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Dimensional Emerging Core Equity Market ETF

411 hedge funds and large institutions have $2.78B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 189 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+53
Holders Change %
+14.8%
% of All Funds
6.03%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
79
Increased
189
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
226
Birchcreek Wealth Management
Ohio
$1.28M +$119K +4,946 +10%
SSC
227
Syverson Strege & Co
Iowa
$1.27M +$20.9K +867 +2%
CFS
228
Cannon Financial Strategists
Georgia
$1.27M -$16.9K -699 -1%
CWM
229
Cahill Wealth Management
Michigan
$1.25M -$38.2K -1,586 -3%
KAS
230
Kestra Advisory Services
Texas
$1.25M +$140K +5,808 +13%
QCIG
231
Quad-Cities Investment Group
Iowa
$1.25M -$18.1K -762 -1%
PWM
232
Penobscot Wealth Management
Maine
$1.24M +$139K +5,782 +13%
MA
233
MBA Advisors
Pennsylvania
$1.24M +$899K +37,298 +268%
FGAM
234
Financial Gravity Asset Management
Texas
$1.23M +$24.8K +2,371 +2%
CCA
235
Clarity Capital Advisors
Florida
$1.22M +$1.22M +50,621 New
PFG
236
Pinnacle Financial Group
Illinois
$1.19M -$69.9K -2,900 -6%
PWIA
237
Porter White Investment Advisors
Alabama
$1.19M +$105K +4,359 +10%
BHWM
238
Bay Harbor Wealth Management
Maryland
$1.18M +$330K +13,681 +39%
BTI
239
Blue Trust Inc
Georgia
$1.16M +$331K +14,646 +40%
WP
240
WealthSource Partners
California
$1.16M -$83.4K -3,460 -7%
IAG
241
Investmark Advisory Group
Connecticut
$1.14M +$142K +5,898 +14%
CW
242
CreativeOne Wealth
Kansas
$1.13M +$528K +21,896 +88%
VWWMG
243
Vermillion & White Wealth Management Group
Pennsylvania
$1.13M +$1.13M +46,679 New
Cambridge Investment Research Advisors
244
Cambridge Investment Research Advisors
Iowa
$1.1M -$19.2K -798 -2%
FM
245
Foster & Motley
Ohio
$1.1M -$11.9K -495 -1%
WRPWM
246
Werba Rubin Papier Wealth Management
California
$1.06M -$20.3K -841 -2%
MCM
247
Morton Capital Management
California
$1.05M -$155K -6,410 -13%
RGF
248
Retirement Guys Formula
Ohio
$1.01M +$262K +10,860 +35%
WWP
249
Walden Wealth Partners
Ohio
$983K +$983K +40,757 New
ARIS
250
Advanced Research Investment Solutions
California
$977K -$257K -10,655 -21%