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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 %
PCMC
76
Private Capital Management (Colorado)
Colorado
$9.15M +$848K +34,304 +10%
PWMG
77
Pioneer Wealth Management Group
Texas
$9.1M +$1.05M +42,656 +13%
SCM
78
SOL Capital Management
Maryland
$9.05M +$62.9K +2,543 +0.7%
WFAG
79
Wescott Financial Advisory Group
Pennsylvania
$8.7M +$1.49M +60,280 +21%
CWR
80
Chico Wealth RIA
California
$8.7M +$490K +19,813 +6%
TAM
81
TCP Asset Management
Ohio
$8.57M +$1.87M +75,604 +28%
ECM
82
Evergreen Capital Management
Washington
$8.48M -$6.18K -250 -0.1%
DAS
83
Dynamic Advisor Solutions
Arizona
$8.44M -$405K -16,366 -5%
CFO
84
Collective Family Office
Pennsylvania
$8.34M +$456K +18,442 +6%
EWA
85
Exencial Wealth Advisors
Oklahoma
$8.19M +$153K +6,197 +2%
BHWM
86
Beaird Harris Wealth Management
Texas
$8.18M +$21.1K +853 +0.3%
KSWWM
87
Keyes Stange & Wooten Wealth Management
Florida
$8.1M +$933K +37,754 +13%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$8.02M +$4.69M +189,894 +141%
DI
89
DDFG Inc
California
$8.01M -$2.08M -84,146 -21%
BA
90
Bridgewater Advisors
New York
$7.78M +$796K +32,208 +11%
IFA
91
Index Fund Advisors
California
$7.75M +$904K +36,575 +13%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$7.73M +$3.94M +159,372 +104%
PWM
93
PBMares Wealth Management
Virginia
$7.69M +$1.18M +47,742 +18%
SPA
94
Shore Point Advisors
New Jersey
$7.66M -$82K -3,319 -1%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$7.55M -$7.71M -311,715 -51%
SHFA
96
SC&H Financial Advisors
Maryland
$7.48M +$167K +6,745 +2%
VF
97
Vawter Financial
Ohio
$7.18M +$214K +8,648 +3%
FW
98
FirstPurpose Wealth
Utah
$7.11M +$347K +13,951 +5%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$7.1M +$698K +28,228 +11%
WDG
100
Wealth Dimensions Group
Ohio
$7.08M +$843K +34,088 +14%