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Dimensional US Core Equity 1 ETF

98 hedge funds and large institutions have $548M invested in Dimensional US Core Equity 1 ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 12

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

36% more capital invested

Capital invested by funds: $404M → $548M (+$144M)

14% more funds holding

Funds holding: 8698 (+12)

0.77% less ownership

Funds ownership: 62.04%61.27% (-0.77%)

Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
1.41%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
18
Increased
61
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1
Pure Financial Advisors
California
$126M +$24.8M +407,585 +26%
YAL
2
Your Advocates Ltd
Texas
$60.9M +$437K +7,174 +0.8%
MWA
3
Monograph Wealth Advisors
California
$29.1M +$7.8M +127,975 +39%
PCA
4
Prosperity Capital Advisors
Ohio
$29.1M +$20.3M +333,797 +265%
GOCP
5
Great Oak Capital Partners
Massachusetts
$22.5M +$1.02M +16,676 +5%
KSWWM
6
Keyes Stange & Wooten Wealth Management
Florida
$17.1M +$670K +11,005 +4%
RK
7
Rather & Kittrell
Tennessee
$16.3M +$3.72M +61,097 +31%
Betterment LLC
8
Betterment LLC
New York
$16M +$6.53M +107,192 +74%
BJL
9
Brighton Jones LLC
Washington
$15.6M +$4.93M +80,944 +49%
AC
10
Annandale Capital
Texas
$14.9M +$3.51M +57,657 +32%
KWM
11
KFG Wealth Management
Indiana
$13.2M +$10.6M +174,808 +533%
HKIMG
12
Hutchens & Kramer Investment Management Group
Indiana
$11.5M +$6.94M +113,962 +164%
HR
13
Hardy Reed
Mississippi
$10.8M +$2.86M +46,912 +38%
OIA
14
OneDigital Investment Advisors
Kansas
$10.7M +$5.08M +83,453 +97%
ST
15
Sageworth Trust
Pennsylvania
$9.92M +$3.52M +57,786 +58%
AFG
16
Altiora Financial Group
Ohio
$9.92M +$905K +14,856 +10%
BCI
17
Brinker Capital Investments
Pennsylvania
$9.52M +$186K +3,053 +2%
OPS
18
Orion Portfolio Solutions
Nebraska
$9.52M +$186K +3,053 +2%
SAM
19
Smartleaf Asset Management
Massachusetts
$7.33M +$431K +7,081 +6%
EWA
20
EverSource Wealth Advisors
Alabama
$6.84M +$198K +3,255 +3%
CIAS
21
Capital Investment Advisory Services
North Carolina
$6.3M -$7.05M -115,692 -54%
Osaic Holdings
22
Osaic Holdings
Arizona
$5.93M +$254K +4,173 +5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4.51M +$698K +11,460 +19%
STCOSD
24
Sageworth Trust Company of South Dakota
South Dakota
$4.07M +$1.14M +18,733 +41%
CC
25
Copperleaf Capital
North Carolina
$4.01M +$9.87K +162 +0.3%