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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 %
GCM
351
G2 Capital Management
Ohio
$229K +$16.4K +663 +8%
GA
352
Greenspring Advisors
Maryland
$214K
SWP
353
Stratos Wealth Partners
Ohio
$213K
PTC
354
Private Trust Company
Ohio
$213K +$99 +4 +0%
PCM
355
Passive Capital Management
Maryland
$204K +$204K +8,235 New
TFA
356
Trinity Financial Advisors
Ohio
$203K +$203K +8,225 New
LWM
357
Lakeridge Wealth Management
Ohio
$203K -$23.1K -935 -10%
Morgan Stanley
358
Morgan Stanley
New York
$199K -$318K -12,883 -62%
CA
359
Clearstead Advisors
Ohio
$166K +$8.06K +314 +5%
BCM
360
Blume Capital Management
California
$143K +$53.6K +2,170 +60%
MFC
361
Morris Financial Concepts
South Carolina
$143K +$20.9K +847 +17%
NA
362
NewEdge Advisors
Louisiana
$141K +$67K +2,710 +91%
RLIM
363
Red Lighthouse Investment Management
New York
$138K
BSWA
364
Bromfield Sneider Wealth Advisors
Massachusetts
$128K +$124 +5 +0.1%
US Bancorp
365
US Bancorp
Minnesota
$113K -$189K -7,632 -63%
SWM
366
Sanctuary Wealth Management
Idaho
$109K -$39.4K -1,595 -27%
FSWA
367
Financial Synergies Wealth Advisors
Texas
$93K +$91.2K +3,688 +4,984%
FGAM
368
Financial Gravity Asset Management
Texas
$90.3K -$2.78M -114,198 -97%
NSIM
369
North Star Investment Management
Illinois
$86.6K +$86.6K +3,504 New
BFEC
370
Benjamin F. Edwards & Company
Missouri
$58K -$5.59K -226 -9%
SAM
371
Smartleaf Asset Management
Massachusetts
$56.4K -$6.06K -246 -10%
DJSG
372
D.J. St. Germain
Massachusetts
$55.2K
APC
373
Aspire Private Capital
North Carolina
$47.9K +$396 +16 +0.8%
OSAM
374
O'Shaughnessy Asset Management
Connecticut
$43.1K +$43.1K +1,742 New
GRP
375
Global Retirement Partners
California
$38.1K