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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 %
EF
301
Exeter Financial
Arizona
$438K +$113K +4,837 +35%
IA
302
IFG Advisors
Missouri
$428K -$26.8K -1,112 -6%
CTWM
303
Cherry Tree Wealth Management
Minnesota
$418K -$11.6K -482 -3%
Comerica Bank
304
Comerica Bank
Texas
$417K -$2.94K -122 -0.7%
PFA
305
Pettinga Financial Advisors
Indiana
$415K -$127K -5,274 -23%
PP
306
Prosperity Planning
Missouri
$412K -$8.82K -366 -2%
DFC
307
DBK Financial Counsel
Ohio
$407K +$407K +16,880 New
AHL
308
Abel Hall LLC
Louisiana
$406K +$406K +16,849 New
EIA
309
Eastover Investment Advisors
North Carolina
$404K +$404K +16,745 New
RWM
310
Ruedi Wealth Management
Illinois
$401K -$144K -5,981 -26%
SWM
311
Spire Wealth Management
Virginia
$399K +$13.4K +578 +3%
FWM
312
Fortress Wealth Management
California
$396K -$244K -10,106 -38%
EWA
313
EP Wealth Advisors
California
$394K +$233K +9,654 +144%
QHA
314
Quarry Hill Advisors
Minnesota
$390K
EC
315
Eaton-Cambridge
Arizona
$386K +$386K +16,001 New
SIC
316
SJS Investment Consulting
Ohio
$386K
GSEP
317
Golden State Equity Partners
California
$376K +$8.54K +354 +2%
EWA
318
Elevate Wealth Advisory
Georgia
$368K +$368K +15,274 New
VFA
319
Valeo Financial Advisors
Indiana
$362K
JCM
320
Jacobi Capital Management
Pennsylvania
$359K +$359K +14,876 New
HIGP
321
Hill Investment Group Partners
Missouri
$353K -$218K -9,044 -38%
DADC
322
D.A. Davidson & Co
Montana
$350K -$36.2K -1,500 -9%
CFB
323
Cullen/Frost Bankers
Texas
$346K +$346K +14,369 New
AA
324
Aire Advisors
California
$339K +$339K +14,075 New
PS
325
Principal Securities
Iowa
$335K +$335K +13,877 New