smartleaf Asset Management
Massachusetts
$6.52M +$501K +8,633 +9%
EWA
17
EverSource Wealth Advisors
Alabama
$6.41M +$696K +11,986 +13%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$5.95M
ST
19
Sageworth Trust
Pennsylvania
$5.88M +$2.94M +50,570 +105%
Osaic Holdings
20
Osaic Holdings
Arizona
$5.32M +$4.85M +83,523 +1,424%
Cerity Partners
21
Cerity Partners
New York
$5.24M +$5.11M +87,974 New
OIA
22
OneDigital Investment Advisors
Kansas
$5.13M +$3.55M +61,182 +245%
HKIMG
23
Hutchens & Kramer Investment Management Group
Indiana
$4.14M +$470K +8,096 +13%
CC
24
Copperleaf Capital
North Carolina
$3.76M -$99.2K -1,709 -3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.55M +$402K +6,928 +13%