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Dimensional US Core Equity Market ETF

377 hedge funds and large institutions have $3.31B invested in Dimensional US Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 116 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 116

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $2.9B → $3.31B (+$402M)

5% more funds holding in top 10

Funds holding in top 10: 7377 (+4)

1% more funds holding

Funds holding: 372377 (+5)

1.47% less ownership

Funds ownership: 62.87%61.4% (-1.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
377
Holders Change
+5
Holders Change %
+1.34%
% of All Funds
5.43%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.11%
New
34
Increased
184
Reduced
116
Closed
24
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
IFPG
226
Intrepid Financial Planning Group
Indiana
$1.08M -$15.3K -441 -1%
FTUS
227
Flow Traders U.S.
New York
$1.08M +$1.02M +29,539 New
PCM
228
Parsons Capital Management
Rhode Island
$1.08M -$187K -5,410 -16%
RIM
229
Rockbridge Investment Management
New York
$1.08M +$17.5K +505 +2%
EAM
230
Evanson Asset Management
California
$1.08M -$32.5K -939 -3%
SWM
231
Sanctuary Wealth Management
Idaho
$1.01M -$19K -549 -2%
CFB
232
Cullen/Frost Bankers
Texas
$975K -$457K -13,210 -33%
CPA
233
Cardiff Park Advisors
California
$970K +$35 +1 +0%
EWP
234
Elevation Wealth Partners
California
$960K +$910K +26,284 New
Morgan Stanley
235
Morgan Stanley
New York
$939K -$894K -25,818 -50%
CWM
236
Congress Wealth Management
Massachusetts
$934K +$99.9K +2,884 +13%
YWM
237
Yoder Wealth Management
California
$912K +$1.77K +51 +0.2%
RFP
238
Root Financial Partners
California
$875K
MSFS
239
Main Street Financial Solutions
Pennsylvania
$859K +$48K +1,385 +6%
BSWA
240
Bromfield Sneider Wealth Advisors
Massachusetts
$850K +$28K +809 +4%
Goldman Sachs
241
Goldman Sachs
New York
$810K -$2.64M -76,112 -77%
SCM
242
SOL Capital Management
Maryland
$795K
CIAS
243
CFS Investment Advisory Services
New Jersey
$782K
BFA
244
Beacon Financial Advisory
Ohio
$781K +$346 +10 +0%
GAM
245
Gould Asset Management
California
$768K -$113K -3,270 -13%
FS
246
Financial Symmetry
North Carolina
$767K +$168K +4,839 +30%
FNBSF
247
First National Bank Sioux Falls
South Dakota
$729K -$249K -7,204 -27%
PWIA
248
Porter White Investment Advisors
Alabama
$721K +$66.1K +1,910 +11%
WIM
249
Warwick Investment Management
Texas
$714K +$69 +2 +0%
PFA
250
Pure Financial Advisors
California
$709K -$55.3K -1,597 -8%