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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 %
CPIG
201
Chicago Partners Investment Group
Illinois
$1.65M -$700K -29,983 -30%
GAM
202
GEM Asset Management
Michigan
$1.65M +$213K +8,831 +15%
MWM
203
Meritas Wealth Management
California
$1.63M
CPA
204
Cardiff Park Advisors
California
$1.58M +$80.3K +3,329 +5%
GCA
205
Gradient Capital Advisors
California
$1.57M +$19.9K +824 +1%
PGFC
206
Peapack-Gladstone Financial Corp
New Jersey
$1.53M -$54.3K -2,250 -3%
MWA
207
Mills Wealth Advisors
Texas
$1.51M -$386 -16 -0%
LW
208
Lauer Wealth
Indiana
$1.5M +$111K +4,818 +8%
BCG
209
Breakwater Capital Group
New Jersey
$1.48M -$159K -6,927 -10%
YWM
210
Yoder Wealth Management
California
$1.48M +$746K +30,923 +101%
CA
211
Claris Advisors
Missouri
$1.48M +$152K +6,304 +11%
FCAS
212
First Command Advisory Services
Texas
$1.47M -$1.21M -50,310 -45%
BWG
213
Beta Wealth Group
California
$1.46M +$42.9K +1,778 +3%
KF
214
Krilogy Financial
Missouri
$1.45M +$507K +21,025 +54%
EAM
215
Evanson Asset Management
California
$1.45M -$1.5K -62 -0.1%
CSB
216
City State Bank
Iowa
$1.45M +$142K +5,869 +11%
TWP
217
Tempus Wealth Planning
California
$1.43M +$1.43M +59,293 New
EH
218
Equitable Holdings
New York
$1.42M +$217K +9,004 +18%
WANY
219
Wealthspire Advisors (New York)
New York
$1.39M +$1.39M +57,560 New
PP
220
PrairieView Partners
Minnesota
$1.38M +$288K +11,965 +26%
ACA
221
American Capital Advisory
Idaho
$1.32M +$1.32M +54,798 New
HCM
222
Hutchinson Capital Management
California
$1.32M +$40.8K +1,694 +3%
SSWG
223
Seven Springs Wealth Group
Tennessee
$1.31M -$101K -4,192 -7%
HFS
224
Heritage Financial Services
Massachusetts
$1.3M +$739K +30,653 +132%
ACP
225
Aviance Capital Partners
Florida
$1.29M +$35.5K +1,471 +3%