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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
CWM
251
Cahill Wealth Management
Michigan
$637K -$53.6K -1,727 -8%
BC
252
Barrett & Company
Rhode Island
$635K +$6.3K +203 +1%
Wealthfront Advisers
253
Wealthfront Advisers
California
$609K +$47.8K +1,541 +9%
CMBA
254
C.M. Bidwell & Associates
Hawaii
$594K -$4.28K -138 -0.8%
PWIA
255
Porter White Investment Advisors
Alabama
$593K +$6.8K +219 +1%
WFA
256
WMG Financial Advisors
Tennessee
$590K -$659K -21,241 -54%
HWMT
257
Heritage Wealth Management (Texas)
Texas
$590K +$1.71K +55 +0.3%
MSWMA
258
Market Street Wealth Management Advisors
Indiana
$569K +$531K +17,109 New
CFO
259
Colony Family Offices
North Carolina
$563K
CWS
260
Cypress Wealth Services
California
$563K +$14.6K +470 +3%
SC
261
Shearwater Capital
Colorado
$544K -$248 -8 -0%
MFWP
262
Mosaic Family Wealth Partners
Missouri
$540K +$48.7K +1,569 +11%
KAM
263
Kraft Asset Management
Tennessee
$537K -$7.95K -256 -2%
FS
264
Financial Symmetry
North Carolina
$537K +$501K +16,143 New
UWPG
265
Ullmann Wealth Partners Group
Florida
$519K -$135K -4,344 -22%
WIA
266
World Investment Advisors
California
$516K +$482K +15,525 New
DF
267
DecisionPoint Financial
Arizona
$514K -$51.1K -1,646 -10%
EIA
268
Eldridge Investment Advisors
New Hampshire
$492K -$28.6K -922 -6%
DWM
269
Dopkins Wealth Management
New York
$483K -$98.6K -3,175 -18%
Envestnet Portfolio Solutions
270
Envestnet Portfolio Solutions
Illinois
$481K +$1.02K +33 +0.2%
US Bancorp
271
US Bancorp
Minnesota
$479K
TWP
272
Total Wealth Planning
Ohio
$474K -$89.2K -2,873 -17%
MWA
273
Mills Wealth Advisors
Texas
$454K +$590 +19 +0.1%
CAG
274
Csenge Advisory Group
Florida
$448K +$14.1K +454 +3%
VCM
275
Versant Capital Management
Arizona
$443K -$23.4K -753 -5%