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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 %
LW
201
Linscomb Wealth
Texas
$1.66M +$1.66M +67,319 New
YWM
202
Yoder Wealth Management
California
$1.66M +$138K +5,572 +9%
CSB
203
City State Bank
Iowa
$1.63M +$143K +5,775 +10%
ACP
204
Aviance Capital Partners
Florida
$1.6M +$279K +11,276 +21%
BTI
205
Blue Trust Inc
Georgia
$1.6M +$328K +13,288 +26%
GCA
206
Gradient Capital Advisors
California
$1.59M -$18.1K -733 -1%
BCG
207
Breakwater Capital Group
New Jersey
$1.59M -$7.14K -289 -0.4%
PGFC
208
Peapack-Gladstone Financial Corp
New Jersey
$1.57M
BWG
209
Beta Wealth Group
California
$1.56M +$65.9K +2,664 +4%
Pathstone Holdings
210
Pathstone Holdings
New Jersey
$1.56M -$623K -25,185 -29%
AIS
211
American Investment Services
Massachusetts
$1.55M -$617K -24,943 -29%
PFG
212
Pinnacle Financial Group
Illinois
$1.55M +$328K +13,274 +27%
OIS
213
Okabena Investment Services
Minnesota
$1.54M -$1.05M -42,557 -41%
PWIA
214
Porter White Investment Advisors
Alabama
$1.5M +$284K +11,479 +23%
HFS
215
Heritage Financial Services
Massachusetts
$1.5M +$168K +6,800 +13%
LSIA
216
LaSalle St. Investment Advisors
Illinois
$1.5M +$176K +7,145 +13%
KF
217
Krilogy Financial
Missouri
$1.49M
WANY
218
Wealthspire Advisors (New York)
New York
$1.48M +$61.5K +2,488 +4%
WA
219
Waddell & Associates
Tennessee
$1.46M -$754K -30,483 -34%
SFA
220
Sequoia Financial Advisors
Ohio
$1.44M -$505K -20,415 -26%
HCM
221
Hutchinson Capital Management
California
$1.44M +$85.4K +3,456 +6%
CPIG
222
Chicago Partners Investment Group
Illinois
$1.43M -$301K -12,309 -17%
EAM
223
Evanson Asset Management
California
$1.42M -$69.9K -2,828 -5%
PP
224
PrairieView Partners
Minnesota
$1.42M -$321 -13 -0%
BHWM
225
Bay Harbor Wealth Management
Maryland
$1.4M +$194K +7,862 +16%