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Dimensional US Core Equity Market ETF

372 hedge funds and large institutions have $2.9B invested in Dimensional US Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 170 increasing their positions, 98 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

580% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 10

73% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 98

20% more funds holding in top 10

Funds holding in top 10: 6173 (+12)

16% more funds holding

Funds holding: 320372 (+52)

16% more capital invested

Capital invested by funds: $2.5B → $2.9B (+$400M)

0% more call options, than puts

Call options by funds: $5K | Put options by funds: $5K

1.49% less ownership

Funds ownership: 64.36%62.87% (-1.5%)

Holders
372
Holders Change
+52
Holders Change %
+16.25%
% of All Funds
5.42%
Holding in Top 10
73
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.67%
% of All Funds
1.06%
New
68
Increased
170
Reduced
98
Closed
10
Calls
$5K
Puts
$5K
Net Calls
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Change in
Stake
IFPG
226
Intrepid Financial Planning Group
Indiana
$1M -$13.5K -436 -1%
LW
227
Lauer Wealth
Indiana
$987K +$180K +5,792 +25%
RIM
228
Rockbridge Investment Management
New York
$963K -$37.4K -1,206 -4%
SWM
229
Sanctuary Wealth Management
Idaho
$939K -$18.2K -587 -2%
FNBSF
230
First National Bank Sioux Falls
South Dakota
$903K
CPA
231
Cardiff Park Advisors
California
$883K +$62 +2 +0%
Two Sigma Investments
232
Two Sigma Investments
New York
$871K +$813K +26,200 New
HHWM
233
Hiley Hunt Wealth Management
Nebraska
$855K +$798K +25,721 New
Janney Montgomery Scott
234
Janney Montgomery Scott
Pennsylvania
$850K +$794K +25,566 New
YWM
235
Yoder Wealth Management
California
$828K -$10.9K -352 -1%
DAS
236
Dynamic Advisor Solutions
Arizona
$826K +$286K +9,215 +57%
GAM
237
Gould Asset Management
California
$808K +$94.2K +3,035 +14%
RFP
238
Root Financial Partners
California
$797K -$61.8K -1,992 -8%
UBS Group
239
UBS Group
Switzerland
$778K -$2.02M -65,113 -74%
KPWS
240
Kestra Private Wealth Services
Texas
$760K -$180K -5,790 -20%
CWM
241
Congress Wealth Management
Massachusetts
$754K +$304K +9,807 +76%
BSWA
242
Bromfield Sneider Wealth Advisors
Massachusetts
$747K +$30.6K +987 +5%
MSFS
243
Main Street Financial Solutions
Pennsylvania
$736K +$34.9K +1,125 +5%
FCI
244
Financial Counselors Inc
Kansas
$724K +$676K +21,761 New
SCM
245
SOL Capital Management
Maryland
$723K +$267K +8,600 +65%
CIAS
246
CFS Investment Advisory Services
New Jersey
$712K
BFA
247
Beacon Financial Advisory
Ohio
$710K -$58.2K -1,875 -8%
PFA
248
Pure Financial Advisors
California
$698K +$652K +21,002 New
MG
249
Mather Group
Illinois
$677K +$66.3K +2,136 +12%
WIM
250
Warwick Investment Management
Texas
$650K +$124 +4 +0%