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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 %
TIM
126
Tortoise Investment Management
New York
$6.36M +$970K +38,234 +18%
MCM
127
MAI Capital Management
Ohio
$6.31M +$519K +20,466 +9%
ACS
128
Archford Capital Strategies
Illinois
$6.26M +$1.44M +56,762 +30%
CPW
129
Catalyst Private Wealth
California
$6.18M +$263K +10,353 +4%
CSWM
130
Cassady Schiller Wealth Management
Ohio
$6.18M +$1.5M +59,131 +32%
TI
131
tru Independence
Oregon
$6.15M +$246K +9,715 +4%
FPCG
132
Forum Private Client Group
Indiana
$6.12M +$116K +4,578 +2%
FA
133
Financial Alternatives
California
$6.06M +$134K +5,275 +2%
JTWM
134
Jackson Thornton Wealth Management
Alabama
$5.99M +$671K +26,443 +13%
SPA
135
Shore Point Advisors
New Jersey
$5.81M -$2.08M -82,133 -26%
LFGO
136
Legacy Financial Group (Oklahoma)
Oklahoma
$5.8M -$7.71K -304 -0.1%
MGWA
137
Monument Group Wealth Advisors
Massachusetts
$5.71M -$1.12M -44,102 -16%
FWS
138
FinDec Wealth Services
California
$5.68M -$546K -21,508 -9%
LFG
139
Larson Financial Group
Missouri
$5.66M -$613K -24,182 -10%
DF
140
DecisionPoint Financial
Arizona
$5.51M +$271K +10,692 +5%
RRCM
141
Rappaport Reiches Capital Management
Illinois
$5.4M +$318K +12,532 +6%
SWA
142
Sterling Wealth Advisors
Florida
$5.33M +$5.33M +210,010 New
OA
143
Oceanside Advisors
South Carolina
$5.31M +$206K +8,104 +4%
PA
144
Pinnacle Associates
New York
$5.28M -$186K -7,330 -3%
PWMAG
145
Pinnacle Wealth Management Advisory Group
New Jersey
$5.28M +$40.7K +1,603 +0.8%
Osaic Holdings
146
Osaic Holdings
Arizona
$5.24M +$164K +6,448 +3%
AA
147
Advisory Alpha
Michigan
$5.22M +$156K +6,142 +3%
EBT
148
Enterprise Bank & Trust
Massachusetts
$5.09M +$5.09M +200,637 New
GCM
149
Graver Capital Management
Ohio
$5.06M +$5.06M +199,342 New
TFA
150
Trinity Financial Advisors
Ohio
$5.03M +$2.38M +93,884 +90%