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Dimensional Emerging Core Equity Market ETF

410 hedge funds and large institutions have $3.02B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 233 increasing their positions, 114 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.94%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
27
Increased
233
Reduced
114
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RGF
251
Retirement Guys Formula
Ohio
$1.04M -$4.25K -172 -0.4%
MSF
252
Mustard Seed Financial
Arkansas
$1.01M +$524K +21,199 +107%
CIAS
253
Capital Investment Advisory Services
North Carolina
$992K +$56.4K +2,283 +6%
WWP
254
Walden Wealth Partners
Ohio
$975K -$37.4K -1,505 -4%
FAIM
255
Financial Advocates Investment Management
Washington
$974K -$4.13M -167,029 -81%
CPWM
256
Cypress Point Wealth Management
Texas
$972K +$972K +39,305 New
MCM
257
Morton Capital Management
California
$958K -$115K -4,643 -11%
SWM
258
Soundmark Wealth Management
Washington
$952K -$21.7K -878 -2%
SFC
259
Sprinkle Financial Consultants
Colorado
$915K +$1.06K +43 +0.1%
LSA
260
L & S Advisors
California
$898K +$12.7K +514 +1%
SC
261
Shearwater Capital
Colorado
$893K -$37.1K -1,501 -4%
BA
262
Bridge Advisory
California
$860K +$371 +15 +0%
PCM
263
Presidio Capital Management
California
$839K +$4.7K +190 +0.6%
AQR Capital Management
264
AQR Capital Management
Connecticut
$805K +$151K +6,099 +23%
TWM
265
Tanager Wealth Management
United Kingdom
$792K +$87.3K +3,530 +12%
DP
266
DDD Partners
Washington
$786K +$58.7K +2,376 +8%
ATI
267
ARK & TLK Investments
Oklahoma
$786K -$27.3K -1,104 -3%
FFM
268
Flagstone Financial Management
Nebraska
$783K +$2.67K +108 +0.3%
CI
269
Cordant Inc
Oregon
$781K -$44.2K -1,786 -5%
ACA
270
American Capital Advisory
Idaho
$760K -$501K -21,772 -40%
BCI
271
Brinker Capital Investments
Pennsylvania
$759K +$23.1K +936 +3%
OPS
272
Orion Portfolio Solutions
Nebraska
$759K +$23.1K +936 +3%
Bank of New York Mellon
273
Bank of New York Mellon
New York
$748K -$49 -2 -0%
MA
274
Mutual Advisors
Nebraska
$721K -$7.53M -304,528 -91%
CWM
275
CarsonAllaria Wealth Management
Illinois
$705K +$25.8K +1,044 +4%