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Dimensional Emerging Core Equity Market ETF

509 hedge funds and large institutions have $4.39B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 252 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+63
Holders Change %
+14.13%
% of All Funds
6.78%
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
94
Increased
252
Reduced
118
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFC
376
Morris Financial Concepts
South Carolina
$393K +$217K +8,536 +123%
IA
377
IFG Advisors
Missouri
$392K +$3.88K +153 +1%
Rockefeller Capital Management
378
Rockefeller Capital Management
New York
$392K +$392K +15,436 New
AA
379
Aire Advisors
California
$387K +$5K +197 +1%
PP
380
Prosperity Planning
Missouri
$379K -$20.5K -809 -5%
FH
381
Financial Harvest
Florida
$371K +$371K +14,624 New
TC
382
TownSquare Capital
Utah
$367K +$2.46K +97 +0.7%
SFP
383
SwitchPoint Financial Planning
Utah
$363K +$363K +14,290 New
LA
384
Lifeworks Advisors
Michigan
$353K +$9.72K +383 +3%
IWC
385
Infinity Wealth Counsel
Ohio
$353K +$353K +13,910 New
HIG
386
Heritage Investment Group
Florida
$351K +$351K +13,845 New
BRIA
387
Balanced Rock Investment Advisors
Massachusetts
$346K +$346K +13,640 New
AWA
388
Acorn Wealth Advisors
Michigan
$343K -$23.5K -925 -6%
DADC
389
D.A. Davidson & Co
Montana
$334K -$203K -8,015 -38%
CP
390
Canopy Partners
Ohio
$334K +$330 +13 +0.1%
MPI
391
Mairs & Power Inc
Minnesota
$318K +$318K +12,527 New
Envestnet Portfolio Solutions
392
Envestnet Portfolio Solutions
Illinois
$315K +$36.9K +1,454 +13%
EWA
393
Elevate Wealth Advisory
Georgia
$311K +$58.2K +2,293 +23%
GCM
394
G2 Capital Management
Ohio
$305K +$7.97K +314 +3%
APG
395
Abacus Planning Group
South Carolina
$304K +$786 +31 +0.3%
SWP
396
Stratos Wealth Partners
Ohio
$304K -$42.8K -1,687 -12%
HA
397
Helium Advisors
Washington
$302K +$302K +11,919 New
WKWM
398
Walter & Keenan Wealth Management
Indiana
$302K +$302K +11,886 New
MCA
399
Maryland Capital Advisors
Maryland
$301K -$482 -19 -0.2%
GVAG
400
Great Valley Advisor Group
Delaware
$300K +$4.87K +192 +2%