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Dimensional Emerging Core Equity Market ETF

411 hedge funds and large institutions have $2.78B invested in Dimensional Emerging Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 189 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+53
Holders Change %
+14.8%
% of All Funds
6.03%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
79
Increased
189
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
126
Austin Wealth Management
Texas
$4.63M +$1.26M +52,275 +37%
JTWM
127
Jackson Thornton Wealth Management
Alabama
$4.5M +$203K +8,432 +5%
KA
128
Kure Advisory
Minnesota
$4.48M +$133K +5,519 +3%
OMC
129
Old Mission Capital
Illinois
$4.45M -$6.8M -281,934 -60%
OA
130
Oceanside Advisors
South Carolina
$4.42M +$4.42M +183,234 New
RVPG
131
Relative Value Partners Group
$4.41M +$3.37M +139,787 +325%
Stifel Financial
132
Stifel Financial
Missouri
$4.37M +$594K +24,633 +16%
WCWM
133
Willow Creek Wealth Management
California
$4.36M -$120K -4,973 -3%
SWA
134
Sax Wealth Advisors
New Jersey
$4.26M -$152K -6,291 -3%
LFA
135
Landmark Financial Advisors
Kentucky
$4.25M +$1.24M +51,403 +41%
ST
136
Sageworth Trust
Pennsylvania
$4.21M -$70.1K -2,906 -2%
MRWM
137
ML&R Wealth Management
Texas
$4.19M +$865K +35,879 +26%
QFA
138
Quantum Financial Advisors
California
$4.15M -$169K -7,022 -4%
OIA
139
OneDigital Investment Advisors
Kansas
$4.14M +$4.14M +171,736 New
Cerity Partners
140
Cerity Partners
New York
$4.08M +$1.68M +69,538 +70%
AWM
141
AE Wealth Management
Kansas
$3.94M +$615K +26,208 +18%
AC
142
Apella Capital
Connecticut
$3.79M +$1.24M +52,587 +49%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$3.7M -$1.1M -45,442 -23%
RRCM
144
Rappaport Reiches Capital Management
Illinois
$3.68M +$472K +19,593 +15%
CPW
145
Catalyst Private Wealth
California
$3.63M -$753K -31,228 -17%
IWS
146
Integrity Wealth Solutions
Colorado
$3.62M +$3.62M +149,952 New
LFA
147
Level Financial Advisors
New York
$3.61M +$114K +4,720 +3%
SMA
148
Seven Mile Advisory
New Jersey
$3.43M +$136K +5,635 +4%
KAM
149
KEB Asset Management
Illinois
$3.39M -$151K -6,250 -4%
TIM
150
Tortoise Investment Management
New York
$3.34M -$95.5K -3,962 -3%