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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 %
DWM
326
Dopkins Wealth Management
New York
$329K +$329K +13,328 New
CP
327
Canopy Partners
Ohio
$326K +$326K +13,170 New
HIGP
328
Hill Investment Group Partners
Missouri
$323K -$38.9K -1,574 -11%
DADC
329
D.A. Davidson & Co
Montana
$319K -$40.7K -1,648 -11%
EWA
330
Elevate Wealth Advisory
Georgia
$305K -$72.2K -2,919 -19%
GVAG
331
Great Valley Advisor Group
Delaware
$304K
MCA
332
Maryland Capital Advisors
Maryland
$304K +$346 +14 +0.1%
APG
333
Abacus Planning Group
South Carolina
$294K +$294K +11,878 New
AWM
334
Apollon Wealth Management
South Carolina
$292K +$292K +11,824 New
RW
335
REDW Wealth
New Mexico
$285K
WFA
336
Websterrogers Financial Advisors
South Carolina
$282K +$25 +1 +0%
PPW
337
Parcion Private Wealth
Washington
$282K -$220K -8,908 -44%
Truist Financial
338
Truist Financial
North Carolina
$280K +$3.56K +144 +1%
WPC
339
Wedmont Private Capital
Pennsylvania
$279K
CL
340
COWA LLC
Oklahoma
$277K +$277K +11,213 New
LA
341
Lifeworks Advisors
Michigan
$263K +$263K +10,623 New
RJT
342
Raymond James Trust
Florida
$255K +$40.4K +1,634 +19%
PFA
343
Pinnacle Family Advisors
Missouri
$252K +$7.47K +302 +3%
Envestnet Portfolio Solutions
344
Envestnet Portfolio Solutions
Illinois
$248K -$12.9K -523 -5%
LEFP
345
Leading Edge Financial Planning
Tennessee
$246K -$64.3K -2,601 -21%
CMBA
346
C.M. Bidwell & Associates
Hawaii
$245K -$8.5K -344 -3%
TLA
347
Tanglewood Legacy Advisors
Texas
$244K
MC
348
Matisse Capital
Oregon
$244K +$2.99K +121 +1%
CG
349
Caprock Group
Idaho
$239K
BC
350
Burney Company
Virginia
$233K -$80.2K -3,244 -26%