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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.

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.25%
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 Market Value Shares Shares
Change
Shares
Change %
PFA
1
Pure Financial Advisors
California
$94.1M 1,580,519 +1,337,053 +549%
YAL
2
Your Advocates Ltd
Texas
$56.8M 954,004 +26,199 +3%
GOCP
3
Great Oak Capital Partners
Massachusetts
$20M 338,689 +88,003 +35%
MWA
4
Monograph Wealth Advisors
California
$19.8M 332,104 +22,695 +7%
KSWWM
5
Keyes Stange & Wooten Wealth Management
Florida
$15.4M 258,412 +219,352 +562%
CIAS
6
Capital Investment Advisory Services
North Carolina
$12.8M 215,078 -92,601 -30%
RK
7
Rather & Kittrell
Tennessee
$11.7M 197,011 +90,737 +85%
AC
8
Annandale Capital
Texas
$10.6M 177,673 +73,288 +70%
BJL
9
Brighton Jones LLC
Washington
$9.81M 164,837 +55,915 +51%
BCI
10
Brinker Capital Investments
Pennsylvania
$8.76M 147,204 +9,017 +7%
OPS
11
Orion Portfolio Solutions
Nebraska
$8.76M 147,204 +9,017 +7%
Betterment LLC
12
Betterment LLC
New York
$8.63M 145,061 +43,024 +42%
AFG
13
Altiora Financial Group
Ohio
$8.44M 141,735 +141,735 New
PCA
14
Prosperity Capital Advisors
Ohio
$7.5M 126,005 +111,629 +776%
HR
15
Hardy Reed
Mississippi
$7.37M 123,828 +51,766 +72%
SAM
16
Smartleaf Asset Management
Massachusetts
$6.52M 109,181 +8,633 +9%
EWA
17
EverSource Wealth Advisors
Alabama
$6.41M 104,655 +11,986 +13%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$5.95M 100,000
ST
19
Sageworth Trust
Pennsylvania
$5.88M 98,820 +50,570 +105%
Osaic Holdings
20
Osaic Holdings
Arizona
$5.32M 89,389 +83,523 +1,424%
Cerity Partners
21
Cerity Partners
New York
$5.24M 87,974 +87,974 New
OIA
22
OneDigital Investment Advisors
Kansas
$5.13M 86,150 +61,182 +245%
HKIMG
23
Hutchens & Kramer Investment Management Group
Indiana
$4.14M 69,454 +8,096 +13%
CC
24
Copperleaf Capital
North Carolina
$3.76M 63,189 -1,709 -3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.55M 59,680 +6,928 +13%