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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 %
NDSI
101
Newman Dignan & Sheerar Inc
Rhode Island
$7.07M +$1.09M +43,900 +18%
TCM
102
Towneley Capital Management
California
$7.04M +$42.1K +1,705 +0.6%
LFG
103
Larson Financial Group
Missouri
$6.99M -$585K -23,655 -8%
PGF
104
Plan Group Financial
Oklahoma
$6.95M +$926K +37,463 +15%
PCM
105
Perritt Capital Management
Illinois
$6.79M -$7.07K -286 -0.1%
Betterment LLC
106
Betterment LLC
New York
$6.64M -$619K -25,050 -9%
LPL Financial
107
LPL Financial
California
$6.43M -$626K -25,337 -9%
AA
108
Advisory Alpha
Michigan
$6.21M +$310K +12,540 +5%
Cerity Partners
109
Cerity Partners
New York
$6.18M +$2M +80,958 +48%
LFGO
110
Legacy Financial Group (Oklahoma)
Oklahoma
$6.03M -$133K -5,386 -2%
ACA
111
Aptus Capital Advisors
Alabama
$5.99M +$554K +22,431 +10%
AWM
112
Austin Wealth Management
Texas
$5.89M +$889K +34,192 +18%
GC
113
Grimes & Company
Massachusetts
$5.86M +$5.86M +237,185 New
FWS
114
FinDec Wealth Services
California
$5.78M +$23K +931 +0.4%
UB
115
UMB Bank
Missouri
$5.77M
MGWA
116
Monument Group Wealth Advisors
Massachusetts
$5.74M +$706K +28,563 +14%
FA
117
Financial Alternatives
California
$5.72M +$249K +10,087 +5%
FPCG
118
Forum Private Client Group
Indiana
$5.67M +$399K +16,139 +8%
PAG
119
Private Advisor Group
New Jersey
$5.66M +$220K +8,910 +4%
MCM
120
MAI Capital Management
Ohio
$5.59M +$625K +25,274 +13%
OCM
121
One Capital Management
California
$5.57M +$105K +4,238 +2%
SWM
122
Sterling Wealth Management
Illinois
$5.4M +$623K +25,218 +13%
PA
123
Pinnacle Associates
New York
$5.29M -$34.5K -1,395 -0.6%
PWMAG
124
Pinnacle Wealth Management Advisory Group
New Jersey
$5.29M -$34.5K -1,395 -0.6%
JTWM
125
Jackson Thornton Wealth Management
Alabama
$5.21M +$594K +24,018 +13%