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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 %
SWM
251
Soundmark Wealth Management
Washington
$950K +$180K +7,461 +23%
CIAS
252
Capital Investment Advisory Services
North Carolina
$912K +$90.8K +3,764 +11%
SC
253
Shearwater Capital
Colorado
$907K -$223K -9,239 -20%
SCM
254
Sollinda Capital Management
Florida
$905K +$905K +37,526 New
SFC
255
Sprinkle Financial Consultants
Colorado
$891K +$891K +36,972 New
LSA
256
L & S Advisors
California
$864K -$41.4K -1,719 -5%
PL
257
Plancorp LLC
Missouri
$854K +$854K +35,423 New
1WA
258
180 Wealth Advisors
Washington
$854K +$95.7K +4,019 +13%
BA
259
Bridge Advisory
California
$839K +$145 +6 +0%
PCM
260
Presidio Capital Management
California
$814K +$90.6K +3,756 +13%
CI
261
Cordant Inc
Oregon
$805K -$182K -7,555 -18%
HFA
262
Highland Financial Advisors
New Jersey
$795K -$26.3K -1,092 -3%
ATI
263
ARK & TLK Investments
Oklahoma
$793K +$793K +32,902 New
FFM
264
Flagstone Financial Management
Nebraska
$761K -$41K -1,700 -5%
NWM
265
Northwest Wealth Management
Iowa
$759K +$759K +31,493 New
AWM
266
Axxcess Wealth Management
California
$731K +$88.5K +3,672 +14%
Bank of New York Mellon
267
Bank of New York Mellon
New York
$729K
DP
268
DDD Partners
Washington
$710K +$42.9K +1,778 +6%
OPS
269
Orion Portfolio Solutions
Nebraska
$708K +$54.1K +2,276 +8%
BCI
270
Brinker Capital Investments
Pennsylvania
$708K +$54.1K +2,276 +8%
WP
271
WMS Partners
Maryland
$690K +$179K +7,417 +35%
TWM
272
Tanager Wealth Management
United Kingdom
$688K +$688K +28,527 New
LG
273
LAM Group
Oregon
$677K +$8.44K +350 +1%
CWM
274
CarsonAllaria Wealth Management
Illinois
$662K +$33.6K +1,395 +5%
DWM
275
Drive Wealth Management
Utah
$660K -$205K -8,513 -24%