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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.

New
Increased
Maintained
Reduced
Closed

620% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 5

373% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 15

67% more capital invested

Capital invested by funds: $548M → $918M (+$370M)

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

32% more funds holding

Funds holding: 98129 (+31)

14.37% more ownership

Funds ownership: 61.27%75.65% (+14%)

Holders
129
Holders Change
+31
Holders Change %
+31.63%
% of All Funds
1.7%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.22%
New
36
Increased
71
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1
Pure Financial Advisors
California
$136M +$8.28M +127,199 +6%
GVAG
2
Great Valley Advisor Group
Delaware
$111M +$112M +1,724,121 New
YAL
3
Your Advocates Ltd
Texas
$61.7M -$3.71K -57 -0%
PCA
4
Prosperity Capital Advisors
Ohio
$48M +$18.7M +287,980 +63%
EP
5
Essential Planning
New Hampshire
$46.7M +$46.1M +708,308 +7,559%
MWA
6
Monograph Wealth Advisors
California
$29.6M +$82.3K +1,265 +0.3%
GOCP
7
Great Oak Capital Partners
Massachusetts
$22.6M -$62K -952 -0.3%
BJL
8
Brighton Jones LLC
Washington
$22.4M +$6.77M +104,046 +42%
RK
9
Rather & Kittrell
Tennessee
$20.1M +$3.64M +55,847 +22%
BWM
10
BCO Wealth Management
New Mexico
$19.7M +$20M +307,807 New
KWM
11
KFG Wealth Management
Indiana
$18.6M +$5.36M +82,373 +40%
KSWWM
12
Keyes Stange & Wooten Wealth Management
Florida
$17.9M +$630K +9,677 +4%
GWM
13
Geneos Wealth Management
Colorado
$17.8M +$18M +277,102 New
AC
14
Annandale Capital
Texas
$17.1M +$2.02M +30,959 +13%
VPF
15
Vantage Point Financial
Illinois
$16.9M +$17.1M +263,351 New
Betterment LLC
16
Betterment LLC
New York
$16.4M +$248K +3,807 +2%
OIA
17
OneDigital Investment Advisors
Kansas
$16.2M +$5.37M +82,568 +49%
IWC
18
Integrated Wealth Concepts
Massachusetts
$15.1M +$15.1M +231,814 +5,680%
PAG
19
Private Advisor Group
New Jersey
$14M +$12.5M +191,991 +728%
HKIMG
20
Hutchens & Kramer Investment Management Group
Indiana
$13M +$1.25M +19,179 +10%
SF
21
SageOak Financial
Oklahoma
$13M +$13.2M +202,447 New
ST
22
Sageworth Trust
Pennsylvania
$12.3M +$2.29M +35,115 +22%
HR
23
Hardy Reed
Mississippi
$12M +$1.04M +15,999 +9%
RWM
24
Riverchase Wealth Management
Texas
$11.3M +$11.5M +176,059 New
BCI
25
Brinker Capital Investments
Pennsylvania
$11M +$1.35M +20,686 +14%