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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.

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 Market Value Shares Shares
Change
Shares
Change %
Retirement Systems of Alabama
1
Retirement Systems of Alabama
Alabama
$305M 12,668,769
Fidelity Investments
2
Fidelity Investments
Massachusetts
$143M 5,939,941 +317,509 +6%
UBS Group
3
UBS Group
Switzerland
$120M 4,966,645 +541,148 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$104M 4,333,055 -48,950 -1%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$90.4M 3,747,457 -115,759 -3%
Bank of America
6
Bank of America
North Carolina
$82.3M 3,412,268 +317,127 +10%
Mariner
7
Mariner
Kansas
$69.1M 2,864,880 -148,505 -5%
CHP
8
Cable Hill Partners
Oregon
$60.7M 2,587,914 +149,949 +6%
PO
9
Private Ocean
California
$43.6M 1,807,336 +688,580 +62%
Corient Private Wealth
10
Corient Private Wealth
Florida
$43.2M 1,793,337 +77,167 +4%
Creative Planning
11
Creative Planning
Kansas
$42.4M 1,759,830 -54,915 -3%
CCA
12
Catalyst Capital Advisors
New York
$38.4M 1,594,086 +156,199 +11%
MRC
13
Millburn Ridgefield Corp
New York
$38.4M 1,594,086 +156,199 +11%
MWM
14
Mission Wealth Management
California
$33.4M 1,386,556 +179,153 +15%
TLFA
15
True Link Financial Advisors
California
$33.2M 1,376,803 +1,376,803 New
FWP
16
Falcon Wealth Planning
California
$32.7M 1,354,629 +158,155 +13%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$30.8M 1,276,043 -2,166 -0.2%
IWC
18
Integrated Wealth Concepts
Massachusetts
$26.7M 1,106,931 -29,427 -3%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$25.2M 1,041,254 +277,498 +36%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$24.2M 1,001,904 +6,915 +0.7%
AWA
21
Aquire Wealth Advisors
Utah
$23.3M 966,336 +55,470 +6%
BSW
22
Buckingham Strategic Wealth
Missouri
$23M 953,274 +50,448 +6%
RW
23
RVW Wealth
California
$21.8M 905,216 +48,654 +6%
WFA
24
West Financial Advisors
Iowa
$20.8M 861,000 +6,595 +0.8%
FPIS
25
Financial Planning & Information Services
Wisconsin
$19.9M 824,899 +95,469 +13%