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Dimensional US Core Equity 1 ETF

129 hedge funds and large institutions have $918M invested in Dimensional US Core Equity 1 ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
129
Holders Change
+31
Holders Change %
+31.63%
% of All Funds
1.72%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.23%
New
36
Increased
71
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFA
1
Pure Financial Advisors
California
$136M 2,115,303 +127,199 +6%
GVAG
2
Great Valley Advisor Group
Delaware
$111M 1,724,121 +1,724,121 New
YAL
3
Your Advocates Ltd
Texas
$61.7M 961,121 -57 -0%
PCA
4
Prosperity Capital Advisors
Ohio
$48M 747,782 +287,980 +63%
EP
5
Essential Planning
New Hampshire
$46.7M 717,679 +708,308 +7,559%
MWA
6
Monograph Wealth Advisors
California
$29.6M 461,344 +1,265 +0.3%
GOCP
7
Great Oak Capital Partners
Massachusetts
$22.6M 354,413 -952 -0.3%
BJL
8
Brighton Jones LLC
Washington
$22.4M 349,827 +104,046 +42%
RK
9
Rather & Kittrell
Tennessee
$20.1M 313,955 +55,847 +22%
BWM
10
BCO Wealth Management
New Mexico
$19.7M 307,807 +307,807 New
KWM
11
KFG Wealth Management
Indiana
$18.6M 289,988 +82,373 +40%
KSWWM
12
Keyes Stange & Wooten Wealth Management
Florida
$17.9M 279,094 +9,677 +4%
GWM
13
Geneos Wealth Management
Colorado
$17.8M 277,102 +277,102 New
AC
14
Annandale Capital
Texas
$17.1M 266,289 +30,959 +13%
VPF
15
Vantage Point Financial
Illinois
$16.9M 263,351 +263,351 New
Betterment LLC
16
Betterment LLC
New York
$16.4M 256,060 +3,807 +2%
OIA
17
OneDigital Investment Advisors
Kansas
$16.2M 252,171 +82,568 +49%
IWC
18
Integrated Wealth Concepts
Massachusetts
$15.1M 235,895 +231,814 +5,680%
PAG
19
Private Advisor Group
New Jersey
$14M 218,359 +191,991 +728%
HKIMG
20
Hutchens & Kramer Investment Management Group
Indiana
$13M 202,595 +19,179 +10%
SF
21
SageOak Financial
Oklahoma
$13M 202,447 +202,447 New
ST
22
Sageworth Trust
Pennsylvania
$12.3M 191,721 +35,115 +22%
HR
23
Hardy Reed
Mississippi
$12M 186,739 +15,999 +9%
RWM
24
Riverchase Wealth Management
Texas
$11.3M 176,059 +176,059 New
OPS
25
Orion Portfolio Solutions
Nebraska
$11M 170,943 +20,686 +14%