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Dimensional Emerging Core Equity Market ETF

431 hedge funds and large institutions have $3.39B invested in Dimensional Emerging Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 230 increasing their positions, 125 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
6.27%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.79%
New
41
Increased
230
Reduced
125
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
201
CGN Advisors
Kansas
$1.79M -$29.4K -1,138 -2%
AF
202
Allworth Financial
California
$1.77M -$133K -5,122 -7%
YWM
203
Yoder Wealth Management
California
$1.76M +$24.6K +950 +1%
PGFC
204
Peapack-Gladstone Financial Corp
New Jersey
$1.75M +$99.3K +3,839 +6%
GCA
205
Gradient Capital Advisors
California
$1.69M +$19.2K +744 +1%
BWG
206
Beta Wealth Group
California
$1.68M +$48.9K +1,892 +3%
MA
207
MBA Advisors
Pennsylvania
$1.68M +$229K +8,844 +16%
ZF
208
Zhang Financial
Michigan
$1.67M -$165K -6,397 -9%
AIS
209
American Investment Services
Massachusetts
$1.66M +$38.9K +1,502 +2%
HFS
210
Heritage Financial Services
Massachusetts
$1.65M +$81.6K +3,155 +5%
HCM
211
Hutchinson Capital Management
California
$1.65M +$143K +5,541 +10%
HWM
212
HFG Wealth Management
Texas
$1.65M -$1.41M -54,648 -46%
PL
213
Plancorp LLC
Missouri
$1.64M +$273K +10,554 +20%
LW
214
Lauer Wealth
Indiana
$1.63M -$172K -6,393 -10%
CPA
215
Cardiff Park Advisors
California
$1.62M -$418K -16,153 -20%
JPMorgan Chase & Co
216
JPMorgan Chase & Co
New York
$1.62M -$11.3M -438,461 -87%
BTI
217
Blue Trust Inc
Georgia
$1.6M
MWM
218
Meritas Wealth Management
California
$1.58M -$166K -6,411 -9%
PWIA
219
Porter White Investment Advisors
Alabama
$1.57M +$78 +3 +0%
KF
220
Krilogy Financial
Missouri
$1.57M +$10.4K +403 +0.7%
WANY
221
Wealthspire Advisors (New York)
New York
$1.56M +$8.15K +315 +0.5%
PFG
222
Pinnacle Financial Group
Illinois
$1.55M -$68.3K -2,642 -4%
SCM
223
Saxony Capital Management
Missouri
$1.54M -$921K -35,605 -37%
Pathstone Holdings
224
Pathstone Holdings
New Jersey
$1.52M -$114K -4,413 -7%
WA
225
Waddell & Associates
Tennessee
$1.52M -$10.6K -410 -0.7%